← 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
APG Asset Management
Netherlands
$207M +$5.66M 4 0.35% Increased
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$204M +$141M 4 0.43% Increased
103
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$202M +$8.7M 5 0.67% Increased
104
ACM
Adelante Capital Management
California
$194M +$6.15M 2 8.62% Increased
105
Allianz Asset Management
Allianz Asset Management
Germany
$194M -$34.1M 6 0.13% Reduced
106
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$191M -$1.02M 5 0.34% Reduced
107
Stifel Financial
Stifel Financial
Missouri
$188M -$50.6M 6 0.25% Reduced
108
Balyasny Asset Management
Balyasny Asset Management
Illinois
$187M +$104M 4 0.64% Increased
109
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$183M -$5.49M 7 0.53% Reduced
110
DG
DigitalBridge Group
Florida
$180M +$20.8M 4 25.56% Increased
111
First Trust Advisors
First Trust Advisors
Illinois
$180M +$19.6M 7 0.18% Increased
112
CC
Cederberg Capital
United Kingdom
$178M -$35.4M 2 35.23% Reduced
113
National Pension Service
National Pension Service
South Korea
$175M -$5.84M 4 0.31% Reduced
114
Envestnet Asset Management
Envestnet Asset Management
Illinois
$174M +$1.16M 7 0.09% Increased
115
Federated Hermes
Federated Hermes
Pennsylvania
$173M -$22.4M 5 0.32% Reduced
116
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$173M +$1.62M 4 0.33% Increased
117
Carmignac Gestion
Carmignac Gestion
France
$172M +$5.76M 3 2.41% Increased
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$172M -$7.82M 7 0.11% Reduced
119
Adage Capital Partners
Adage Capital Partners
Massachusetts
$169M +$18.3M 4 0.3% Increased
120
Elliott Investment Management
Elliott Investment Management
Florida
$166M +$151M 1 1.47% New
121
CI Investments Inc
CI Investments Inc
Ontario, Canada
$164M -$37.4M 7 0.57% Reduced
122
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$160M -$10.9M 5 0.31% Reduced
123
Canada Life
Canada Life
Manitoba, Canada
$160M +$7.05M 7 0.33% Increased
124
Nomura Asset Management
Nomura Asset Management
Japan
$159M +$6.06M 5 0.8% Increased
125
Manning & Napier Group
Manning & Napier Group
New York
$157M -$2.74M 3 1.31% Reduced