← 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
$93.1M -$2.81M 4 2.14% Reduced
127
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$93M +$4.27M 4 0.48% Increased
128
Railway Pension Investments
Railway Pension Investments
United Kingdom
$92.9M +$1.24M 2 1.13% Increased
129
UIC
Uniplan Investment Counsel
Wisconsin
$91.2M -$970K 2 5.66% Reduced
130
D.E. Shaw & Co
D.E. Shaw & Co
New York
$90.6M -$10.2M 8 0.11% Reduced
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$88.9M -$8.02M 5 0.47% Reduced
132
CBT
Capital Bank & Trust
California
$87.8M -$13.3M 3 1.22% Reduced
133
Capital International Inc
Capital International Inc
California
$87.2M +$72.4M 2 1.31% Increased
134
AQR Capital Management
AQR Capital Management
Connecticut
$86.1M -$3.5M 5 0.1% Reduced
135
Macquarie Group
Macquarie Group
Australia
$84.5M -$9.29M 7 0.14% Reduced
136
Allianz Asset Management
Allianz Asset Management
Germany
$84.5M -$19.8M 5 0.08% Reduced
137
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$84.2M -$4.79M 1 2.59% Reduced
138
HSBC Holdings
HSBC Holdings
United Kingdom
$82.4M -$411K 6 0.15% Reduced
139
Temasek Holdings
Temasek Holdings
Singapore
$82.1M $0 1 0.6% Maintained
140
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$81.6M -$4.14M 3 0.79% Reduced
141
Guggenheim Capital
Guggenheim Capital
Illinois
$80.9M -$5.93M 6 0.65% Reduced
142
Nomura Asset Management
Nomura Asset Management
Japan
$74.8M +$29.7M 4 0.71% Increased
143
Prudential plc
Prudential plc
United Kingdom
$71.5M -$2.02M 1 0.21% Reduced
144
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$70.9M +$275K 4 0.18% Increased
145
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$70.1M +$2.91M 4 0.15% Increased
146
Stockbridge Partners
Stockbridge Partners
Massachusetts
$67.5M +$1.2M 1 2.68% Increased
147
Aperio Group
Aperio Group
California
$65.7M +$4.5M 8 0.26% Increased
148
ESCM
Echo Street Capital Management
New York
$65.3M -$35.6M 1 1.11% Reduced
149
Cerity Partners
Cerity Partners
New York
$65.3M -$330K 1 3.83% Reduced
150
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$62.4M -$7.01M 5 7.33% Reduced