← 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
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$74.1M -$2.84M 3 0.23% Reduced
177
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$72.5M +$7.34M 5 0.09% Increased
178
PHK
Point72 Hong Kong
Hong Kong
$72.1M +$45.2M 2 3.31% Increased
179
TCW Group
TCW Group
California
$71.5M +$53.1M 3 0.6% Increased
180
Man Group
Man Group
United Kingdom
$70.3M -$93.1M 2 0.12% Reduced
181
Royal London Asset Management
Royal London Asset Management
United Kingdom
$70.1M -$1.32M 3 0.15% Reduced
182
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$68.7M +$67.7M 3 0.38% New
183
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$67.9M -$248K 3 0.25% Reduced
184
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$67.5M +$308K 3 0.27% Increased
185
LBP AM
LBP AM
France
$67.1M +$7.18M 2 0.82% Increased
186
Epoch Investment Partners
Epoch Investment Partners
New York
$66.3M -$3.17M 1 0.36% Reduced
187
INTECH Investment Management
INTECH Investment Management
Florida
$64.4M +$24.3M 3 0.57% Increased
188
Discovery Capital Management
Discovery Capital Management
Connecticut
$64.3M +$52.4M 3 3.53% Increased
189
Creative Planning
Creative Planning
Kansas
$64.2M +$12.1M 7 0.05% Increased
190
Carrhae Capital
Carrhae Capital
United Kingdom
$63.8M +$43.7M 1 3.76% Increased
191
VanEck Associates
VanEck Associates
New York
$62.8M -$11.1M 6 0.06% Reduced
192
Korea Investment Corp
Korea Investment Corp
South Korea
$62.1M -$76.9M 3 0.13% Reduced
193
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$61.6M -$58.3M 1 0.49% Reduced
194
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$61.6M -$1.33M 3 0.24% Reduced
195
Credit Agricole
Credit Agricole
France
$60.9M +$59.9M 3 0.16% New
196
UIC
Uniplan Investment Counsel
Wisconsin
$60.4M +$562K 2 5.91% Increased
197
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$60M +$23.7M 8 0.07% Increased
198
OCMH
Oxbow Capital Management (HK)
Hong Kong
$59.4M $0 1 10.41% Maintained
199
IFM Investors
IFM Investors
Australia
$59M -$41.6K 3 0.52% Reduced
200
Huntington National Bank
Huntington National Bank
Ohio
$58.9M +$2.82M 6 0.36% Increased