← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$91M +$54.5M 6 0.14% Increased
77
Lazard Asset Management
Lazard Asset Management
New York
$90.5M +$4.42M 3 0.19% Increased
78
Wells Fargo
Wells Fargo
California
$89.8M -$8.67M 6 0.03% Reduced
79
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$88.4M +$10.3M 2 0.51% Increased
80
Raymond James & Associates
Raymond James & Associates
Florida
$87.8M +$22.4M 4 0.34% Increased
81
Two Sigma Investments
Two Sigma Investments
New York
$87.8M +$48.3M 4 0.41% Increased
82
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$81.7M +$81.3M 4 0.78% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$79.3M +$35.9M 4 0.12% Increased
84
Confluence Investment Management
Confluence Investment Management
Missouri
$78.1M +$2.78M 2 2.84% Increased
85
Wasatch Advisors
Wasatch Advisors
Utah
$77.7M -$2.97M 1 0.85% Reduced
86
TCG
Tremblant Capital Group
Florida
$77.1M +$31.1M 1 4.31% Increased
87
Two Sigma Advisers
Two Sigma Advisers
New York
$74.7M +$15.1M 1 0.56% Increased
88
Stifel Financial
Stifel Financial
Missouri
$74.6M +$65.9K 4 0.39% Increased
89
Artisan Partners
Artisan Partners
Wisconsin
$70.3M +$327K 1 0.13% Increased
90
Victory Capital Management
Victory Capital Management
Texas
$68.9M -$82.4M 3 0.26% Reduced
91
MP
Makaira Partners
California
$67.6M +$54.8M 1 10.38% Increased
92
Barclays
Barclays
United Kingdom
$66.8M -$24.3M 5 0.08% Reduced
93
Prudential Financial
Prudential Financial
New Jersey
$65M +$28.1M 3 0.12% Increased
94
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$64.1M $0 1 0.09% Maintained
95
CRM
Cramer Rosenthal McGlynn
Connecticut
$63.5M -$11.8M 1 0.79% Reduced
96
Teachers Advisors
Teachers Advisors
New York
$62.9M +$8.21M 4 0.12% Increased
97
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$62M +$3.26M 4 2.1% Increased
98
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$61.8M +$12.1M 4 0.09% Increased
99
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$61.4M +$6.99M 5 0.12% Increased
100
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$60.9M -$11.7M 3 0.49% Reduced