← 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
76
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$83.2M +$91.3M 3 0.62% New
77
OCAM
Owl Creek Asset Management
New York
$81.5M +$98.1M 2 4.31% New
78
HRES
Heitman Real Estate Securities
Illinois
$80.9M +$86.5M 1 5.16% New
79
Panagora Asset Management
Panagora Asset Management
Massachusetts
$80M +$96.3M 4 0.41% New
80
CCM
Cadian Capital Management
New York
$79.8M +$89.8M 1 2.45% New
81
AllianceBernstein
AllianceBernstein
Tennessee
$79M +$88.3M 4 0.08% New
82
Scout Investments
Scout Investments
Missouri
$78.4M +$84.1M 1 0.91% New
83
Two Sigma Advisers
Two Sigma Advisers
New York
$75.4M +$85.6M 4 1.08% New
84
JP
Jana Partners
New York
$74.6M +$84M 1 1.05% New
85
River Road Asset Management
River Road Asset Management
Kentucky
$73.4M +$96.3M 1 0.91% New
86
WCMNY
Westchester Capital Management (New York)
New York
$72.8M +$81.9M 1 1.35% New
87
Renaissance Technologies
Renaissance Technologies
New York
$71.6M +$90.7M 3 0.19% New
88
BlackRock Investment Management
BlackRock Investment Management
Delaware
$65.6M +$74.6M 4 0.12% New
89
Teachers Advisors
Teachers Advisors
New York
$65.4M +$72.2M 4 0.18% New
90
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$65.1M +$69.8M 3 1.83% New
91
RS Investment Management
RS Investment Management
California
$63M +$82.7M 1 0.46% New
92
Principal Financial Group
Principal Financial Group
Iowa
$62.3M +$76.9M 3 0.14% New
93
ESG
Emerging Sovereign Group
New York
$62M +$69.8M 1 2.59% New
94
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$61.9M +$70M 4 0.14% New
95
Manning & Napier Advisors
Manning & Napier Advisors
New York
$61.8M +$66.1M 1 0.33% New
96
PHAM
Pacific Heights Asset Management
California
$61M +$65.3M 1 1.48% New
97
Capital Research Global Investors
Capital Research Global Investors
California
$58.1M +$62.1M 1 0.02% New
98
EC
EMS Capital
New York
$57.1M +$64.2M 2 11.01% New
99
Russell Frank Company
Russell Frank Company
Washington
$56.3M +$61.3M 5 0.1% New
100
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$56.3M +$60.2M 1 2.33% New