← 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
Cerity Partners
Cerity Partners
New York
$58.2M -$3.43M 5 0.09% Reduced
202
VAM
Vert Asset Management
California
$57.8M +$4.17M 3 19.42% Increased
203
Farallon Capital Management
Farallon Capital Management
California
$56.7M +$21M 1 0.23% Increased
204
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.3M +$8.89M 3 0.21% Increased
205
AHC
Adell Harriman & Carpenter
Texas
$55.9M +$409K 3 3.39% Increased
206
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$55.2M -$5.93M 3 0.08% Reduced
207
ARAM
Ardmore Road Asset Management
New York
$54.7M +$46.5M 2 3.53% Increased
208
William Blair & Company
William Blair & Company
Illinois
$54.4M -$158K 3 0.14% Reduced
209
Metis Global Partners
Metis Global Partners
California
$54M +$7.03M 3 1.27% Increased
210
TAM
Thematics Asset Management
France
$53.3M -$438K 2 2.42% Reduced
211
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$52.9M +$2.46M 3 0.27% Increased
212
PS
Presima Securities
Quebec, Canada
$52.3M -$12.5M 2 14.36% Reduced
213
VC
Vision Capital
Ontario, Canada
$51.5M +$15.4M 2 15.07% Increased
214
First Trust Advisors
First Trust Advisors
Illinois
$50.3M -$31.7M 4 0.04% Reduced
215
Axiom Investors
Axiom Investors
Connecticut
$49.6M -$30.9M 1 0.37% Reduced
216
DnB Asset Management
DnB Asset Management
Norway
$48.7M +$226K 4 0.18% Increased
217
Första AP-fonden
Första AP-fonden
Sweden
$48.4M -$671K 3 0.29% Reduced
218
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$48.3M -$3.32M 3 0.64% Reduced
219
Arizona State Retirement System
Arizona State Retirement System
Arizona
$48.3M +$127K 3 0.26% Increased
220
Cresset Asset Management
Cresset Asset Management
Illinois
$47.9M +$325K 4 0.21% Increased
221
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$47.7M +$1.08M 3 0.08% Increased
222
SLF
Sun Life Financial
Ontario, Canada
$47.4M +$1.68M 2 2.42% Increased
223
Prudential plc
Prudential plc
United Kingdom
$46.8M +$2.5M 3 0.34% Increased
224
Chilton Capital Management
Chilton Capital Management
Texas
$46.1M +$1.56M 3 1.55% Increased
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$45.6M -$10.1M 3 0.15% Reduced