← 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
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$53.7M +$25.8M 2 1.02% Increased
102
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$53.5M -$1.02M 3 0.08% Reduced
103
Artisan Partners
Artisan Partners
Wisconsin
$52.9M +$11M 1 0.09% Increased
104
Janus Henderson Group
Janus Henderson Group
$52.7M +$4.84M 3 0.38% Increased
105
Welch & Forbes
Welch & Forbes
Massachusetts
$52M +$3.49M 1 1.53% Increased
106
ING Group
ING Group
Netherlands
$51.8M -$21.8M 2 0.24% Reduced
107
CC
Colrain Capital
Massachusetts
$51.4M +$13.4M 1 3.97% Increased
108
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$51.1M +$12.5M 5 0.11% Increased
109
CBOA
Commonwealth Bank of Australia
Australia
$50.8M +$4.82M 2 0.72% Increased
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$50.5M +$2.39M 3 0.12% Increased
111
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$49.6M -$2.12M 2 0.58% Reduced
112
Neuberger Berman Group
Neuberger Berman Group
New York
$48.6M +$1.34M 3 0.05% Increased
113
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$48.3M $0 1 0.07% Maintained
114
TCG
Tremblant Capital Group
Florida
$48.2M +$4.32M 1 2.32% Increased
115
Renaissance Technologies
Renaissance Technologies
New York
$46.8M +$34.8M 4 0.11% Increased
116
BlackRock
BlackRock
New York
$46.4M -$36.8M 5 0.07% Reduced
117
Stifel Financial
Stifel Financial
Missouri
$46.1M +$8.49M 4 0.26% Increased
118
Citadel Advisors
Citadel Advisors
Florida
$45M -$30.3M 5 0.04% Reduced
119
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$44.5M +$1.5M 1 1.2% Increased
120
CI Investments Inc
CI Investments Inc
Ontario, Canada
$44.3M +$12.1M 2 0.5% Increased
121
Allianz Asset Management
Allianz Asset Management
Germany
$44.3M -$37.5M 3 0.05% Reduced
122
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$43.4M +$662K 4 0.14% Increased
123
ESCM
Echo Street Capital Management
New York
$42.9M +$21.2M 1 2.65% Increased
124
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M +$4.82M 5 0.06% Increased
125
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.3M +$1.52M 4 0.24% Increased