← 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
AACA
American Assets Capital Advisers
California
$40.3M -$13.8M 2 11.4% Reduced
202
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$40.2M -$357K 4 0.06% Reduced
203
VAM
Vert Asset Management
California
$40.1M +$456K 3 17.31% Increased
204
PS
Presima Securities
Quebec, Canada
$40M -$727K 2 9.01% Reduced
205
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$39.4M -$1.64M 2 0.55% Reduced
206
Alyeska Investment Group
Alyeska Investment Group
Illinois
$39.2M -$23.6M 3 0.26% Reduced
207
Erste Asset Management
Erste Asset Management
Austria
$39.1M -$2.11M 2 0.57% Reduced
208
AIG
American International Group
New York
$39M +$404K 3 0.16% Increased
209
AQR Capital Management
AQR Capital Management
Connecticut
$38.9M +$6.27M 3 0.07% Increased
210
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$38.7M -$22.5M 3 0.26% Reduced
211
Arizona State Retirement System
Arizona State Retirement System
Arizona
$38.3M +$276K 3 0.29% Increased
212
MGCM
Mane Global Capital Management
New York
$38.2M +$36.5M 1 3.69% New
213
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$37.5M +$57.6K 3 0.22% Increased
214
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$37.2M -$1.97M 2 0.65% Reduced
215
Carlyle Group
Carlyle Group
District of Columbia
$37.1M $0 1 1.79% Maintained
216
Boston Financial Management
Boston Financial Management
Massachusetts
$36.8M -$505K 2 1.25% Reduced
217
1832 Asset Management
1832 Asset Management
Ontario, Canada
$36.7M -$16M 2 0.05% Reduced
218
Corient Private Wealth
Corient Private Wealth
Florida
$36.3M -$80.3K 5 0.07% Reduced
219
Quilter Plc
Quilter Plc
United Kingdom
$35.5M +$10.7M 1 1.2% Increased
220
Curi RMB Capital
Curi RMB Capital
Illinois
$35.4M -$528K 1 1.08% Reduced
221
MetLife Investment Management
MetLife Investment Management
New Jersey
$35.2M -$544K 3 0.25% Reduced
222
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.1M +$1.09M 3 0.08% Increased
223
BIC
B&I Capital
Switzerland
$35M +$4.55M 1 11.03% Increased
224
New York Life Investment Management
New York Life Investment Management
New York
$34.9M +$9.33M 3 0.36% Increased
225
BC
BIT Capital
Germany
$34.6M +$15.5M 1 3.41% Increased