← 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
First Trust Advisors
First Trust Advisors
Illinois
$119M +$43M 6 0.21% Increased
127
US Bancorp
US Bancorp
Minnesota
$119M +$2.15M 8 0.31% Increased
128
Nordea Investment Management
Nordea Investment Management
Sweden
$117M +$57.9M 3 0.12% Increased
129
SAM
Securian Asset Management
Minnesota
$116M -$6.66M 4 2.96% Reduced
130
AACA
American Assets Capital Advisers
California
$115M -$26.2M 4 22.09% Reduced
131
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$114M +$10.2M 4 0.52% Increased
132
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$114M +$3.66M 5 0.65% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$111M +$3.55M 4 0.54% Increased
134
Nomura Asset Management
Nomura Asset Management
Japan
$109M +$1.63M 6 0.93% Increased
135
Confluence Investment Management
Confluence Investment Management
Missouri
$109M -$5.74M 2 1.83% Reduced
136
Millennium Management
Millennium Management
New York
$109M +$14.1M 7 0.15% Increased
137
UIC
Uniplan Investment Counsel
Wisconsin
$109M -$8.05M 2 7.56% Reduced
138
AQR Capital Management
AQR Capital Management
Connecticut
$106M -$9.51M 7 0.17% Reduced
139
LSCM
Light Street Capital Management
California
$106M +$25.2M 2 4.41% Increased
140
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$106M +$46.4M 7 0.64% Increased
141
Douglas Lane & Associates
Douglas Lane & Associates
New York
$105M -$3.96M 1 2.25% Reduced
142
Axa
Axa
France
$102M +$5.98M 4 0.4% Increased
143
AG
Artal Group
Luxembourg
$102M +$61.4M 2 2.84% Increased
144
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$99.9M -$7.7M 4 0.25% Reduced
145
CBT
Capital Bank & Trust
California
$98.7M -$1.69M 2 1.44% Reduced
146
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$97.8M -$60.1M 2 0.25% Reduced
147
Aperio Group
Aperio Group
California
$97.5M +$2.68M 8 0.36% Increased
148
Macquarie Group
Macquarie Group
Australia
$95.9M -$10.4M 9 0.17% Reduced
149
Envestnet Asset Management
Envestnet Asset Management
Illinois
$95.3M +$16.6M 8 0.09% Increased
150
Guggenheim Capital
Guggenheim Capital
Illinois
$93.5M -$2.5M 6 0.72% Reduced