← 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
Neuberger Berman Group
Neuberger Berman Group
New York
$290M -$21.8M 3 0.23% Reduced
77
Nordea Investment Management
Nordea Investment Management
Sweden
$286M +$85.9M 3 0.3% Increased
78
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$281M -$1.7M 5 0.96% Reduced
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
$279M -$31.1M 3 0.09% Reduced
80
ACM
Adelante Capital Management
California
$279M +$4.29M 3 18.44% Increased
81
Axa
Axa
France
$278M +$9.79M 4 0.84% Increased
82
AGF Management
AGF Management
Ontario, Canada
$264M -$1.89M 3 1.31% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$264M -$12M 3 0.31% Reduced
84
Stifel Financial
Stifel Financial
Missouri
$252M -$2.11M 4 0.26% Reduced
85
DG
DigitalBridge Group
Florida
$251M +$20.7M 2 17.95% Increased
86
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$251M $0 3 0.46% Maintained
87
Bank of Montreal
Bank of Montreal
Ontario, Canada
$250M +$16.7M 5 0.12% Increased
88
Barclays
Barclays
United Kingdom
$248M -$284M 8 0.07% Reduced
89
HA
Harbor Advisors
Florida
$243M $0 2 38.11% Maintained
90
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$241M -$2.75M 5 0.44% Reduced
91
STRS Ohio
STRS Ohio
Ohio
$241M +$640K 3 0.95% Increased
92
HRES
Heitman Real Estate Securities
Illinois
$237M -$54.5M 3 15.25% Reduced
93
Adage Capital Partners
Adage Capital Partners
Massachusetts
$226M -$6.2M 3 0.39% Reduced
94
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$221M +$26.4M 4 0.55% Increased
95
M&G plc
M&G plc
United Kingdom
$214M +$10.3M 1 1.32% Increased
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$213M +$87.3M 5 0.45% Increased
97
National Bank of Canada
National Bank of Canada
Quebec, Canada
$205M +$86.8M 5 0.22% Increased
98
VOYA Investment Management
VOYA Investment Management
Georgia
$200M +$19.7M 3 0.21% Increased
99
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$199M -$4.13M 2 2.69% Reduced
100
Allianz Asset Management
Allianz Asset Management
Germany
$193M -$8.44M 5 0.26% Reduced