← 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
SEI Investments
SEI Investments
Pennsylvania
$97.8M +$20.4M 5 0.43% Increased
102
Canada Life
Canada Life
Manitoba, Canada
$94.4M +$32.5M 4 0.26% Increased
103
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$92.1M -$58.6M 5 0.14% Reduced
104
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$85.9M +$11.6M 4 0.37% Increased
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$84.2M +$2.82M 4 0.24% Increased
106
OppenheimerFunds
OppenheimerFunds
New York
$84.2M -$109M 3 0.1% Reduced
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$82.4M +$152K 3 0.21% Increased
108
Renaissance Technologies
Renaissance Technologies
New York
$79.1M +$46.8M 3 0.11% Increased
109
Stifel Financial
Stifel Financial
Missouri
$77.9M +$2.23M 5 0.3% Increased
110
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$74.5M +$7.03M 4 0.29% Increased
111
ACM
Adelante Capital Management
California
$73.3M +$15.9M 1 3.83% Increased
112
Castle Hook Partners
Castle Hook Partners
New York
$72.9M +$69.1M 1 3.9% New
113
VFA
Virtus Fund Advisers
Connecticut
$71.5M +$8.78M 3 0.67% Increased
114
AQR Capital Management
AQR Capital Management
Connecticut
$69.7M +$8.1M 5 0.09% Increased
115
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$69.4M -$1.96M 1 0.76% Reduced
116
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$69.3M -$165K 4 0.53% Reduced
117
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$69.1M +$52.6M 6 0.18% Increased
118
Nomura Asset Management
Nomura Asset Management
Japan
$68.9M +$40.7M 4 0.97% Increased
119
AIM
Allen Investment Management
New York
$67.6M -$627K 1 3.48% Reduced
120
Korea Investment Corp
Korea Investment Corp
South Korea
$67.5M +$5.34M 2 0.34% Increased
121
Janus Henderson Group
Janus Henderson Group
$67.5M -$7.93M 4 0.47% Reduced
122
Lazard Asset Management
Lazard Asset Management
New York
$66.3M +$10.6M 4 0.13% Increased
123
Citigroup
Citigroup
New York
$65.1M +$892K 7 0.06% Increased
124
Miller Howard Investments
Miller Howard Investments
New York
$64.3M -$29.3M 1 1.24% Reduced
125
Douglas Lane & Associates
Douglas Lane & Associates
New York
$63.7M -$2.14M 1 1.59% Reduced