← 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
Allianz Asset Management
Allianz Asset Management
Germany
$74M +$69.9M 5 0.09% Increased
77
Stockbridge Partners
Stockbridge Partners
Massachusetts
$74M -$39.2M 1 4.1% Reduced
78
WCMNY
Westchester Capital Management (New York)
New York
$73.5M -$67M 2 0.91% Reduced
79
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$71.8M +$4.69M 5 0.14% Increased
80
Confluence Investment Management
Confluence Investment Management
Missouri
$70.5M -$3.95M 2 3.14% Reduced
81
ING Group
ING Group
Netherlands
$70.1M -$31.2M 3 0.41% Reduced
82
Two Sigma Advisers
Two Sigma Advisers
New York
$70M +$26M 1 0.53% Increased
83
Citadel Advisors
Citadel Advisors
Florida
$69.4M +$1.4M 6 0.07% Increased
84
Ameriprise
Ameriprise
Minnesota
$67.8M -$8.44M 7 0.04% Reduced
85
Two Sigma Investments
Two Sigma Investments
New York
$67.1M -$40.7M 2 0.3% Reduced
86
MP
Makaira Partners
California
$63.1M -$7.32M 1 11.02% Reduced
87
Guggenheim Capital
Guggenheim Capital
Illinois
$60.9M -$36.9M 5 0.15% Reduced
88
Cohen & Steers
Cohen & Steers
New York
$60.1M -$55.7M 2 0.18% Reduced
89
Teachers Advisors
Teachers Advisors
New York
$59.9M +$5.74M 4 0.12% Increased
90
UBS
UBS
Switzerland
$59M -$10.5M 7 0.04% Reduced
91
Charles Schwab
Charles Schwab
California
$58.9M -$1.47M 4 0.1% Reduced
92
California Public Employees Retirement System
California Public Employees Retirement System
California
$58.8M -$2.56M 7 0.08% Reduced
93
OP
Oldfield Partners
United Kingdom
$58.7M +$8.21M 1 3.36% Increased
94
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$58.2M +$5.21M 3 0.28% Increased
95
SCM
Stonerise Capital Management
California
$58.1M -$8.03M 2 28.8% Reduced
96
Principal Financial Group
Principal Financial Group
Iowa
$57M +$2.39M 3 0.1% Increased
97
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$56.9M -$4.03M 1 2.05% Reduced
98
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$56.2M +$22.1M 1 0.08% Increased
99
MWR
McAdams Wright Ragen
Washington
$54.5M -$3.16M 1 3.05% Reduced
100
D.E. Shaw & Co
D.E. Shaw & Co
New York
$54.3M -$35.2M 5 0.07% Reduced