← 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
1832 Asset Management
1832 Asset Management
Ontario, Canada
$154M -$28M 1 0.5% Reduced
77
Fidelity International
Fidelity International
Bermuda
$154M +$23.2M 5 0.23% Increased
78
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$152M +$1.94M 5 0.29% Increased
79
STRS Ohio
STRS Ohio
Ohio
$138M +$6.78M 4 0.61% Increased
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$137M +$2.9M 5 0.27% Increased
81
Manning & Napier Group
Manning & Napier Group
New York
$137M -$8.17M 2 1.49% Reduced
82
Epoch Investment Partners
Epoch Investment Partners
New York
$136M -$13.2M 1 0.61% Reduced
83
HA
Harbor Advisors
Florida
$134M -$147K 4 39.98% Reduced
84
ACM
Adelante Capital Management
California
$131M -$20.9M 1 6.75% Reduced
85
UBS Group
UBS Group
Switzerland
$131M +$16.4M 9 0.05% Increased
86
Neuberger Berman Group
Neuberger Berman Group
New York
$129M -$1.89M 4 0.15% Reduced
87
Millennium Management
Millennium Management
New York
$127M -$84.6M 6 0.19% Reduced
88
SCH
Sylebra Capital (HK)
Hong Kong
$121M -$1.43M 2 5.59% Reduced
89
Asset Management One
Asset Management One
Japan
$120M +$4.2M 5 0.59% Increased
90
Citigroup
Citigroup
New York
$120M +$12.3M 9 0.1% Increased
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$118M -$32.6M 4 0.29% Reduced
92
TD Asset Management
TD Asset Management
Ontario, Canada
$114M +$998K 3 0.17% Increased
93
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$114M +$95.1M 2 0.28% Increased
94
Renaissance Technologies
Renaissance Technologies
New York
$113M +$44.3M 5 0.1% Increased
95
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$112M -$5.14M 1 1.07% Reduced
96
Prudential Financial
Prudential Financial
New Jersey
$112M -$2.88M 4 0.17% Reduced
97
SEI Investments
SEI Investments
Pennsylvania
$110M -$5.6M 7 0.36% Reduced
98
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$107M -$3.4M 4 0.3% Reduced
99
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$107M +$143K 5 0.28% Increased
100
AACA
American Assets Capital Advisers
California
$107M -$963K 4 24.09% Reduced