← 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
Fidelity International
Fidelity International
Bermuda
$95.9M +$11.1M 3 0.11% Increased
127
Artisan Partners
Artisan Partners
Wisconsin
$95.8M +$89.5M 1 0.15% New
128
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$95.6M -$82.3M 4 0.3% Reduced
129
Janus Henderson Group
Janus Henderson Group
$92.9M -$1.3M 3 0.06% Reduced
130
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$92.2M +$14.2M 2 1.26% Increased
131
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$92M +$13M 6 0.12% Increased
132
AGF Management
AGF Management
Ontario, Canada
$88.1M +$11.1M 3 0.64% Increased
133
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$87.2M -$7.59M 2 39.51% Reduced
134
Confluence Investment Management
Confluence Investment Management
Missouri
$86.9M -$284K 1 1.27% Reduced
135
Guggenheim Capital
Guggenheim Capital
Illinois
$86.3M +$5.32M 4 0.68% Increased
136
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$85.8M -$20.2M 2 3.16% Reduced
137
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$85.6M -$5.52M 7 0.18% Reduced
138
Storebrand Asset Management
Storebrand Asset Management
Norway
$84.5M +$1.16M 5 0.39% Increased
139
VOYA Investment Management
VOYA Investment Management
Georgia
$84M -$1.57M 3 0.09% Reduced
140
Manning & Napier Group
Manning & Napier Group
New York
$80.5M -$51.2M 1 0.92% Reduced
141
Douglas Lane & Associates
Douglas Lane & Associates
New York
$80.3M -$1.93M 1 1.3% Reduced
142
Victory Capital Management
Victory Capital Management
Texas
$79.5M -$266K 3 0.09% Reduced
143
Cresset Asset Management
Cresset Asset Management
Illinois
$78.1M +$71.4M 2 0.1% Increased
144
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$74.6M +$1.3M 4 0.11% Increased
145
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$73.3M -$6.26M 3 0.87% Reduced
146
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$73.3M +$19M 4 0.19% Increased
147
Candriam SCA
Candriam SCA
Luxembourg
$73.1M +$1.78M 3 0.53% Increased
148
Man Group
Man Group
United Kingdom
$71.5M +$66.8M 1 0.22% New
149
Chevy Chase Trust
Chevy Chase Trust
Maryland
$70.8M +$6.26K 3 0.27% Increased
150
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$68.3M +$2.68M 3 0.19% Increased