← 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
Fidelity International
Fidelity International
Bermuda
$183M +$20.4M 4 0.2% Increased
102
ACM
Adelante Capital Management
California
$181M -$36.3M 2 9.7% Reduced
103
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$179M +$102M 5 0.39% Increased
104
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$177M -$8.96M 6 0.58% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$176M -$8.44M 5 0.33% Reduced
106
Allianz Asset Management
Allianz Asset Management
Germany
$176M -$34.7M 5 0.15% Reduced
107
Korea Investment Corp
Korea Investment Corp
South Korea
$171M -$11.3M 6 0.49% Reduced
108
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171M +$8.61M 8 0.14% Increased
109
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$167M +$9.49M 3 3.12% Increased
110
Axa
Axa
France
$167M +$6.69M 4 0.47% Increased
111
National Pension Service
National Pension Service
South Korea
$166M +$1.85M 2 0.32% Increased
112
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$165M +$20.7M 9 0.21% Increased
113
DG
DigitalBridge Group
Florida
$161M +$651K 5 19.09% Increased
114
Epoch Investment Partners
Epoch Investment Partners
New York
$158M -$50.8M 1 0.85% Reduced
115
ZP
Zimmer Partners
New York
$154M -$36.3M 4 2.07% Reduced
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$152M -$9.47M 4 0.32% Reduced
117
Cerity Partners
Cerity Partners
New York
$150M -$777K 4 3.29% Reduced
118
Manning & Napier Group
Manning & Napier Group
New York
$149M -$3.08M 3 1.22% Reduced
119
Natixis
Natixis
France
$149M -$14.6M 5 0.65% Reduced
120
Envestnet Asset Management
Envestnet Asset Management
Illinois
$147M -$7.11M 7 0.08% Reduced
121
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$145M +$11M 5 0.51% Increased
122
Adage Capital Partners
Adage Capital Partners
Massachusetts
$145M -$7.81M 4 0.28% Reduced
123
Railway Pension Investments
Railway Pension Investments
United Kingdom
$144M $0 1 1.2% Maintained
124
RGREA
Ranger Global Real Estate Advisors
Colorado
$141M -$28.8M 2 11.09% Reduced
125
Canada Life
Canada Life
Manitoba, Canada
$139M -$13.3M 7 0.32% Reduced