← 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
Fidelity International
Fidelity International
Bermuda
$260M +$126M 4 0.33% Increased
52
Prudential Financial
Prudential Financial
New Jersey
$253M +$25.8M 3 0.43% Increased
53
PGGM Investments
PGGM Investments
Netherlands
$253M +$296M 2 4.45% New
54
Macquarie Group
Macquarie Group
Australia
$247M -$14.2M 8 0.3% Reduced
55
Swedbank
Swedbank
Sweden
$247M -$10.2M 4 0.59% Reduced
56
Pentwater Capital Management
Pentwater Capital Management
Florida
$243M +$22.9M 1 2.71% Increased
57
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$240M +$979K 6 0.4% Increased
58
Janus Henderson Group
Janus Henderson Group
$240M +$36.8M 4 0.18% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$235M -$16.9M 10 0.26% Reduced
60
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$231M +$23.5M 2 9.93% Increased
61
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$229M +$9.1M 2 2.88% Increased
62
AllianceBernstein
AllianceBernstein
Tennessee
$221M -$74.7M 7 0.11% Reduced
63
HBK Investments
HBK Investments
Texas
$219M +$167M 1 1.55% Increased
64
Alkeon Capital Management
Alkeon Capital Management
New York
$213M -$29.2M 1 0.69% Reduced
65
Neuberger Berman Group
Neuberger Berman Group
New York
$211M +$27.5M 4 0.22% Increased
66
Ameriprise
Ameriprise
Minnesota
$200M -$205M 5 0.07% Reduced
67
Elliott Investment Management
Elliott Investment Management
Florida
$195M $0 1 2.02% Maintained
68
BC Partners Advisors
BC Partners Advisors
New York
$195M $0 1 1.8% Maintained
69
Raymond James & Associates
Raymond James & Associates
Florida
$194M -$6.52M 4 0.2% Reduced
70
Renaissance Technologies
Renaissance Technologies
New York
$188M +$86.9M 5 0.27% Increased
71
DG
DigitalBridge Group
Florida
$188M +$32.5M 2 26.77% Increased
72
Asset Management One
Asset Management One
Japan
$188M -$6.78M 3 0.96% Reduced
73
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$188M +$6.4M 5 0.28% Increased
74
TD Asset Management
TD Asset Management
Ontario, Canada
$187M +$11M 4 0.23% Increased
75
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$186M -$5.88M 4 0.84% Reduced