← 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	D.E. Shaw & Co New York	$140M	-$24.6M	7	0.22%	Reduced
102	Korea Investment Corp Seoul, South Korea	$138M	+$26.5M	4	0.61%	Increased
103	ACM AEW Capital Management Boston, Massachusetts	$138M	-$69M	1	6.62%	Reduced
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$136M	+$9.73M	5	0.41%	Increased
105	Barclays London, United Kingdom	$135M	-$104M	6	0.11%	Reduced
106	ESCM Echo Street Capital Management New York	$132M	+$11.9M	3	2.84%	Increased
107	HSBC Holdings London, United Kingdom	$129M	+$16.2M	6	0.3%	Increased
108	New York State Teachers Retirement System (NYSTRS) Albany, New York	$128M	+$6.12M	4	0.39%	Increased
109	Public Employees Retirement Association of Colorado Denver, Colorado	$123M	+$3.37M	4	0.86%	Increased
110	State of Wisconsin Investment Board Madison, Wisconsin	$123M	-$3.4M	4	0.41%	Reduced
111	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$123M	+$43.5M	5	0.36%	Increased
112	Impax Asset Management Group London, United Kingdom	$122M	+$23M	1	1.63%	Increased
113	Adage Capital Partners Boston, Massachusetts	$122M	+$22.8M	4	0.36%	Increased
114	Thrivent Financial for Lutherans Minneapolis, Minnesota	$120M	-$2.52M	5	0.43%	Reduced
115	Citigroup New York	$118M	-$39.8M	9	0.11%	Reduced
116	AACA American Assets Capital Advisers San Diego, California	$115M	+$14M	4	24.47%	Increased
117	Jennison Associates New York	$113M	-$15.9M	2	0.14%	Reduced
118	Confluence Investment Management St. Louis, Missouri	$112M	+$1.07M	1	2.14%	Increased
119	SAM Securian Asset Management St Paul, Minnesota	$111M	+$13.1M	4	3.13%	Increased
120	Epoch Investment Partners New York	$109M	+$11.6M	1	0.66%	Increased
121	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$106M	+$7.88M	2	8%	Increased
122	AQR Capital Management Greenwich, Connecticut	$105M	+$15M	6	0.18%	Increased
123	Railway Pension Investments London, United Kingdom	$105M	+$145K	2	1.45%	Increased
124	USS Investment Management London, United Kingdom	$103M	-$11M	2	1.41%	Reduced
125	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$102M	+$10.5M	5	0.71%	Increased