← 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
101	BlackRock Investment Management Wilmington, Delaware	$53.5M	+$789K	4	0.07%	Increased
102	Elliott Management New York	$52.3M	-$53.3M	1	0.59%	Reduced
103	Artisan Partners Milwaukee, Wisconsin	$50.8M	+$72.6M	1	0.09%	Increased
104	New York State Common Retirement Fund Albany, New York	$49M	+$15.8K	3	0.07%	Increased
105	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$48.8M	+$2.04M	4	0.12%	Increased
106	Kornitzer Capital Management Shawnee Mission, Kansas	$48.6M	-$2.22M	2	0.56%	Reduced
107	BNP Paribas Asset Management Paris, France	$46.9M	-$2.82M	3	0.38%	Reduced
108	Janus Henderson Group London,	$44.5M	-$294K	3	0.42%	Reduced
109	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$44M	-$12.9M	3	0.11%	Reduced
110	Millennium Management New York	$43.8M	+$4.32M	4	0.11%	Increased
111	AQR Capital Management Greenwich, Connecticut	$43.7M	-$88M	4	0.12%	Reduced
112	Neuberger Berman Group New York	$43.2M	+$10.4M	3	0.04%	Increased
113	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$42.9M	-$4.56M	3	0.56%	Reduced
114	Welch & Forbes Boston, Massachusetts	$40.8M	-$3.08M	1	1.24%	Reduced
115	Douglas C. Lane & Associates New York	$40.2M	+$312K	1	1.2%	Increased
116	Comerica Bank Dallas, Texas	$39.6M	-$1.54M	4	0.35%	Reduced
117	State Board of Administration of Florida Retirement System Tallahassee, Florida	$39.1M	-$985K	4	0.13%	Reduced
118	Manning & Napier Advisors Fairport, New York	$38.1M	-$12.1K	1	0.16%	Reduced
119	TCG Tremblant Capital Group West Palm Beach, Florida	$38.1M	+$21.5M	1	1.36%	Increased
120	PHAM Pacific Heights Asset Management San Francisco, California	$37.4M	-$6.35M	1	1.5%	Reduced
121	STRS Ohio Columbus, Ohio	$37.2M	-$42.3M	3	0.16%	Reduced
122	NFA Nationwide Fund Advisors Columbus, Ohio	$37.1M	-$7.98M	4	0.16%	Reduced
123	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$36.5M	-$2.78M	5	0.22%	Reduced
124	Coatue Management New York	$36M	+$16.6M	1	0.37%	Increased
125	Tiger Global Management New York	$36M	+$52.6M	1	0.48%	New