← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$40.7M -$22.4M 5 0.06% Reduced
127
MTB
Mizuho Trust & Banking
Japan
$40.4M +$5.01M 4 0.14% Increased
128
BKBG
BHF Kleinwort Benson Group
Belgium
$39.8M +$7.49M 2 1.03% Increased
129
PHAM
Pacific Heights Asset Management
California
$39.8M $0 1 2.09% Maintained
130
Baird
Baird
Wisconsin
$38M +$38.2M 1 0.4% New
131
GC
GW Capital
Washington
$37.4M +$1.92M 1 1.72% Increased
132
AllianceBernstein
AllianceBernstein
Tennessee
$37.3M +$1.18M 5 0.03% Increased
133
Jennison Associates
Jennison Associates
New York
$37.2M +$37.4M 2 0.03% New
134
APG Asset Management
APG Asset Management
Netherlands
$37M -$1.54M 3 0.07% Reduced
135
HA
Heartland Advisors
Wisconsin
$36.6M -$785K 1 0.72% Reduced
136
Credit Agricole
Credit Agricole
France
$36M -$47.2M 5 0.15% Reduced
137
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$35.8M +$3.33M 4 0.12% Increased
138
Nuveen
Nuveen
North Carolina
$35.4M +$17.5M 2 0.2% Increased
139
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$35.1M +$1.74M 4 0.1% Increased
140
Jefferies Group
Jefferies Group
New York
$34.8M +$28.8M 4 0.2% Increased
141
BlackRock Japan
BlackRock Japan
Japan
$34.2M +$4.51M 5 0.13% Increased
142
SLCM
Seven Locks Capital Management
New York
$33.8M -$1.81M 1 5.05% Reduced
143
William Blair & Company
William Blair & Company
Illinois
$33.4M -$815K 2 0.05% Reduced
144
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$32.9M +$5.53M 1 0.75% Increased
145
RIM
Rainier Investment Management
Washington
$32.8M -$4.59M 1 0.59% Reduced
146
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$32.7M +$2.01M 2 0.08% Increased
147
Comerica Bank
Comerica Bank
Texas
$32.5M -$10.7M 4 0.14% Reduced
148
BlackRock Advisors
BlackRock Advisors
Delaware
$32.3M -$419K 4 0.03% Reduced
149
SC
Salzman & Co
New York
$31.9M +$624K 1 7.13% Increased
150
CCMH
Cornerstone Capital Management Holdings
New York
$31.5M +$11.9M 4 0.32% Increased