← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
76
Allianz Asset Management
Allianz Asset Management
Germany
$230M -$15.3M 3 0.38% Reduced
77
TD Asset Management
TD Asset Management
Ontario, Canada
$217M +$29.3M 4 0.21% Increased
78
ACM
Adelante Capital Management
California
$217M +$22.9M 3 15.05% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$216M +$4.21M 3 0.3% Increased
80
HA
Harbor Advisors
Florida
$215M -$129K 2 41.04% Reduced
81
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$213M +$9.48M 5 0.38% Increased
82
Raymond James & Associates
Raymond James & Associates
Florida
$206M +$10.5M 3 0.15% Increased
83
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$195M -$2.39M 4 0.41% Reduced
84
Nomura Asset Management
Nomura Asset Management
Japan
$191M +$4.21M 3 0.79% Increased
85
M&G Investment Management
M&G Investment Management
United Kingdom
$189M -$9.8M 1 0.67% Reduced
86
Bank of Montreal
Bank of Montreal
Ontario, Canada
$188M +$23.5M 4 0.06% Increased
87
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$183M +$472K 3 0.38% Increased
88
STRS Ohio
STRS Ohio
Ohio
$181M -$6.52M 2 0.76% Reduced
89
DG
DigitalBridge Group
Florida
$180M +$4.73M 1 16.91% Increased
90
Citigroup
Citigroup
New York
$178M -$2.69M 6 0.13% Reduced
91
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$174M -$6.45M 2 2.85% Reduced
92
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$171M +$71.1M 6 0.19% Increased
93
APG Asset Management
APG Asset Management
Netherlands
$169M +$14.5M 3 0.33% Increased
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$164M +$13.5M 3 0.39% Increased
95
Millennium Management
Millennium Management
New York
$163M -$60.3M 7 0.07% Reduced
96
UniSuper Management
UniSuper Management
Australia
$162M -$9.75M 3 1.8% Reduced
97
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$159M -$12M 3 0.22% Reduced
98
Adage Capital Partners
Adage Capital Partners
Massachusetts
$156M -$7.16M 3 0.32% Reduced
99
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$155M -$15M 2 2.25% Reduced
100
Railway Pension Investments
Railway Pension Investments
United Kingdom
$154M $0 2 1.59% Maintained