← 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
M&G plc
M&G plc
United Kingdom
$255M +$1.75M 2 1.35% Increased
77
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$253M +$294K 6 0.8% Increased
78
Neuberger Berman Group
Neuberger Berman Group
New York
$253M +$8.55M 3 0.19% Increased
79
Sachem Head Capital Management
Sachem Head Capital Management
New York
$248M -$16.5M 1 7.01% Reduced
80
Fidelity International
Fidelity International
Bermuda
$247M +$29.8M 4 0.19% Increased
81
Balyasny Asset Management
Balyasny Asset Management
Illinois
$246M -$25.5M 8 0.31% Reduced
82
Jane Street
Jane Street
New York
$246M +$164M 7 0.04% Increased
83
TCM
Tekne Capital Management
New York
$245M +$2.59M 1 69.24% Increased
84
Citigroup
Citigroup
New York
$244M -$44.5M 8 0.11% Reduced
85
Envestnet Asset Management
Envestnet Asset Management
Illinois
$241M -$5.14M 4 0.07% Reduced
86
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$239M -$6.93M 3 0.24% Reduced
87
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$233M $0 3 0.39% Maintained
88
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$230M +$61.5M 6 0.37% Increased
89
STRS Ohio
STRS Ohio
Ohio
$228M +$16.7M 3 0.84% Increased
90
Stifel Financial
Stifel Financial
Missouri
$227M +$12M 6 0.21% Increased
91
Adage Capital Partners
Adage Capital Partners
Massachusetts
$225M -$18.2M 3 0.36% Reduced
92
ACM
Adelante Capital Management
California
$218M -$3.58M 3 14.55% Reduced
93
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$218M -$100M 5 0.22% Reduced
94
TC
Triata Capital
Hong Kong
$217M +$20M 2 25.28% Increased
95
Capital World Investors
Capital World Investors
California
$216M $0 1 0.03% Maintained
96
HRES
Heitman Real Estate Securities
Illinois
$208M -$8M 3 14.22% Reduced
97
Allianz Asset Management
Allianz Asset Management
Germany
$206M +$23.9M 4 0.23% Increased
98
Nomura Holdings
Nomura Holdings
Japan
$205M -$227M 4 0.32% Reduced
99
HA
Harbor Advisors
Florida
$203M +$532K 3 31.31% Increased
100
Swedbank
Swedbank
Sweden
$197M -$107M 3 0.2% Reduced