← 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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$136M +$15.6M 4 0.31% Increased
127
Nomura Asset Management
Nomura Asset Management
Japan
$135M -$845K 6 0.78% Reduced
128
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$133M +$39.8M 2 1.53% Increased
129
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$132M -$383K 4 0.57% Reduced
130
Millennium Management
Millennium Management
New York
$131M +$47.2M 11 0.08% Increased
131
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$131M -$6.69M 6 0.27% Reduced
132
US Bancorp
US Bancorp
Minnesota
$130M -$17M 8 0.24% Reduced
133
Guggenheim Capital
Guggenheim Capital
Illinois
$129M +$1.69M 6 0.76% Increased
134
CBT
Capital Bank & Trust
California
$125M +$4.14M 2 1.45% Increased
135
Victory Capital Management
Victory Capital Management
Texas
$125M -$28.9M 5 0.12% Reduced
136
JP
Jana Partners
New York
$123M +$85.6M 1 10.19% Increased
137
Boston Partners
Boston Partners
Massachusetts
$123M +$2.42M 1 0.16% Increased
138
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$120M -$3.8M 5 0.25% Reduced
139
1832 Asset Management
1832 Asset Management
Ontario, Canada
$120M -$19.9M 2 0.23% Reduced
140
Aviva
Aviva
United Kingdom
$119M +$19M 6 0.52% Increased
141
Brookfield Corp
Brookfield Corp
Ontario, Canada
$118M -$3.37M 2 0.55% Reduced
142
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$117M +$48.1M 8 0.15% Increased
143
SM
Senvest Management
New York
$115M -$17.7M 1 3.35% Reduced
144
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$114M -$1.78M 2 3.71% Reduced
145
Jefferies Group
Jefferies Group
New York
$112M +$114M 1 0.7% New
146
UIC
Uniplan Investment Counsel
Wisconsin
$109M -$1.42M 2 6.4% Reduced
147
SAM
Securian Asset Management
Minnesota
$109M -$11.2M 4 2.21% Reduced
148
Douglas Lane & Associates
Douglas Lane & Associates
New York
$108M -$1.8M 1 1.52% Reduced
149
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$106M +$6.36M 8 0.58% Increased
150
USS Investment Management
USS Investment Management
United Kingdom
$105M $0 2 0.83% Maintained