← 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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$66.7M -$1.18M 3 0.42% Reduced
177
TAM
Thematics Asset Management
France
$65.7M +$3.61M 2 2.6% Increased
178
Royal London Asset Management
Royal London Asset Management
United Kingdom
$65.4M +$3.1M 3 0.16% Increased
179
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$64.6M -$11.2M 3 0.23% Reduced
180
AHC
Adell Harriman & Carpenter
Texas
$62.1M +$167K 3 4.52% Increased
181
VC
Vision Capital
Ontario, Canada
$61.4M +$8.43M 1 9.91% Increased
182
VanEck Associates
VanEck Associates
New York
$61.3M +$7.19M 4 0.08% Increased
183
PineBridge Investments
PineBridge Investments
New York
$60.4M -$27.6M 3 0.45% Reduced
184
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$59.4M +$991K 3 0.64% Increased
185
SG Americas Securities
SG Americas Securities
New York
$59.1M +$5.81M 5 0.21% Increased
186
Allspring Global Investments
Allspring Global Investments
North Carolina
$58.3M +$1.91M 5 0.09% Increased
187
Truist Financial
Truist Financial
North Carolina
$58.1M -$2.1M 3 0.09% Reduced
188
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$58.1M +$20.6M 2 0.42% Increased
189
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$57.9M -$2.81M 4 0.11% Reduced
190
Sachem Head Capital Management
Sachem Head Capital Management
New York
$57.6M +$24.7M 1 3.02% Increased
191
Quilter Plc
Quilter Plc
United Kingdom
$57.1M +$5.25M 1 1.17% Increased
192
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$56.7M +$20.3M 4 0.35% Increased
193
Cresset Asset Management
Cresset Asset Management
Illinois
$56.3M -$28.1M 4 0.22% Reduced
194
Natixis
Natixis
France
$55.7M +$34.3M 3 0.31% Increased
195
VAM
Vert Asset Management
California
$55.5M +$1.08M 3 19.15% Increased
196
Sanctuary Advisors
Sanctuary Advisors
Indiana
$55M +$30.1M 3 0.35% Increased
197
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$54.6M -$247K 1 2.56% Reduced
198
Marex Group
Marex Group
$52.5M +$21.4M 2 1.2% Increased
199
PS
Presima Securities
Quebec, Canada
$51.9M -$746K 2 11.39% Reduced
200
Chilton Capital Management
Chilton Capital Management
Texas
$51.9M +$1.26M 3 2.15% Increased