← 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
UBS Group
UBS Group
Switzerland
$173M -$10.9M 11 0.06% Reduced
102
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$172M +$24.6M 7 0.64% Increased
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$169M +$7.58M 5 0.34% Increased
104
Bank of Montreal
Bank of Montreal
Ontario, Canada
$167M +$66.5M 10 0.11% Increased
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$166M -$9.25M 7 0.15% Reduced
106
ZP
Zimmer Partners
New York
$164M +$51.2M 5 2.41% Increased
107
Epoch Investment Partners
Epoch Investment Partners
New York
$164M +$12.7M 1 0.75% Increased
108
AACA
American Assets Capital Advisers
California
$158M +$18.1M 6 22.34% Increased
109
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$158M -$119M 4 3.52% Reduced
110
Manning & Napier Group
Manning & Napier Group
New York
$158M -$2.35M 3 1.47% Reduced
111
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$158M -$19.6M 5 0.22% Reduced
112
Cerity Partners
Cerity Partners
New York
$154M -$15.1M 3 4.93% Reduced
113
Prudential Financial
Prudential Financial
New Jersey
$151M -$28.6M 5 0.25% Reduced
114
TIAM
TT International Asset Management
United Kingdom
$151M +$114M 1 6.99% New
115
Adage Capital Partners
Adage Capital Partners
Massachusetts
$150M +$28.8M 4 0.33% Increased
116
Victory Capital Management
Victory Capital Management
Texas
$149M -$21.4M 6 0.17% Reduced
117
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$149M -$2.58M 4 0.32% Reduced
118
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$147M +$39.9M 4 0.58% Increased
119
Brookfield Corp
Brookfield Corp
Ontario, Canada
$147M -$79.6M 2 0.64% Reduced
120
APG Asset Management
APG Asset Management
Netherlands
$145M +$110M 4 0.24% Increased
121
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$144M +$9.08M 4 0.47% Increased
122
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$143M -$9.86M 4 1.69% Reduced
123
ACI
AMP Capital Investors
Australia
$142M -$98.8M 6 0.76% Reduced
124
National Pension Service
National Pension Service
South Korea
$142M +$10.5M 2 0.32% Increased
125
HRES
Heitman Real Estate Securities
Illinois
$136M -$4.43M 3 7.23% Reduced