← 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	APG Asset Management Amsterdam, Netherlands	$185M	-$44.6M	4	0.33%	Reduced
102	Mirae Asset Global Investments Seoul, South Korea	$182M	+$6.23M	9	0.46%	Increased
103	ACM Adelante Capital Management Alameda, California	$175M	-$3.39M	1	8.88%	Reduced
104	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$171M	+$72.3M	3	13.32%	Increased
105	State of New Jersey Common Pension Fund D Trenton, New Jersey	$171M	+$3.31M	7	0.53%	Increased
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$169M	-$4.79M	5	0.33%	Reduced
107	Axa Paris, France	$168M	+$1.47M	4	0.47%	Increased
108	CIBC Private Wealth Group Atlanta, Georgia	$162M	+$24.1M	5	0.38%	Increased
109	Tiger Global Management New York	$161M	$0	2	0.31%	Maintained
110	Korea Investment Corp Seoul, South Korea	$160M	-$6.25M	6	0.48%	Reduced
111	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$160M	-$1.98M	3	0.3%	Reduced
112	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$158M	-$10.9M	7	0.13%	Reduced
113	Fidelity International Hamilton, Bermuda	$157M	-$1.28M	3	0.17%	Reduced
114	DG DigitalBridge Group Boca Raton, Florida	$155M	-$7.77M	5	14.51%	Reduced
115	Epoch Investment Partners New York	$155M	-$8.37M	1	0.86%	Reduced
116	Starboard Value New York	$153M	+$155M	1	2.8%	New
117	Envestnet Asset Management Chicago, Illinois	$151M	+$5.5M	7	0.08%	Increased
118	New York State Teachers Retirement System (NYSTRS) Albany, New York	$150M	+$122K	4	0.32%	Increased
119	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$149M	+$62.3M	7	0.32%	Increased
120	Manning & Napier Group Fairport, New York	$147M	-$2.9M	3	1.26%	Reduced
121	Thrivent Financial for Lutherans Minneapolis, Minnesota	$145M	+$19.2M	6	0.29%	Increased
122	First Trust Advisors Wheaton, Illinois	$143M	+$51.2M	9	0.15%	Increased
123	Railway Pension Investments London, United Kingdom	$141M	$0	1	1.15%	Maintained
124	TCW Group Los Angeles, California	$141M	-$48.2M	3	0.36%	Reduced
125	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$140M	+$52.6M	5	0.22%	Increased