← 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	Nomura Asset Management Tokyo, Japan	$257M	+$15.2M	3	0.79%	Increased
77	Balyasny Asset Management Chicago, Illinois	$251M	+$148M	4	0.41%	Increased
78	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$246M	+$74.1M	4	0.53%	Increased
79	M&G plc London, United Kingdom	$246M	+$67M	3	1.18%	Increased
80	DG DigitalBridge Group Boca Raton, Florida	$241M	+$30.7M	2	19.37%	Increased
81	Wells Fargo San Francisco, California	$236M	-$15M	7	0.05%	Reduced
82	Envestnet Asset Management Chicago, Illinois	$233M	-$2.95M	4	0.08%	Reduced
83	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$231M	-$6.56M	6	0.84%	Reduced
84	Natixis Paris, France	$227M	+$148M	3	1.23%	Increased
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$222M	-$111K	3	0.27%	Reduced
86	BAMCO Inc New York	$220M	-$326M	3	0.65%	Reduced
87	Adage Capital Partners Boston, Massachusetts	$217M	+$28.8M	3	0.4%	Increased
88	Citigroup New York	$216M	+$134M	8	0.11%	Increased
89	DekaBank Deutsche Girozentrale Frankfurt, Germany	$214M	+$7.41M	3	0.42%	Increased
90	VOYA Investment Management Atlanta, Georgia	$213M	+$47.2M	3	0.24%	Increased
91	HRES Heitman Real Estate Securities Chicago, Illinois	$212M	+$14.9M	3	13.72%	Increased
92	Neuberger Berman Group New York	$211M	-$39.7M	4	0.18%	Reduced
93	HA Harbor Advisors West Palm Beach, Florida	$210M	$0	2	36.38%	Maintained
94	Two Sigma Investments New York	$208M	+$191M	7	0.44%	Increased
95	Stifel Financial St. Louis, Missouri	$205M	-$8.14M	5	0.22%	Reduced
96	Axa Paris, France	$199M	-$40.2M	3	0.65%	Reduced
97	STRS Ohio Columbus, Ohio	$194M	-$8.81M	3	0.81%	Reduced
98	Voloridge Investment Management Jupiter, Florida	$194M	+$192M	5	0.72%	Increased
99	ACM Adelante Capital Management Alameda, California	$186M	-$25.6M	3	14.06%	Reduced
100	Aviva London, United Kingdom	$182M	+$29.2M	3	0.44%	Increased