← 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
FTCM
Fir Tree Capital Management
New York
$162M -$12.9M 1 4.37% Reduced
77
VOYA Investment Management
VOYA Investment Management
Georgia
$160M +$49M 5 0.33% Increased
78
Prudential Financial
Prudential Financial
New Jersey
$159M +$29.3M 4 0.22% Increased
79
ACI
AMP Capital Investors
Australia
$157M +$5.35M 4 0.84% Increased
80
Macquarie Group
Macquarie Group
Australia
$157M -$29.5M 5 0.28% Reduced
81
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$153M -$1.46M 5 0.65% Reduced
82
USS Investment Management
USS Investment Management
United Kingdom
$153M $0 1 1.78% Maintained
83
Moore Capital Management
Moore Capital Management
New York
$151M +$74.8M 3 2.75% Increased
84
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$151M +$3.52M 5 0.31% Increased
85
Barclays
Barclays
United Kingdom
$149M +$65M 8 0.12% Increased
86
Security Capital Research & Management
Security Capital Research & Management
Illinois
$149M +$1.17M 3 4.63% Increased
87
Renaissance Technologies
Renaissance Technologies
New York
$147M -$24.4M 7 0.16% Reduced
88
ACM
Adelante Capital Management
California
$146M +$2.52M 2 7.95% Increased
89
Canada Life
Canada Life
Manitoba, Canada
$143M +$12.8M 4 0.34% Increased
90
Victory Capital Management
Victory Capital Management
Texas
$143M -$34.8M 4 0.3% Reduced
91
BAMCO Inc
BAMCO Inc
New York
$142M +$103K 2 0.66% Increased
92
Allianz Asset Management
Allianz Asset Management
Germany
$141M +$20.6M 4 0.11% Increased
93
Confluence Investment Management
Confluence Investment Management
Missouri
$139M +$2.86M 2 2.54% Increased
94
SC
Schooner Capital
Florida
$138M -$37.9M 1 100% Reduced
95
SEI Investments
SEI Investments
Pennsylvania
$137M +$722K 5 0.48% Increased
96
Barings
Barings
North Carolina
$136M +$8.24M 2 1.77% Increased
97
NSLI
Nan Shan Life Insurance
Taiwan
$135M +$118M 4 3.51% Increased
98
STRS Ohio
STRS Ohio
Ohio
$132M +$4.29M 4 0.56% Increased
99
Wellington Management Group
Wellington Management Group
Massachusetts
$125M -$19.6M 2 0.03% Reduced
100
Westfield Capital Management
Westfield Capital Management
Massachusetts
$125M +$5.24M 2 0.95% Increased