← 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
CCMH
Cornerstone Capital Management Holdings
New York
$59.7M +$15.3M 4 0.5% Increased
127
BlackRock Japan
BlackRock Japan
Japan
$53.2M +$4.63M 5 0.2% Increased
128
SEI Investments
SEI Investments
Pennsylvania
$52.6M -$6.9M 4 0.33% Reduced
129
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$51.9M +$1.93M 4 0.2% Increased
130
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$51.3M -$5.24M 2 0.88% Reduced
131
AC
Avenir Corporation
Virginia
$50.4M -$244K 1 4.26% Reduced
132
ACM
Adelante Capital Management
California
$50.1M +$7.14M 1 2.39% Increased
133
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$49M +$3.3M 2 0.13% Increased
134
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.6M +$260K 4 0.04% Increased
135
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$48.2M +$2.99M 4 2.21% Increased
136
USAA
United Services Automobile Association
Texas
$47.3M -$727K 3 0.17% Reduced
137
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$46.1M +$27.1M 1 0.73% Increased
138
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$45.1M +$35.6M 4 0.3% Increased
139
HCM
HMI Capital Management
California
$44.2M -$31.6M 1 9.61% Reduced
140
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$43.2M +$6.24M 3 0.14% Increased
141
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.9M -$3.14M 4 0.28% Reduced
142
Welch & Forbes
Welch & Forbes
Massachusetts
$41.9M -$1.19M 1 1.3% Reduced
143
UBS Group
UBS Group
Switzerland
$40.5M -$3.74M 7 0.03% Reduced
144
PHAM
Pacific Heights Asset Management
California
$39.8M $0 1 3.82% Maintained
145
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$39.8M -$11.3M 4 0.34% Reduced
146
AQR Capital Management
AQR Capital Management
Connecticut
$39.4M +$13.8M 5 0.07% Increased
147
HSBC Holdings
HSBC Holdings
United Kingdom
$38.3M -$10.2M 3 0.11% Reduced
148
Credit Agricole
Credit Agricole
France
$37.4M +$20.3M 5 0.18% Increased
149
TD Asset Management
TD Asset Management
Ontario, Canada
$36.9M +$2.05M 3 0.07% Increased
150
Bank of Montreal
Bank of Montreal
Ontario, Canada
$36.7M -$110M 6 0.04% Reduced