← 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
Temasek Holdings
Temasek Holdings
Singapore
$84M $0 1 0.6% Maintained
127
Macquarie Group
Macquarie Group
Australia
$83.7M +$5.97M 7 0.14% Increased
128
Korea Investment Corp
Korea Investment Corp
South Korea
$82.4M +$1.29M 3 0.35% Increased
129
Bank of Montreal
Bank of Montreal
Ontario, Canada
$81.5M +$9.84M 8 0.07% Increased
130
UIC
Uniplan Investment Counsel
Wisconsin
$81.4M +$2.36M 2 5.16% Increased
131
National Pension Service
National Pension Service
South Korea
$81M +$7.02M 3 0.27% Increased
132
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$80.4M +$8.41M 4 0.44% Increased
133
Railway Pension Investments
Railway Pension Investments
United Kingdom
$80.3M $0 2 1.04% Maintained
134
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$80M +$15.1M 3 0.77% Increased
135
AQR Capital Management
AQR Capital Management
Connecticut
$79.4M -$15M 5 0.09% Reduced
136
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$78.1M -$10.5M 1 2.49% Reduced
137
Guggenheim Capital
Guggenheim Capital
Illinois
$78.1M +$7.88M 6 0.64% Increased
138
HSBC Holdings
HSBC Holdings
United Kingdom
$74M +$2.27M 6 0.14% Increased
139
Capital Guardian Trust
Capital Guardian Trust
California
$73.4M +$8.5M 3 0.99% Increased
140
LSCM
Light Street Capital Management
California
$69.7M +$20.1M 1 3.76% Increased
141
US Bancorp
US Bancorp
Minnesota
$69M -$1.22M 7 0.19% Reduced
142
CIBC World Markets
CIBC World Markets
New York
$66.9M +$58.2M 3 0.52% Increased
143
KM
Kylin Management
New York
$66.6M +$5.98M 1 16.51% Increased
144
Barings
Barings
North Carolina
$64.9M -$4.95M 1 1.4% Reduced
145
Prudential plc
Prudential plc
United Kingdom
$64.3M -$6.21M 1 0.2% Reduced
146
First Trust Advisors
First Trust Advisors
Illinois
$63M -$75M 7 0.12% Reduced
147
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$63M -$948K 4 0.21% Reduced
148
Man Group
Man Group
United Kingdom
$61.9M -$28.4M 3 0.22% Reduced
149
Cerity Partners
Cerity Partners
New York
$61.5M +$14.5M 1 3.88% Increased
150
KBC Group
KBC Group
Belgium
$61.2M +$16.1M 6 0.47% Increased