← 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
201
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$16.8M $0 3 0.22% Maintained
202
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.8M +$2M 5 0.08% Increased
203
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$16.8M +$1.97M 3 0.17% Increased
204
D.E. Shaw & Co
D.E. Shaw & Co
New York
$16.4M -$25.1M 5 0.02% Reduced
205
Aviva
Aviva
United Kingdom
$16.4M -$244K 3 0.14% Reduced
206
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15.8M +$6.86M 6 0.04% Increased
207
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$15.8M +$1.04M 5 0.22% Increased
208
Fenimore Asset Management
Fenimore Asset Management
New York
$15.7M +$737K 1 0.85% Increased
209
AIP
ARS Investment Partners
New York
$15.7M -$6.2M 1 3.6% Reduced
210
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$15.6M +$25.3M 3 0.1% Increased
211
Martingale Asset Management
Martingale Asset Management
Massachusetts
$15.5M +$2.41M 2 0.38% Increased
212
CA
Claar Advisors
New York
$15.5M -$9.06M 2 8.51% Reduced
213
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15.4M -$8.47M 3 0.05% Reduced
214
AACA
American Assets Capital Advisers
California
$15.3M -$73.1K 2 10.42% Reduced
215
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.3M +$138K 4 0.11% Increased
216
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$15.3M -$11.6M 3 0.52% Reduced
217
Ninety One (UK)
Ninety One (UK)
United Kingdom
$15.2M +$411K 2 0.1% Increased
218
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$15.1M -$2.01M 2 0.11% Reduced
219
CPP
Crow Point Partners
Massachusetts
$15.1M +$15.1M 2 2.23% Increased
220
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$15.1M +$101K 1 0.12% Increased
221
SCM
SkyTop Capital Management
New Jersey
$15M $0 1 11.69% Maintained
222
Rockefeller Financial Services
Rockefeller Financial Services
New York
$14.6M +$121K 1 0.3% Increased
223
TAAM
Top Ace Asset Management
Hong Kong
$14.2M -$4.27M 1 18.14% Reduced
224
NLCM
Neon Liberty Capital Management
New York
$13.8M $0 1 23.16% Maintained
225
HighTower Advisors
HighTower Advisors
Illinois
$13.8M +$4.73M 3 0.18% Increased