← 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
Allianz Asset Management
Allianz Asset Management
Germany
$182M -$2.68M 4 0.22% Reduced
102
AQR Capital Management
AQR Capital Management
Connecticut
$179M +$43.6M 4 0.15% Increased
103
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$177M +$9.32M 3 0.63% Increased
104
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$173M +$344K 1 2.25% Increased
105
Rathbones Group
Rathbones Group
United Kingdom
$168M +$1.11M 1 0.72% Increased
106
Man Group
Man Group
United Kingdom
$166M -$1.28M 3 0.32% Reduced
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$164M +$2.88M 3 0.29% Increased
108
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$160M -$8.27M 3 0.21% Reduced
109
VOYA Investment Management
VOYA Investment Management
Georgia
$158M -$60.5M 3 0.16% Reduced
110
LPL Financial
LPL Financial
California
$156M +$11.5M 7 0.05% Increased
111
Bank of Montreal
Bank of Montreal
Ontario, Canada
$153M -$20.1M 4 0.07% Reduced
112
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$151M +$70.8M 2 0.11% Increased
113
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$150M -$2M 4 0.13% Reduced
114
1WCM
12 West Capital Management
New York
$149M $0 1 15.73% Maintained
115
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$145M +$1.9M 4 0.36% Increased
116
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$145M -$1.37M 5 0.26% Reduced
117
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$143M +$13.2M 6 0.28% Increased
118
Korea Investment Corp
Korea Investment Corp
South Korea
$142M -$499K 3 0.32% Reduced
119
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$139M +$6.53M 2 3.09% Increased
120
TC
Triata Capital
Hong Kong
$139M +$83.6M 2 27.07% Increased
121
KBC Group
KBC Group
Belgium
$135M +$47.8M 4 0.36% Increased
122
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$135M +$35.4M 1 2.93% Increased
123
Aviva
Aviva
United Kingdom
$127M -$71.5M 3 0.26% Reduced
124
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$126M +$1.55M 3 0.26% Increased
125
Franklin Resources
Franklin Resources
California
$125M -$12.2M 4 0.03% Reduced