← 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	AACA American Assets Capital Advisers San Diego, California	$121M	+$9.17M	4	19.49%	Increased
127	Nomura Asset Management Tokyo, Japan	$120M	+$4.4M	6	0.92%	Increased
128	US Bancorp Minneapolis, Minnesota	$120M	+$8.06M	8	0.29%	Increased
129	Bank of Montreal Toronto, Ontario, Canada	$119M	-$36.2M	9	0.1%	Reduced
130	Thornburg Investment Management Santa Fe, New Mexico	$117M	+$48.9M	4	1.55%	Increased
131	Jennison Associates New York	$117M	-$17M	1	0.09%	Reduced
132	SAM Securian Asset Management St Paul, Minnesota	$114M	-$7.51M	4	2.76%	Reduced
133	AQR Capital Management Greenwich, Connecticut	$113M	-$1.04M	7	0.19%	Reduced
134	Retirement Systems of Alabama Montgomery, Alabama	$112M	-$2.36M	4	0.51%	Reduced
135	Waddell & Reed Financial Overland Park, Kansas	$111M	+$17.6M	2	0.27%	Increased
136	Macquarie Group Sydney, NSW 2000, Australia	$110M	+$13.7M	9	0.19%	Increased
137	1832 Asset Management Toronto, Ontario, Canada	$110M	+$28.2M	3	0.29%	Increased
138	Axa Paris, France	$110M	+$1.49M	5	0.4%	Increased
139	CBT Capital Bank & Trust Irvine, California	$108M	+$1.79M	2	1.46%	Increased
140	Douglas Lane & Associates New York	$108M	-$5.12M	1	2.14%	Reduced
141	Envestnet Asset Management Chicago, Illinois	$108M	+$7.5M	8	0.1%	Increased
142	Confluence Investment Management St. Louis, Missouri	$107M	-$5.73M	2	1.75%	Reduced
143	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$107M	-$12.3M	5	0.58%	Reduced
144	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$105M	-$11.3M	2	7.31%	Reduced
145	Guggenheim Capital Chicago, Illinois	$104M	+$6.38M	6	0.75%	Increased
146	ZP Zimmer Partners New York	$104M	-$155M	3	1.61%	Reduced
147	W.H. Reaves & Co Jersey City, New Jersey	$102M	+$1.36M	1	3.99%	Increased
148	Aperio Group Sausalito, California	$102M	+$1.26M	8	0.35%	Increased
149	BNP Paribas Asset Management Paris, France	$102M	+$6.74M	5	0.58%	Increased
150	USS Investment Management London, United Kingdom	$98.3M	$0	2	0.95%	Maintained