← 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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$156M -$16.2M 7 0.32% Reduced
127
TCW Group
TCW Group
California
$156M +$2.25M 3 1.28% Increased
128
US Bancorp
US Bancorp
Minnesota
$153M -$3.63M 11 0.24% Reduced
129
Railway Pension Investments
Railway Pension Investments
United Kingdom
$151M $0 1 1.13% Maintained
130
Guggenheim Capital
Guggenheim Capital
Illinois
$146M +$4.5M 4 0.76% Increased
131
Holocene Advisors
Holocene Advisors
New York
$144M +$122M 1 0.75% Increased
132
LSV Asset Management
LSV Asset Management
Illinois
$143M +$1.66M 2 0.25% Increased
133
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$143M +$21M 7 0.35% Increased
134
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$142M -$3.97M 5 0.48% Reduced
135
Victory Capital Management
Victory Capital Management
Texas
$141M -$634K 4 0.13% Reduced
136
Epoch Investment Partners
Epoch Investment Partners
New York
$141M -$40.7M 1 0.72% Reduced
137
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$134M +$11.2M 9 0.53% Increased
138
WCMNY
Westchester Capital Management (New York)
New York
$134M +$126M 1 3.8% New
139
Tiger Global Management
Tiger Global Management
New York
$134M $0 2 0.29% Maintained
140
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$133M -$9.56M 5 0.26% Reduced
141
1832 Asset Management
1832 Asset Management
Ontario, Canada
$130M -$8.71M 2 0.23% Reduced
142
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$129M -$44.2M 5 0.27% Reduced
143
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$129M +$48M 8 0.18% Increased
144
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$128M -$11M 4 0.53% Reduced
145
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$128M +$14.4M 6 0.24% Increased
146
Capital Group Private Client Services
Capital Group Private Client Services
California
$128M -$3.68M 2 1.37% Reduced
147
Aviva
Aviva
United Kingdom
$127M -$1.01M 7 0.53% Reduced
148
VOYA Investment Management
VOYA Investment Management
Georgia
$123M +$28.5M 7 0.24% Increased
149
Confluence Investment Management
Confluence Investment Management
Missouri
$122M -$24.3K 1 1.62% Reduced
150
CIBC World Markets
CIBC World Markets
New York
$121M +$30.1M 4 0.64% Increased