← 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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$128M -$20.2M 1 1.23% Reduced
127
US Bancorp
US Bancorp
Minnesota
$124M +$3.59M 8 0.27% Increased
128
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$120M -$7.46M 5 0.28% Reduced
129
1832 Asset Management
1832 Asset Management
Ontario, Canada
$119M +$17.5M 3 0.28% Increased
130
Nomura Asset Management
Nomura Asset Management
Japan
$119M +$3.02M 6 0.8% Increased
131
OCM
OLP Capital Management
Hong Kong
$119M +$113M 1 32.65% New
132
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$119M +$19.5M 5 0.55% Increased
133
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$119M -$15.8M 4 0.58% Reduced
134
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$116M -$3.23M 6 0.27% Reduced
135
Macquarie Group
Macquarie Group
Australia
$116M +$6.54M 9 0.17% Increased
136
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$114M +$26.5M 4 0.73% Increased
137
DG
DigitalBridge Group
Florida
$114M +$100M 6 27.8% Increased
138
Envestnet Asset Management
Envestnet Asset Management
Illinois
$112M +$7.18M 8 0.08% Increased
139
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$111M -$22.5M 5 0.22% Reduced
140
Axa
Axa
France
$111M +$3.95M 5 0.35% Increased
141
BTP
Bloom Tree Partners
New York
$111M -$961K 1 7.73% Reduced
142
Boston Partners
Boston Partners
Massachusetts
$111M +$109M 1 0.17% Increased
143
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$110M +$8.02M 5 0.49% Increased
144
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$109M +$41M 8 0.2% Increased
145
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$106M +$9.86M 2 3.76% Increased
146
AQR Capital Management
AQR Capital Management
Connecticut
$103M -$7.81M 7 0.18% Reduced
147
Aperio Group
Aperio Group
California
$102M +$906K 8 0.3% Increased
148
CBT
Capital Bank & Trust
California
$102M -$116K 2 1.24% Reduced
149
SAM
Securian Asset Management
Minnesota
$102M -$8M 4 2.3% Reduced
150
Guggenheim Capital
Guggenheim Capital
Illinois
$101M -$339K 6 0.63% Reduced