← 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
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$65.3M +$2.3M 4 2.26% Increased
127
AQR Capital Management
AQR Capital Management
Connecticut
$65.1M -$9.08M 5 0.09% Reduced
128
Westfield Capital Management
Westfield Capital Management
Massachusetts
$64.7M +$2.87M 1 0.55% Increased
129
HCM
HMI Capital Management
California
$61.7M +$848K 1 9.7% Increased
130
ACM
Adelante Capital Management
California
$60.5M -$17.9M 1 3.43% Reduced
131
CGM
Capital Growth Management
Massachusetts
$60.2M -$62.8M 2 2.76% Reduced
132
ESCM
Echo Street Capital Management
New York
$58.8M +$8.52M 1 2.18% Increased
133
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$58.1M +$1.4M 3 1.02% Increased
134
Aviva
Aviva
United Kingdom
$57.3M +$11.7M 3 0.32% Increased
135
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$57.1M +$7.66M 6 0.31% Increased
136
TD Asset Management
TD Asset Management
Ontario, Canada
$56.1M -$112K 3 0.09% Reduced
137
AWCI
Alpine Woods Capital Investors
New York
$55.7M -$5.54M 3 2.98% Reduced
138
Temasek Holdings
Temasek Holdings
Singapore
$54.1M $0 1 0.35% Maintained
139
VFA
Virtus Fund Advisers
Connecticut
$52.5M -$23.7M 3 0.52% Reduced
140
UBS Group
UBS Group
Switzerland
$51.2M -$1.33M 8 0.03% Reduced
141
CCMH
Cornerstone Capital Management Holdings
New York
$46.6M +$4.71M 4 0.37% Increased
142
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$46.4M -$26.9M 6 0.14% Reduced
143
HSBC Holdings
HSBC Holdings
United Kingdom
$46.1M -$1.18M 3 0.08% Reduced
144
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$45.8M +$6.57M 4 0.25% Increased
145
National Pension Service
National Pension Service
South Korea
$45.8M +$4.55M 3 0.27% Increased
146
USAA
United Services Automobile Association
Texas
$45.2M -$631K 4 0.14% Reduced
147
ACM
AEW Capital Management
Massachusetts
$45.2M +$2.5M 1 1.1% Increased
148
Pinnacle Associates
Pinnacle Associates
New York
$45.1M -$2.16M 2 0.87% Reduced
149
OppenheimerFunds
OppenheimerFunds
New York
$44.4M -$45.4M 3 0.05% Reduced
150
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$44.3M -$3.88M 3 0.41% Reduced