← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$70.6M +$5M 4 0.17% Increased
102
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$69.7M +$5.17M 3 0.16% Increased
103
BlackRock Investment Management
BlackRock Investment Management
Delaware
$69.4M +$3.04M 4 0.09% Increased
104
RS Investment Management
RS Investment Management
California
$68.5M +$3.5M 2 0.61% Increased
105
Lazard Asset Management
Lazard Asset Management
New York
$68.3M -$319K 3 0.16% Reduced
106
Asset Management One
Asset Management One
Japan
$65.4M -$3.19M 4 0.98% Reduced
107
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$65.2M +$63M 1 2.86% New
108
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$64.9M -$6.33M 1 0.11% Reduced
109
GA
Geneva Advisors
Illinois
$64.7M -$463K 1 1.24% Reduced
110
Swiss National Bank
Swiss National Bank
Switzerland
$63.9M +$2.08M 4 0.15% Increased
111
EC
EMS Capital
New York
$63.5M +$5.26M 1 6.48% Increased
112
STRS Ohio
STRS Ohio
Ohio
$61.6M +$540K 4 0.28% Increased
113
AllianceBernstein
AllianceBernstein
Tennessee
$61.4M +$1.08M 5 0.05% Increased
114
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$60.1M -$1.06M 2 0.74% Reduced
115
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$60.1M +$372K 1 1.63% Increased
116
PRCM
Pine River Capital Management
Minnesota
$59.3M +$31.5M 1 0.79% Increased
117
Stifel Financial
Stifel Financial
Missouri
$58.9M -$28.5M 5 0.31% Reduced
118
Moore Capital Management
Moore Capital Management
New York
$58.8M +$30.5M 2 1.82% Increased
119
MTB
Mizuho Trust & Banking
Japan
$54.9M +$2.75M 4 0.18% Increased
120
BKBG
BHF Kleinwort Benson Group
Belgium
$54.2M +$51.7M 1 1.24% New
121
SEI Investments
SEI Investments
Pennsylvania
$54.2M +$26.6M 5 0.33% Increased
122
AIM
Allen Investment Management
New York
$53.4M +$11M 1 4.47% Increased
123
CC
Carlson Capital
Texas
$52.6M +$2.88M 1 0.59% Increased
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$52.2M +$2.86M 4 0.2% Increased
125
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$51.2M -$3.67M 2 0.84% Reduced