← 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	1WCM 12 West Capital Management New York	$126M	-$5.73M	1	11.09%	Reduced
102	Axa Paris, France	$126M	+$818K	4	0.49%	Increased
103	BAMCO Inc New York	$125M	-$26.8M	3	0.4%	Reduced
104	Stifel Financial St. Louis, Missouri	$124M	+$4.91M	6	0.2%	Increased
105	Railway Pension Investments London, United Kingdom	$123M	+$2.59M	2	1.34%	Increased
106	CIBC Private Wealth Group Atlanta, Georgia	$122M	-$3.64M	3	0.33%	Reduced
107	CI Investments Inc Toronto, Ontario, Canada	$119M	-$835K	5	0.62%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$118M	+$3.33M	4	0.3%	Increased
109	Epoch Investment Partners New York	$117M	-$2.42M	1	0.76%	Reduced
110	Bank of Montreal Toronto, Ontario, Canada	$117M	-$69.5M	6	0.05%	Reduced
111	APG Asset Management Amsterdam, Netherlands	$116M	-$5.86M	3	0.3%	Reduced
112	Nomura Asset Management Tokyo, Japan	$114M	+$9.07M	3	0.73%	Increased
113	UBS Group Zurich, Switzerland	$112M	-$33.5M	13	0.05%	Reduced
114	Allianz Asset Management Munich, Germany	$112M	-$43.8M	4	0.23%	Reduced
115	Border to Coast Pensions Partnership Leeds, United Kingdom	$111M	-$10.1M	2	3.6%	Reduced
116	Retirement Systems of Alabama Montgomery, Alabama	$111M	-$2.26M	3	0.52%	Reduced
117	JP Morgan Private Wealth Advisors San Francisco, California	$111M	-$53.2M	3	0.29%	Reduced
118	State of New Jersey Common Pension Fund D Trenton, New Jersey	$110M	$0	5	0.45%	Maintained
119	Manning & Napier Group Fairport, New York	$110M	-$483K	2	1.43%	Reduced
120	Mitsubishi UFJ Asset Management Tokyo, Japan	$104M	+$10.5M	6	0.34%	Increased
121	W.H. Reaves & Co Jersey City, New Jersey	$104M	+$21.7M	2	3.92%	Increased
122	New York State Teachers Retirement System (NYSTRS) Albany, New York	$104M	+$96.9K	3	0.27%	Increased
123	DekaBank Deutsche Girozentrale Frankfurt, Germany	$103M	-$8.23M	4	0.3%	Reduced
124	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$103M	+$20.3M	3	0.29%	Increased
125	ESCM Echo Street Capital Management New York	$102M	+$116M	2	0.98%	Increased