← 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
151
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$93.6M -$17M 6 0.21% Reduced
152
Douglas Lane & Associates
Douglas Lane & Associates
New York
$93.3M -$262K 1 1.45% Reduced
153
Truist Financial
Truist Financial
North Carolina
$91.8M +$12M 6 0.16% Increased
154
LSV Asset Management
LSV Asset Management
Illinois
$89.4M -$15.7M 1 0.15% Reduced
155
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$89.2M +$8.31M 7 0.58% Increased
156
USS Investment Management
USS Investment Management
United Kingdom
$89.1M $0 2 0.77% Maintained
157
Aviva
Aviva
United Kingdom
$88.6M +$5.63M 6 0.43% Increased
158
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$86.8M +$76M 4 0.13% Increased
159
AQR Capital Management
AQR Capital Management
Connecticut
$85.4M -$14.7M 6 0.14% Reduced
160
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$84.7M +$7.26M 6 0.19% Increased
161
Holocene Advisors
Holocene Advisors
New York
$83.5M +$83.3M 2 0.52% Increased
162
SCM
Spyglass Capital Management
California
$81.6M +$16.9M 1 2.15% Increased
163
Millennium Management
Millennium Management
New York
$80.4M -$151M 10 0.06% Reduced
164
Temasek Holdings
Temasek Holdings
Singapore
$80.1M -$6.87M 1 0.31% Reduced
165
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$79.1M -$5.1M 4 0.14% Reduced
166
Barings
Barings
North Carolina
$78.8M +$12.1M 3 1.95% Increased
167
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$78.1M +$10.6M 4 0.85% Increased
168
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$76.8M +$4.09M 3 0.19% Increased
169
NSLI
Nan Shan Life Insurance
Taiwan
$75.8M +$54.5M 3 1.47% Increased
170
Chevy Chase Trust
Chevy Chase Trust
Maryland
$74.5M -$11.7M 3 0.27% Reduced
171
Capital International Inc
Capital International Inc
California
$74.4M -$11.8M 2 0.69% Reduced
172
D.E. Shaw & Co
D.E. Shaw & Co
New York
$72.7M -$99.5M 4 0.07% Reduced
173
Pinnacle Associates
Pinnacle Associates
New York
$72M -$6.39M 4 1.37% Reduced
174
Sands Capital Management
Sands Capital Management
Virginia
$72M +$9.71M 1 0.14% Increased
175
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$71.7M +$3.12M 6 0.15% Increased