← 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
HRES
Heitman Real Estate Securities
Illinois
$82.4M -$15.4M 2 4.55% Reduced
102
SAM
Securian Asset Management
Minnesota
$81.5M +$24.3M 4 2.35% Increased
103
Prudential Financial
Prudential Financial
New Jersey
$80.9M -$29.5M 4 0.14% Reduced
104
EC
EMS Capital
New York
$79.4M +$9.12M 1 7.79% Increased
105
Lazard Asset Management
Lazard Asset Management
New York
$77.4M -$5.4M 3 0.17% Reduced
106
Alkeon Capital Management
Alkeon Capital Management
New York
$76.2M +$70.1M 1 1.57% New
107
AllianceBernstein
AllianceBernstein
Tennessee
$74.4M +$3.62M 5 0.06% Increased
108
STRS Ohio
STRS Ohio
Ohio
$74.1M +$3.19M 4 0.33% Increased
109
Asset Management One
Asset Management One
Japan
$74.1M -$1.86M 4 1.08% Reduced
110
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$73.4M +$27.2M 1 0.7% Increased
111
RS Investment Management
RS Investment Management
California
$70.9M -$10.4M 2 0.7% Reduced
112
MTB
Mizuho Trust & Banking
Japan
$70.2M +$7.15M 4 0.22% Increased
113
Citadel Advisors
Citadel Advisors
Florida
$70.1M -$20.1M 5 0.09% Reduced
114
PRCM
Pine River Capital Management
Minnesota
$70.1M +$13.5M 1 1.02% Increased
115
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$70M +$11M 4 0.34% Increased
116
First Trust Advisors
First Trust Advisors
Illinois
$69.6M -$14.9M 6 0.22% Reduced
117
Soros Fund Management
Soros Fund Management
New York
$68.2M +$33.1M 1 1.51% Increased
118
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$66.1M -$4.77M 1 3.22% Reduced
119
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$65.5M -$214K 1 0.79% Reduced
120
Douglas Lane & Associates
Douglas Lane & Associates
New York
$64.1M +$58.9M 1 1.75% New
121
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$63.6M +$5.38M 4 0.2% Increased
122
Stifel Financial
Stifel Financial
Missouri
$63.2M -$4.87M 3 0.34% Reduced
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$62.5M +$1.51M 4 0.24% Increased
124
AIM
Allen Investment Management
New York
$60.1M +$1.52M 1 4.72% Increased
125
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$59.8M +$52M 3 0.22% Increased