← 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
126
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$36.8M -$540K 4 0.12% Reduced
127
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.8M +$3.65M 4 0.2% Increased
128
ESCM
Echo Street Capital Management
New York
$36.7M +$2.36M 1 4.66% Increased
129
OP
Oldfield Partners
United Kingdom
$36M +$8.08M 1 1.85% Increased
130
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$35.8M +$257K 3 0.23% Increased
131
JC
Joho Capital
New York
$35.5M $0 1 2.66% Maintained
132
Artisan Partners
Artisan Partners
Wisconsin
$35.1M -$6.46M 1 0.07% Reduced
133
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$35.1M +$5.77M 1 0.02% Increased
134
Eagle Asset Management
Eagle Asset Management
Florida
$34.9M -$10.6M 2 0.17% Reduced
135
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.8M -$12M 5 0.06% Reduced
136
BlackRock
BlackRock
New York
$34.3M +$3.88M 5 0.06% Increased
137
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$34.2M -$52.5M 3 0.03% Reduced
138
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$34M -$14M 1 0.14% Reduced
139
Welch & Forbes
Welch & Forbes
Massachusetts
$33.6M +$3.72M 1 1.13% Increased
140
ACM
Archer Capital Management
New York
$32.8M +$9.87M 1 7% Increased
141
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.7M -$4.45M 4 0.02% Reduced
142
NFA
Nationwide Fund Advisors
Ohio
$32.6M -$12.1M 4 0.15% Reduced
143
Principal Financial Group
Principal Financial Group
Iowa
$31.9M -$30.7M 3 0.07% Reduced
144
Nomura Holdings
Nomura Holdings
Japan
$31.8M -$10.4M 4 0.19% Reduced
145
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$30.7M -$143K 4 0.1% Reduced
146
Wellington Management Group
Wellington Management Group
Massachusetts
$30.5M -$1.05M 3 0.01% Reduced
147
MTB
Mizuho Trust & Banking
Japan
$29.7M $0 3 0.12% Maintained
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$28.6M +$1.79M 4 0.12% Increased
149
GC
GW Capital
Washington
$27.7M +$11.7M 1 1.3% Increased
150
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$26.3M +$9.26M 2 0.6% Increased