← 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 Asset Management
Mitsubishi UFJ Asset Management
Japan
$115M +$7.07M 6 0.51% Increased
127
First Trust Advisors
First Trust Advisors
Illinois
$112M +$3.97M 8 0.14% Increased
128
Brookfield Corp
Brookfield Corp
Ontario, Canada
$109M -$37.5M 3 0.46% Reduced
129
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$106M +$1.98M 3 0.27% Increased
130
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$103M +$27.4M 2 3.55% Increased
131
VI
Versor Investments
New York
$102M +$96.1M 2 3.9% Increased
132
UIC
Uniplan Investment Counsel
Wisconsin
$101M +$3.8M 2 7.02% Increased
133
LSV Asset Management
LSV Asset Management
Illinois
$100M -$33.4M 2 0.22% Reduced
134
Rockefeller Capital Management
Rockefeller Capital Management
New York
$99.5M +$3.2M 10 0.53% Increased
135
Truist Financial
Truist Financial
North Carolina
$99.3M +$3.77M 6 0.18% Increased
136
AACA
American Assets Capital Advisers
California
$97.7M -$31.7M 5 14.7% Reduced
137
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$96.9M +$404K 4 0.53% Increased
138
Capital Group Private Client Services
Capital Group Private Client Services
California
$94.5M -$3.64M 2 1.22% Reduced
139
Confluence Investment Management
Confluence Investment Management
Missouri
$92.4M +$1.89M 1 1.44% Increased
140
SPF
Steven Patrick Farmer
$92.4M +$98.3M 1 1.44% New
141
NSLI
Nan Shan Life Insurance
Taiwan
$91.7M +$76.3M 2 1.92% Increased
142
CC
Cederberg Capital
United Kingdom
$91.6M -$27.4M 1 24.28% Reduced
143
AAM
Alpine Associates Management
Florida
$91.2M +$87.9M 1 3.43% New
144
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$89.1M -$3.48M 5 0.23% Reduced
145
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$83.3M +$33M 3 21.98% Increased
146
Aviva
Aviva
United Kingdom
$80.5M +$5.05M 3 0.43% Increased
147
Krane Funds Advisors
Krane Funds Advisors
New York
$79.2M +$17.1M 2 2.82% Increased
148
INTECH Investment Management
INTECH Investment Management
Florida
$78.6M +$84.6M 4 0.45% New
149
Farallon Capital Management
Farallon Capital Management
California
$78.1M +$75.3M 1 0.42% New
150
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$77.4M +$14.8M 2 1.1% Increased