← 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
Millennium Management
New York
$342M -$11.1M 10 0.14% Reduced
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$342M -$17.2M 4 0.21% Reduced
78
Neuberger Berman Group
Neuberger Berman Group
New York
$339M +$4.54M 5 0.26% Increased
79
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$337M -$54.4M 9 0.16% Reduced
80
Vanguard Asset Management
Vanguard Asset Management
$327M +$305M 6 0.28% New
81
Capital International Investors
Capital International Investors
California
$324M +$311M 2 0.08% New
82
Adage Capital Partners
Adage Capital Partners
Massachusetts
$311M +$786K 4 0.48% Increased
83
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$291M -$4.04M 6 0.94% Reduced
84
Wells Fargo
Wells Fargo
California
$287M -$24.9M 9 0.05% Reduced
85
M&G plc
M&G plc
United Kingdom
$287M -$29.3M 4 1.48% Reduced
86
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$283M +$110M 6 0.32% Increased
87
Rockefeller Capital Management
Rockefeller Capital Management
New York
$272M +$8.16M 9 0.48% Increased
88
Alyeska Investment Group
Alyeska Investment Group
Illinois
$264M -$333M 5 0.75% Reduced
89
VOYA Investment Management
VOYA Investment Management
Georgia
$262M +$79.6M 4 0.27% Increased
90
Holocene Advisors
Holocene Advisors
New York
$261M +$237M 3 0.63% Increased
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$259M -$3.69M 7 0.07% Reduced
92
Castle Hook Partners
Castle Hook Partners
New York
$259M +$235M 1 1.1% New
93
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$256M -$5.42M 5 0.27% Reduced
94
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$256M $0 3 0.42% Maintained
95
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$256M -$98.6M 4 0.44% Reduced
96
ACM
Adelante Capital Management
California
$251M +$5.13M 3 17.18% Increased
97
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$247M +$25.7M 3 0.13% Increased
98
Janus Henderson Group
Janus Henderson Group
$247M -$14.4M 4 0.12% Reduced
99
SCA
Southpoint Capital Advisors
New York
$245M +$222M 1 5.04% New
100
Stifel Financial
Stifel Financial
Missouri
$242M -$10.9M 7 0.22% Reduced