← 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	American Century Companies Kansas City, Missouri	$283M	-$116M	7	0.14%	Reduced
77	RhumbLine Advisers Boston, Massachusetts	$282M	-$5.99M	9	0.23%	Reduced
78	Nomura Asset Management Tokyo, Japan	$276M	+$9.55M	3	0.7%	Increased
79	Neuberger Berman Group New York	$267M	+$30M	4	0.2%	Increased
80	BAMCO Inc New York	$265M	-$112M	3	0.72%	Reduced
81	Citigroup New York	$261M	+$42.3M	11	0.12%	Increased
82	Adage Capital Partners Boston, Massachusetts	$257M	+$62.7M	4	0.39%	Increased
83	Wells Fargo San Francisco, California	$256M	-$20.3M	9	0.05%	Reduced
84	M&G plc London, United Kingdom	$254M	+$26.1M	4	1.31%	Increased
85	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$241M	+$4.9M	6	0.75%	Increased
86	CAM Contour Asset Management New York	$235M	-$31.2M	1	5.48%	Reduced
87	Viking Global Investors Stamford, Connecticut	$233M	+$248M	1	0.62%	New
88	Fidelity International Hamilton, Bermuda	$230M	-$8.33M	4	0.17%	Reduced
89	Janus Henderson Group London,	$216M	-$22.2M	3	0.1%	Reduced
90	Rockefeller Capital Management New York	$216M	+$47.1M	9	0.39%	Increased
91	Envestnet Asset Management Chicago, Illinois	$214M	-$12.3M	5	0.06%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$212M	-$7.38M	5	0.21%	Reduced
93	DekaBank Deutsche Girozentrale Frankfurt, Germany	$212M	$0	3	0.37%	Maintained
94	TC Triata Capital Hong Kong	$210M	+$24.7M	2	25.4%	Increased
95	Stifel Financial St. Louis, Missouri	$208M	-$5.01M	7	0.19%	Reduced
96	STRS Ohio Columbus, Ohio	$207M	-$3.08M	5	0.77%	Reduced
97	ACM Adelante Capital Management Alameda, California	$200M	-$247K	3	13.46%	Reduced
98	HA Harbor Advisors West Palm Beach, Florida	$198M	+$173K	3	29.79%	Increased
99	HRES Heitman Real Estate Securities Chicago, Illinois	$180M	-$12.2M	3	12.65%	Reduced
100	Alkeon Capital Management New York	$179M	$0	1	0.28%	Maintained