← 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
Man Group
Man Group
United Kingdom
$76.1M +$77.2M 2 0.35% New
127
Temasek Holdings
Temasek Holdings
Singapore
$74.7M $0 1 0.41% Maintained
128
Korea Investment Corp
Korea Investment Corp
South Korea
$74.3M -$15.5M 2 0.34% Reduced
129
Citigroup
Citigroup
New York
$74.1M -$721K 9 0.06% Reduced
130
First Trust Advisors
First Trust Advisors
Illinois
$72.6M -$20.4M 5 0.17% Reduced
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
$70.9M -$9.66M 4 0.32% Reduced
132
Putnam Investments
Putnam Investments
Massachusetts
$70M -$6.68M 4 0.16% Reduced
133
TD Asset Management
TD Asset Management
Ontario, Canada
$68M -$4.94M 3 0.1% Reduced
134
UBS Group
UBS Group
Switzerland
$67.6M -$23M 9 0.03% Reduced
135
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$66.5M +$34.2M 4 0.56% Increased
136
CCM
Criterion Capital Management
California
$66.4M +$66.8M 1 4.6% New
137
AACA
American Assets Capital Advisers
California
$64.8M +$15.9M 3 13.31% Increased
138
HSBC Holdings
HSBC Holdings
United Kingdom
$64.4M -$3.46M 4 0.1% Reduced
139
Nomura Asset Management
Nomura Asset Management
Japan
$63.9M +$1.95M 4 0.7% Increased
140
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.1M -$4.16M 7 0.33% Reduced
141
Douglas Lane & Associates
Douglas Lane & Associates
New York
$63.1M +$3.05M 1 1.37% Increased
142
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$60.8M +$2.28M 4 0.3% Increased
143
AIM
Allen Investment Management
New York
$60.5M +$5.46M 1 2.52% Increased
144
MP
Makaira Partners
California
$59.7M +$867K 1 6.79% Increased
145
Victory Capital Management
Victory Capital Management
Texas
$59.4M -$71.6M 4 0.13% Reduced
146
OppenheimerFunds
OppenheimerFunds
New York
$59.4M -$13M 4 0.07% Reduced
147
National Pension Service
National Pension Service
South Korea
$58.4M +$6.65M 2 0.29% Increased
148
ESCM
Echo Street Capital Management
New York
$57.6M -$31.9M 1 1.68% Reduced
149
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$56.8M +$7.14M 3 0.97% Increased
150
AWCI
Alpine Woods Capital Investors
New York
$52M +$8.61M 3 2.76% Increased