← 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
176
ECP
Electron Capital Partners
New York
$53.5M -$37.1M 2 2.75% Reduced
177
Royal London Asset Management
Royal London Asset Management
United Kingdom
$52.8M +$734K 3 0.13% Increased
178
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$51.9M $0 2 0.87% Maintained
179
Truist Financial
Truist Financial
North Carolina
$51.8M +$1.77M 3 0.08% Increased
180
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$51.3M -$56.1M 4 0.11% Reduced
181
VanEck Associates
VanEck Associates
New York
$51.1M +$7.47M 4 0.07% Increased
182
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$50.5M +$3.39M 3 0.6% Increased
183
AHC
Adell Harriman & Carpenter
Texas
$49.4M +$1.19M 3 3.81% Increased
184
VC
Vision Capital
Ontario, Canada
$49.3M +$46.6M 1 8.01% New
185
AACA
American Assets Capital Advisers
California
$47.9M +$1.45M 3 15.16% Increased
186
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$47.3M -$10.8M 6 0.3% Reduced
187
Capital Group Private Client Services
Capital Group Private Client Services
California
$47.1M -$9.73M 1 0.47% Reduced
188
Allspring Global Investments
Allspring Global Investments
North Carolina
$46.8M -$7.91M 3 0.08% Reduced
189
VAM
Vert Asset Management
California
$46.7M +$2.75M 3 18.62% Increased
190
Manning & Napier Advisors
Manning & Napier Advisors
New York
$46.4M +$46M 2 0.52% New
191
SG Americas Securities
SG Americas Securities
New York
$46.3M +$5.34M 4 0.27% Increased
192
AQR Capital Management
AQR Capital Management
Connecticut
$46.2M -$594K 4 0.07% Reduced
193
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$46.1M -$52.6M 2 0.43% Reduced
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$45.1M -$823K 3 0.13% Reduced
195
PS
Presima Securities
Quebec, Canada
$45.1M +$8.18M 2 10.04% Increased
196
MetLife Investment Management
MetLife Investment Management
New Jersey
$44.7M +$8.78M 3 0.27% Increased
197
Chilton Capital Management
Chilton Capital Management
Texas
$44.6M +$1.14M 3 1.99% Increased
198
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$44.4M +$1.29M 5 0.07% Increased
199
Quilter Plc
Quilter Plc
United Kingdom
$43.8M +$8.01M 1 0.98% Increased
200
1WCM
12 West Capital Management
New York
$42.9M $0 1 4.41% Maintained