← 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
ACM
AEW Capital Management
Massachusetts
$177M -$78M 2 12.82% Reduced
102
TCM
Tekne Capital Management
New York
$176M -$44.4M 1 62.93% Reduced
103
Capital World Investors
Capital World Investors
California
$176M $0 1 0.02% Maintained
104
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$172M +$45.4M 3 0.1% Increased
105
Railway Pension Investments
Railway Pension Investments
United Kingdom
$172M +$15.8M 1 2.02% Increased
106
Rathbones Group
Rathbones Group
United Kingdom
$170M +$2.42M 1 0.67% Increased
107
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$168M -$799K 3 0.55% Reduced
108
Swedbank
Swedbank
Sweden
$165M -$17.9M 3 0.16% Reduced
109
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$164M -$3.85M 1 1.54% Reduced
110
Bank of Montreal
Bank of Montreal
Ontario, Canada
$159M -$18.6M 6 0.06% Reduced
111
Two Sigma Advisers
Two Sigma Advisers
New York
$158M +$129M 7 0.31% Increased
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157M +$8.42M 7 0.13% Increased
113
Allianz Asset Management
Allianz Asset Management
Germany
$152M -$43.3M 4 0.15% Reduced
114
Pacer Advisors
Pacer Advisors
Pennsylvania
$150M -$22.9M 5 0.38% Reduced
115
1WCM
12 West Capital Management
New York
$150M -$8.24M 1 17.81% Reduced
116
Macquarie Group
Macquarie Group
Australia
$149M -$291M 4 0.65% Reduced
117
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$149M +$16.4M 3 2.6% Increased
118
Vontobel Holding
Vontobel Holding
Switzerland
$147M +$55.8M 4 0.46% Increased
119
Marshall Wace
Marshall Wace
United Kingdom
$142M +$50.6M 8 0.13% Increased
120
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$140M -$8.63M 3 0.33% Reduced
121
VOYA Investment Management
VOYA Investment Management
Georgia
$139M -$1.26M 4 0.14% Reduced
122
Apollo Management Holdings
Apollo Management Holdings
New York
$138M +$145M 3 1.13% New
123
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$136M -$77.3M 4 0.14% Reduced
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$135M -$4.47M 3 0.24% Reduced
125
Aviva
Aviva
United Kingdom
$134M +$7.28M 3 0.23% Increased