← 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
101
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$56.9M +$2.63M 1 2.02% Increased
102
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$55.5M +$10.1M 3 0.13% Increased
103
MWR
McAdams Wright Ragen
Washington
$53.9M +$351K 1 3.01% Increased
104
Principal Financial Group
Principal Financial Group
Iowa
$53M +$2.65M 3 0.09% Increased
105
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$52.6M +$23.4M 3 0.25% Increased
106
BlackRock Investment Management
BlackRock Investment Management
Delaware
$52.3M -$1.36M 5 0.07% Reduced
107
Teachers Advisors
Teachers Advisors
New York
$51.7M +$2.06M 4 0.11% Increased
108
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$49.5M -$354K 2 0.53% Reduced
109
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$48.7M -$1.3M 2 0.07% Reduced
110
JC
Joho Capital
New York
$48M -$2.11M 1 7.33% Reduced
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$47.5M -$13.5M 3 0.37% Reduced
112
CBOA
Commonwealth Bank of Australia
Australia
$47.3M -$6.38M 4 0.64% Reduced
113
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$45.6M +$1.22M 4 0.11% Increased
114
NFA
Nationwide Fund Advisors
Ohio
$45M +$3.44M 4 0.18% Increased
115
T
TOBAM
France
$44.8M -$20.6M 3 1.99% Reduced
116
Janus Henderson Group
Janus Henderson Group
$44.3M -$1.67M 3 0.41% Reduced
117
Welch & Forbes
Welch & Forbes
Massachusetts
$44M -$723K 1 1.39% Reduced
118
Two Sigma Advisers
Two Sigma Advisers
New York
$43.9M +$30.6M 2 0.34% Increased
119
Farallon Capital Management
Farallon Capital Management
California
$43.8M +$13.7M 1 0.63% Increased
120
Nuveen
Nuveen
North Carolina
$42.3M +$6.08M 5 0.26% Increased
121
AllianceBernstein
AllianceBernstein
Tennessee
$41.7M -$4.62M 5 0.04% Reduced
122
Millennium Management
Millennium Management
New York
$41.1M -$31.1M 4 0.11% Reduced
123
PHAM
Pacific Heights Asset Management
California
$40.8M $0 1 1.48% Maintained
124
BlackRock Advisors
BlackRock Advisors
Delaware
$40.8M -$1.23M 5 0.04% Reduced
125
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.4M -$1.17M 5 0.23% Reduced