← 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	Millennium Management New York	$271M	-$275M	7	0.13%	Reduced
77	M&G plc London, United Kingdom	$257M	+$17.6M	2	1.41%	Increased
78	Wells Fargo San Francisco, California	$256M	-$1.78M	7	0.05%	Reduced
79	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$256M	+$9.6M	7	0.86%	Increased
80	Balyasny Asset Management Chicago, Illinois	$255M	-$9.97M	6	0.38%	Reduced
81	Envestnet Asset Management Chicago, Illinois	$249M	+$2M	4	0.07%	Increased
82	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$249M	+$8.21M	3	0.28%	Increased
83	Neuberger Berman Group New York	$248M	+$31.8M	4	0.19%	Increased
84	Adage Capital Partners Boston, Massachusetts	$246M	+$13.7M	3	0.41%	Increased
85	CAM Contour Asset Management New York	$240M	+$85.6M	1	7.83%	Increased
86	DekaBank Deutsche Girozentrale Frankfurt, Germany	$236M	-$6.89M	3	0.42%	Reduced
87	ACM Adelante Capital Management Alameda, California	$224M	-$4.72M	3	16.47%	Reduced
88	HRES Heitman Real Estate Securities Chicago, Illinois	$219M	-$12.7M	3	15.5%	Reduced
89	Stifel Financial St. Louis, Missouri	$218M	+$1.51M	5	0.21%	Increased
90	Capital World Investors Los Angeles, California	$217M	$0	1	0.03%	Maintained
91	Fidelity International Hamilton, Bermuda	$216M	+$152M	4	0.18%	Increased
92	STRS Ohio Columbus, Ohio	$213M	+$2.55M	3	0.8%	Increased
93	Alyeska Investment Group Chicago, Illinois	$213M	-$111M	4	0.75%	Reduced
94	Sachem Head Capital Management New York	$210M	+$67.5M	1	6.57%	Increased
95	HA Harbor Advisors West Palm Beach, Florida	$206M	+$255K	2	33.64%	Increased
96	Rockefeller Capital Management New York	$193M	+$830K	3	0.42%	Increased
97	TCM Tekne Capital Management New York	$191M	+$10.2M	1	66.63%	Increased
98	Pacer Advisors Malvern, Pennsylvania	$187M	+$1.21M	5	0.47%	Increased
99	Alkeon Capital Management New York	$186M	-$106M	1	0.31%	Reduced
100	Axa Paris, France	$183M	-$27.3M	3	0.53%	Reduced