← 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
Illinois
$164M -$55.2M 2 9.02% Reduced
102
Federated Hermes
Federated Hermes
Pennsylvania
$162M -$26.9M 5 0.4% Reduced
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$161M +$11.8M 5 0.4% Increased
104
Korea Investment Corp
Korea Investment Corp
South Korea
$160M +$5.82M 4 0.59% Increased
105
Victory Capital Management
Victory Capital Management
Texas
$160M +$64.6M 6 0.22% Increased
106
Renaissance Technologies
Renaissance Technologies
New York
$160M -$92.5M 5 0.14% Reduced
107
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$156M +$28.9M 5 0.28% Increased
108
Manning & Napier Group
Manning & Napier Group
New York
$155M -$6.87M 3 1.66% Reduced
109
Barclays
Barclays
United Kingdom
$154M -$1.03M 7 0.12% Reduced
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$149M +$8.24M 4 0.37% Increased
111
Bank of Montreal
Bank of Montreal
Ontario, Canada
$149M +$24.4M 9 0.14% Increased
112
Railway Pension Investments
Railway Pension Investments
United Kingdom
$149M +$30.5M 2 1.67% Increased
113
UBS Group
UBS Group
Switzerland
$144M -$103M 9 0.06% Reduced
114
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$142M +$10.1M 4 0.34% Increased
115
CC
Cederberg Capital
United Kingdom
$141M +$110M 1 17.46% New
116
Epoch Investment Partners
Epoch Investment Partners
New York
$138M +$18.1M 1 0.71% Increased
117
Cerity Partners
Cerity Partners
New York
$135M -$198K 2 7.48% Reduced
118
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$135M -$3.21M 4 0.77% Reduced
119
National Pension Service
National Pension Service
South Korea
$131M +$22.1M 2 0.37% Increased
120
Carmignac Gestion
Carmignac Gestion
France
$131M -$685K 2 1.81% Reduced
121
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$127M -$8.59M 5 0.35% Reduced
122
HSBC Holdings
HSBC Holdings
United Kingdom
$127M -$13.4M 7 0.24% Reduced
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$124M -$6.96M 3 0.32% Reduced
124
Jennison Associates
Jennison Associates
New York
$124M -$2.68M 1 0.11% Reduced
125
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$122M -$5.07M 6 0.37% Reduced