← 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
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$91.8M +$69.7M 1 1.02% Increased
127
Adage Capital Partners
Adage Capital Partners
Massachusetts
$91.6M -$23.5M 4 0.22% Reduced
128
UIC
Uniplan Investment Counsel
Wisconsin
$89.8M -$447K 2 5.32% Reduced
129
National Pension Service
National Pension Service
South Korea
$89.7M -$3.75M 3 0.25% Reduced
130
SAM
Securian Asset Management
Minnesota
$89.3M -$737K 4 1.97% Reduced
131
Victory Capital Management
Victory Capital Management
Texas
$89M -$15.4M 5 0.11% Reduced
132
EC
Eminence Capital
New York
$88.2M -$20.8M 1 0.99% Reduced
133
CBT
Capital Bank & Trust
California
$87M -$1.21M 4 1.13% Reduced
134
Aviva
Aviva
United Kingdom
$85.9M -$36M 4 0.52% Reduced
135
Cerity Partners
Cerity Partners
New York
$85M +$1.08M 3 4.33% Increased
136
Guggenheim Capital
Guggenheim Capital
Illinois
$84.3M +$5.78M 5 0.63% Increased
137
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$83.8M -$1.4M 1 2.62% Reduced
138
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$83.6M -$2.25M 5 0.43% Reduced
139
AQR Capital Management
AQR Capital Management
Connecticut
$82.2M -$1.93M 6 0.09% Reduced
140
Holocene Advisors
Holocene Advisors
New York
$78.9M +$75.8M 2 0.71% Increased
141
Temasek Holdings
Temasek Holdings
Singapore
$78.1M $0 1 0.51% Maintained
142
Capital International Inc
Capital International Inc
California
$76.5M -$11.1M 2 1.06% Reduced
143
SC
Schooner Capital
Florida
$74.4M -$20.7M 1 100% Reduced
144
Nomura Asset Management
Nomura Asset Management
Japan
$74.2M +$1.71M 4 0.66% Increased
145
LPC
Long Pond Capital
New York
$73.8M +$77.4M 1 1.88% New
146
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$72.7M +$3.87M 3 0.12% Increased
147
Macquarie Group
Macquarie Group
Australia
$72.3M -$11.2M 7 0.1% Reduced
148
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$71.2M +$1.24M 5 0.17% Increased
149
Pacer Advisors
Pacer Advisors
Pennsylvania
$68.9M +$13M 6 3.11% Increased
150
Stockbridge Partners
Stockbridge Partners
Massachusetts
$68.4M $0 1 2.48% Maintained