← 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
126
Macquarie Group
Macquarie Group
Australia
$185M +$5.29M 3 0.8% Increased
127
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$185M +$109M 5 0.23% Increased
128
Aviva
Aviva
United Kingdom
$183M +$1.79M 3 0.27% Increased
129
Capital World Investors
Capital World Investors
California
$182M -$62.3M 2 0.02% Reduced
130
TCM
Tekne Capital Management
New York
$179M +$35.7M 1 58.73% Increased
131
LPL Financial
LPL Financial
California
$176M +$12.9M 8 0.04% Increased
132
Danske Bank
Danske Bank
Denmark
$174M -$2.66M 4 0.34% Reduced
133
DG
DigitalBridge Group
Florida
$174M -$43M 3 10.4% Reduced
134
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$172M -$3.84M 3 0.28% Reduced
135
Railway Pension Investments
Railway Pension Investments
United Kingdom
$171M -$45.5M 1 2.15% Reduced
136
CI Investments Inc
CI Investments Inc
Ontario, Canada
$167M +$10.1M 5 0.54% Increased
137
Pacer Advisors
Pacer Advisors
Pennsylvania
$165M +$15.2M 6 0.42% Increased
138
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$165M -$72.5K 8 0.21% Reduced
139
Holocene Advisors
Holocene Advisors
New York
$164M -$117M 3 0.37% Reduced
140
CAM
Contour Asset Management
New York
$161M -$20.9M 1 3.81% Reduced
141
Korea Investment Corp
Korea Investment Corp
South Korea
$159M -$8.11M 3 0.3% Reduced
142
Elliott Investment Management
Elliott Investment Management
Florida
$156M $0 1 0.69% Maintained
143
BGM
Burkehill Global Management
New York
$156M -$1.91M 4 5.62% Reduced
144
Quantinno Capital Management
Quantinno Capital Management
New York
$155M +$58.8M 6 0.19% Increased
145
Franklin Resources
Franklin Resources
California
$151M +$6.45M 6 0.03% Increased
146
MAC
Monarch Alternative Capital
New York
$151M +$82.2M 1 21.33% Increased
147
TC
Triata Capital
Hong Kong
$146M +$29.1M 2 24.78% Increased
148
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$144M -$3M 3 0.49% Reduced
149
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$143M -$824K 3 0.26% Reduced
150
APG Asset Management
APG Asset Management
Netherlands
$143M +$38.8M 4 0.35% Increased