← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$125M +$1.7M 5 0.26% Increased
102
UIC
Uniplan Investment Counsel
Wisconsin
$120M -$3.57M 3 4.9% Reduced
103
HA
Harbor Advisors
Florida
$119M $0 2 40.44% Maintained
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117M -$13.5M 6 0.13% Reduced
105
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$117M -$6.01M 3 0.22% Reduced
106
HCM
HMI Capital Management
California
$114M +$37.2M 1 13.21% Increased
107
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$113M +$65.5M 4 0.17% Increased
108
Alyeska Investment Group
Alyeska Investment Group
Illinois
$112M -$91.6M 2 0.89% Reduced
109
Balyasny Asset Management
Balyasny Asset Management
Illinois
$112M +$72.3M 4 0.35% Increased
110
SAM
Securian Asset Management
Minnesota
$107M +$21.2M 4 2.64% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$105M -$2.68M 4 0.28% Reduced
112
River Road Asset Management
River Road Asset Management
Kentucky
$104M -$21.3M 1 1.96% Reduced
113
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$103M +$2.52M 4 0.34% Increased
114
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$102M +$2.26M 4 0.28% Increased
115
First Trust Advisors
First Trust Advisors
Illinois
$102M +$9.33M 5 0.24% Increased
116
UBS Group
UBS Group
Switzerland
$98.5M -$4.1M 9 0.04% Reduced
117
Korea Investment Corp
Korea Investment Corp
South Korea
$97.2M +$12.9M 2 0.44% Increased
118
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$96M +$568K 4 0.23% Increased
119
HRES
Heitman Real Estate Securities
Illinois
$94.6M -$4.43M 2 5.39% Reduced
120
ESCM
Echo Street Capital Management
New York
$94.5M +$23.8M 3 2.85% Increased
121
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$93.9M +$28.6M 1 1.42% Increased
122
Lazard Asset Management
Lazard Asset Management
New York
$90.3M +$2.28M 4 0.15% Increased
123
Stifel Financial
Stifel Financial
Missouri
$89.9M -$36.3K 6 0.29% Reduced
124
Chevy Chase Trust
Chevy Chase Trust
Maryland
$89.3M +$1.52M 4 0.38% Increased
125
AQR Capital Management
AQR Capital Management
Connecticut
$89.3M +$17.9M 5 0.09% Increased