← 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
Neuberger Berman Group
Neuberger Berman Group
New York
$172M +$14.1M 4 0.2% Increased
77
ACM
Adelante Capital Management
California
$163M +$442K 2 8.05% Increased
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$158M +$6.29M 5 0.27% Increased
79
Canada Life
Canada Life
Manitoba, Canada
$158M +$9.98M 6 0.34% Increased
80
HA
Harbor Advisors
Florida
$155M -$562 4 41.93% Reduced
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$152M +$47.2M 7 0.17% Increased
82
Fidelity International
Fidelity International
Bermuda
$149M -$11.4M 5 0.21% Reduced
83
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$146M -$4.87M 2 0.36% Reduced
84
Resolution Capital
Resolution Capital
Australia
$145M +$109M 2 4.34% Increased
85
Citigroup
Citigroup
New York
$145M +$32.8M 9 0.11% Increased
86
Federated Hermes
Federated Hermes
Pennsylvania
$143M -$9.1M 4 0.32% Reduced
87
Allianz Asset Management
Allianz Asset Management
Germany
$139M +$54.2M 5 0.13% Increased
88
HRES
Heitman Real Estate Securities
Illinois
$139M +$15.1M 2 5.87% Increased
89
Renaissance Technologies
Renaissance Technologies
New York
$139M -$21.9M 6 0.11% Reduced
90
SCH
Sylebra Capital (HK)
Hong Kong
$138M +$6.07M 2 5.41% Increased
91
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$138M +$7.27M 6 0.52% Increased
92
Manning & Napier Group
Manning & Napier Group
New York
$137M -$8.48M 2 1.48% Reduced
93
TD Asset Management
TD Asset Management
Ontario, Canada
$135M +$5.81M 3 0.2% Increased
94
Bank of Montreal
Bank of Montreal
Ontario, Canada
$135M +$35.2M 7 0.1% Increased
95
RC
Rivulet Capital
New Jersey
$134M -$28.1K 1 11.86% Reduced
96
Epoch Investment Partners
Epoch Investment Partners
New York
$134M -$536K 1 0.58% Reduced
97
STRS Ohio
STRS Ohio
Ohio
$133M +$1.08M 5 0.56% Increased
98
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$131M +$1.38M 3 0.43% Increased
99
SEI Investments
SEI Investments
Pennsylvania
$130M -$8.25M 7 0.39% Reduced
100
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$126M +$6.6M 1 0.05% Increased