← 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 Chicago, Illinois	$75.1M	-$15.6M	2	4.65%	Reduced
102	New York State Teachers Retirement System (NYSTRS) Albany, New York	$74.3M	-$1.54M	3	0.19%	Reduced
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$73.5M	+$408K	4	0.22%	Increased
104	SAM Securian Asset Management St Paul, Minnesota	$71.3M	-$27.4M	4	1.91%	Reduced
105	Stifel Financial St. Louis, Missouri	$69.6M	+$2.11M	5	0.3%	Increased
106	Barclays London, United Kingdom	$69M	+$33.2M	5	0.07%	Increased
107	SEI Investments Oaks, Pennsylvania	$69M	+$5.76M	5	0.33%	Increased
108	Janus Henderson Group London,	$68.4M	+$489K	4	0.5%	Increased
109	Thrivent Financial for Lutherans Minneapolis, Minnesota	$67.4M	+$1.89M	4	0.3%	Increased
110	BNP Paribas Asset Management Paris, France	$65M	-$62.4K	4	0.62%	Reduced
111	AGF Investments Inc Toronto, Ontario, Canada	$63.8M	-$3.09M	1	0.73%	Reduced
112	BlackRock Japan Tokyo, Japan	$63M	+$373K	5	0.21%	Increased
113	Public Employees Retirement Association of Colorado Denver, Colorado	$62.2M	-$59K	4	0.5%	Reduced
114	AIM Allen Investment Management New York	$60.9M	-$148K	1	3.65%	Reduced
115	Bank of Montreal Toronto, Ontario, Canada	$60.4M	+$5.51M	6	0.06%	Increased
116	State of Wisconsin Investment Board Madison, Wisconsin	$60.1M	-$6.53M	4	0.26%	Reduced
117	Douglas Lane & Associates New York	$58.9M	-$2.86M	1	1.5%	Reduced
118	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$58.6M	-$987K	1	2.66%	Reduced
119	Citigroup New York	$58.3M	+$9.75M	7	0.05%	Increased
120	Korea Investment Corp Seoul, South Korea	$56.8M	+$18.5M	2	0.27%	Increased
121	AQR Capital Management Greenwich, Connecticut	$55.4M	+$2.31M	5	0.08%	Increased
122	TIAAOA Teachers Insurance & Annuity Association of America New York	$54.8M	-$471K	4	1.87%	Reduced
123	Kornitzer Capital Management Shawnee Mission, Kansas	$54.7M	+$9.2M	3	1.03%	Increased
124	Canada Life Winnipeg, Manitoba, Canada	$54.7M	+$3.39M	4	0.15%	Increased
125	MP Makaira Partners La Jolla, California	$54.4M	$0	1	7.91%	Maintained