← 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
Miller Howard Investments
Miller Howard Investments
New York
$90M -$15.7M 1 1.65% Reduced
102
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$89.9M +$57.5M 3 1.96% Increased
103
MTB
Mizuho Trust & Banking
Japan
$87.9M +$5.74M 4 0.26% Increased
104
Temasek Holdings
Temasek Holdings
Singapore
$85.7M $0 1 0.69% Maintained
105
First Trust Advisors
First Trust Advisors
Illinois
$83.1M +$9.64M 5 0.25% Increased
106
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$77.7M -$355K 3 0.21% Reduced
107
Janus Henderson Group
Janus Henderson Group
$75.4M -$31M 4 0.56% Reduced
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$74.9M -$1.41M 4 0.23% Reduced
109
Adage Capital Partners
Adage Capital Partners
Massachusetts
$71.2M +$7.54M 3 0.2% Increased
110
Asset Management One
Asset Management One
Japan
$70.7M -$3.46M 4 1.05% Reduced
111
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$70.3M +$73.4M 1 0.03% Increased
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$69.3M -$646K 4 0.27% Reduced
113
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$69.2M -$12.3M 3 0.25% Reduced
114
UIC
Uniplan Investment Counsel
Wisconsin
$68.8M -$76.6M 1 3.1% Reduced
115
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$67.5M -$2.47M 1 0.76% Reduced
116
Stifel Financial
Stifel Financial
Missouri
$67.3M +$1.71M 5 0.3% Increased
117
ESCM
Echo Street Capital Management
New York
$66.7M -$7.19M 3 2.82% Reduced
118
CCMH
Cornerstone Capital Management Holdings
New York
$65.6M -$10.1M 4 0.49% Reduced
119
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$65.5M -$7.76M 4 0.3% Reduced
120
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$65.2M +$21.6M 4 0.56% Increased
121
EC
EMS Capital
New York
$64.8M -$22.2M 1 6.54% Reduced
122
BlackRock Japan
BlackRock Japan
Japan
$64.2M +$1.63M 5 0.22% Increased
123
SEI Investments
SEI Investments
Pennsylvania
$63.9M +$7.62M 4 0.32% Increased
124
AT
Alliance Trust
United Kingdom
$63.3M -$25.3M 1 2.75% Reduced
125
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$62.9M +$53.6M 4 0.51% Increased