← 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
Epoch Investment Partners
Epoch Investment Partners
New York
$162M +$10.4M 1 0.79% Increased
102
CI Investments Inc
CI Investments Inc
Ontario, Canada
$162M +$13.7M 6 0.59% Increased
103
Stifel Financial
Stifel Financial
Missouri
$161M -$5.06M 5 0.22% Reduced
104
US Bancorp
US Bancorp
Minnesota
$158M +$11M 9 0.26% Increased
105
Railway Pension Investments
Railway Pension Investments
United Kingdom
$158M +$24.5M 1 1.22% Increased
106
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$157M -$24.7M 3 0.58% Reduced
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$156M -$11.8M 4 0.3% Reduced
108
Brookfield Corp
Brookfield Corp
Ontario, Canada
$155M +$96.3M 3 0.57% Increased
109
Point72 Asset Management
Point72 Asset Management
Connecticut
$153M +$115M 5 0.61% Increased
110
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$152M -$5.66M 5 0.48% Reduced
111
Bank of Montreal
Bank of Montreal
Ontario, Canada
$152M -$36.5M 6 0.07% Reduced
112
LSV Asset Management
LSV Asset Management
Illinois
$149M -$1.58M 2 0.27% Reduced
113
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$147M +$25.5M 4 0.52% Increased
114
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$146M +$12.9M 4 0.28% Increased
115
Canada Life
Canada Life
Manitoba, Canada
$144M -$1.83M 5 0.3% Reduced
116
Fidelity International
Fidelity International
Bermuda
$142M -$134M 3 0.15% Reduced
117
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$141M -$46.9M 9 0.3% Reduced
118
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$138M -$14.3M 3 0.28% Reduced
119
Nomura Asset Management
Nomura Asset Management
Japan
$136M -$4.19M 5 0.74% Reduced
120
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$135M +$16.8M 4 0.29% Increased
121
CC
Cederberg Capital
United Kingdom
$135M -$5.72M 2 33.7% Reduced
122
Manning & Napier Group
Manning & Napier Group
New York
$133M -$6.83M 3 1.26% Reduced
123
Adage Capital Partners
Adage Capital Partners
Massachusetts
$129M -$20.5M 3 0.24% Reduced
124
AACA
American Assets Capital Advisers
California
$128M -$61.6M 5 15.04% Reduced
125
EARNEST Partners
EARNEST Partners
Georgia
$125M +$2.57M 4 0.74% Increased