← 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
SAM
Securian Asset Management
Minnesota
$79.2M -$24.4M 4 1.89% Reduced
127
Douglas Lane & Associates
Douglas Lane & Associates
New York
$78.6M +$291K 1 1.63% Increased
128
Resolution Capital
Resolution Capital
Australia
$76.9M -$12.4M 1 2.5% Reduced
129
Korea Investment Corp
Korea Investment Corp
South Korea
$76.5M +$2.4M 3 0.34% Increased
130
UIC
Uniplan Investment Counsel
Wisconsin
$73.4M -$5.7M 2 4.65% Reduced
131
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$73.3M +$8.16M 4 0.38% Increased
132
Railway Pension Investments
Railway Pension Investments
United Kingdom
$72.9M +$18.4M 2 1.02% Increased
133
Macquarie Group
Macquarie Group
Australia
$72.7M -$4.7M 8 0.12% Reduced
134
MetLife Investment Management
MetLife Investment Management
New Jersey
$72.3M +$45.5M 5 0.22% Increased
135
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$72.2M -$31.2M 4 6.4% Reduced
136
HSBC Holdings
HSBC Holdings
United Kingdom
$69.8M +$24.4M 6 0.13% Increased
137
National Pension Service
National Pension Service
South Korea
$69.6M +$2.36M 2 0.27% Increased
138
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$69.3M +$21.9M 7 0.11% Increased
139
River Road Asset Management
River Road Asset Management
Kentucky
$69.2M -$2.6M 1 1.55% Reduced
140
Bank of Montreal
Bank of Montreal
Ontario, Canada
$68.4M -$77.2M 8 0.06% Reduced
141
CBT
Capital Bank & Trust
California
$67.8M +$9.12M 3 0.86% Increased
142
Guggenheim Capital
Guggenheim Capital
Illinois
$67.8M -$3.32M 6 0.55% Reduced
143
CRM
Cramer Rosenthal McGlynn
Connecticut
$66M +$37.7M 1 1.57% Increased
144
Prudential plc
Prudential plc
United Kingdom
$63.7M +$36.5M 1 0.23% Increased
145
Barings
Barings
North Carolina
$63M -$86.3M 1 1.45% Reduced
146
US Bancorp
US Bancorp
Minnesota
$62.7M +$10M 7 0.18% Increased
147
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$62.3M +$18.5M 3 0.37% Increased
148
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$62.3M +$299K 4 0.23% Increased
149
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$61.2M +$50.5M 2 0.59% Increased
150
Victory Capital Management
Victory Capital Management
Texas
$60M -$9.06M 4 0.14% Reduced