← 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	AIM Anatole Investment Management Central, Hong Kong	$127M	+$144M	1	13.67%	New
127	Thrivent Financial for Lutherans Minneapolis, Minnesota	$126M	+$10.8M	6	0.28%	Increased
128	1832 Asset Management Toronto, Ontario, Canada	$126M	+$6.45M	2	0.27%	Increased
129	SCH Sylebra Capital (HK) Hong Kong	$125M	-$27M	2	3.23%	Reduced
130	US Bancorp Minneapolis, Minnesota	$124M	+$954K	8	0.25%	Increased
131	Railway Pension Investments London, United Kingdom	$122M	$0	1	1.12%	Maintained
132	Nomura Asset Management Tokyo, Japan	$121M	+$3M	6	0.77%	Increased
133	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$121M	+$11.2M	5	0.48%	Increased
134	Thornburg Investment Management Santa Fe, New Mexico	$120M	-$10.5M	2	1.39%	Reduced
135	Boston Partners Boston, Massachusetts	$114M	+$11.9M	1	0.15%	Increased
136	Public Employees Retirement Association of Colorado Denver, Colorado	$113M	-$29.2K	4	0.53%	Reduced
137	Guggenheim Capital Chicago, Illinois	$112M	+$12.5M	6	0.74%	Increased
138	Brookfield Corp Toronto, Ontario, Canada	$112M	-$26.1M	2	0.54%	Reduced
139	State of Wisconsin Investment Board Madison, Wisconsin	$111M	-$6.87M	5	0.24%	Reduced
140	CIBC Private Wealth Group Atlanta, Georgia	$107M	+$29.8M	4	0.27%	Increased
141	Macquarie Group Sydney, NSW 2000, Australia	$107M	-$5.01M	9	0.15%	Reduced
142	SAM Securian Asset Management St Paul, Minnesota	$106M	+$7.98M	4	2.3%	Increased
143	SM Senvest Management New York	$104M	+$10.3M	1	3.27%	Increased
144	CBT Capital Bank & Trust Irvine, California	$103M	+$5.95M	2	1.22%	Increased
145	Man Group London, United Kingdom	$102M	+$54.2M	2	0.45%	Increased
146	W.H. Reaves & Co Jersey City, New Jersey	$98.2M	-$2.33M	2	3.41%	Reduced
147	Confluence Investment Management St. Louis, Missouri	$97M	-$1.24M	2	1.36%	Reduced
148	BTP Bloom Tree Partners New York	$96M	-$8.64M	1	7.86%	Reduced
149	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$95.6M	-$799K	2	6.12%	Reduced
150	Nisa Investment Advisors St. Louis, Missouri	$93.9M	-$18.5M	4	0.6%	Reduced