← 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
51
OppenheimerFunds
OppenheimerFunds
New York
$132M +$142M 2 0.19% New
52
Wells Fargo
Wells Fargo
California
$128M +$142M 6 0.07% New
53
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$123M +$131M 1 0.56% New
54
Edge Asset Management
Edge Asset Management
Washington
$118M +$126M 1 1.48% New
55
Farallon Capital Management
Farallon Capital Management
California
$116M +$131M 1 2.23% New
56
SIG
Senator Investment Group
New York
$115M +$130M 1 1.8% New
57
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$115M +$126M 4 0.11% New
58
Two Sigma Investments
Two Sigma Investments
New York
$109M +$125M 4 0.76% New
59
Geode Capital Management
Geode Capital Management
Massachusetts
$109M +$126M 4 0.1% New
60
Capital Guardian Trust
Capital Guardian Trust
California
$107M +$140M 2 0.74% New
61
Westwood Holdings Group
Westwood Holdings Group
Texas
$106M +$113M 2 0.93% New
62
Ameriprise
Ameriprise
Minnesota
$99.5M +$112M 7 0.07% New
63
BlackRock Advisors
BlackRock Advisors
Delaware
$97.4M +$109M 5 0.1% New
64
Legal & General Group
Legal & General Group
United Kingdom
$96.6M +$110M 4 0.13% New
65
Barclays
Barclays
United Kingdom
$92.3M +$107M 6 0.11% New
66
ACI
AMP Capital Investors
Australia
$91.6M +$99.4M 3 0.71% New
67
STRS Ohio
STRS Ohio
Ohio
$91.4M +$97.8M 4 0.39% New
68
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$90.5M +$104M 4 0.07% New
69
Nuveen
Nuveen
North Carolina
$90.5M +$97.1M 4 0.61% New
70
Lazard Asset Management
Lazard Asset Management
New York
$89.9M +$96.4M 3 0.21% New
71
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$85.6M +$109M 3 0.09% New
72
Asset Management One
Asset Management One
Japan
$84.8M +$92.2M 3 1.38% New
73
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$83.9M +$108M 3 0.02% New
74
Credit Suisse
Credit Suisse
Switzerland
$83.5M +$97.3M 5 0.08% New
75
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$83.4M +$93.8M 1 3.34% New