← 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
Adage Capital Partners
Adage Capital Partners
Massachusetts
$147M +$17.4M 3 0.33% Increased
102
Epoch Investment Partners
Epoch Investment Partners
New York
$140M -$22.5M 1 0.89% Reduced
103
Railway Pension Investments
Railway Pension Investments
United Kingdom
$139M -$13.3M 2 1.5% Reduced
104
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$137M +$159K 3 0.49% Increased
105
OMC
Oasis Management Company
Cayman Islands
$135M +$92.5M 2 5.93% Increased
106
Stifel Financial
Stifel Financial
Missouri
$135M -$3.71M 5 0.19% Reduced
107
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$134M +$15.1M 3 0.34% Increased
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$132M -$1.35M 3 0.31% Reduced
109
Korea Investment Corp
Korea Investment Corp
South Korea
$132M +$13.7M 3 0.39% Increased
110
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130M +$18.5M 3 0.08% Increased
111
AMF Tjänstepension
AMF Tjänstepension
Sweden
$128M +$93M 2 1.24% Increased
112
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$127M -$261K 3 0.59% Reduced
113
CI Investments Inc
CI Investments Inc
Ontario, Canada
$125M -$5.4M 4 0.7% Reduced
114
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$122M +$127M 3 0.35% New
115
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$122M -$5.83M 3 0.29% Reduced
116
Rathbones Group
Rathbones Group
United Kingdom
$121M +$14.3M 1 0.88% Increased
117
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$116M -$290M 1 0.52% Reduced
118
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$113M -$3.19M 3 0.58% Reduced
119
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$112M +$17.5M 3 0.49% Increased
120
Rockefeller Capital Management
Rockefeller Capital Management
New York
$111M +$1.51M 3 0.43% Increased
121
Aviva
Aviva
United Kingdom
$108M -$11.4M 3 0.46% Reduced
122
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$105M $0 2 3.24% Maintained
123
UIC
Uniplan Investment Counsel
Wisconsin
$105M +$2.92M 3 8.06% Increased
124
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$103M -$5.4M 2 2.74% Reduced
125
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$98.7M +$939K 3 0.3% Increased