← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$38.3M +$188K 4 0.1% Increased
127
Prudential Financial
Prudential Financial
New Jersey
$37.9M +$20.6M 4 0.07% Increased
128
BlackRock Advisors
BlackRock Advisors
Delaware
$37.6M -$5.65M 5 0.04% Reduced
129
PHAM
Pacific Heights Asset Management
California
$37.2M -$10.4M 1 1.28% Reduced
130
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$35.8M -$31.3M 6 0.03% Reduced
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.7M -$6.17M 5 0.21% Reduced
132
CI Investments Inc
CI Investments Inc
Ontario, Canada
$35.4M +$1.59M 2 0.37% Increased
133
Welch & Forbes
Welch & Forbes
Massachusetts
$34.9M +$39K 1 1.11% Increased
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$34.3M -$1.27M 4 0.16% Reduced
135
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$34.2M $0 1 0.13% Maintained
136
NFA
Nationwide Fund Advisors
Ohio
$34.1M +$3.83M 4 0.16% Increased
137
Dorsal Capital Management
Dorsal Capital Management
California
$33.3M +$1.84M 1 5.96% Increased
138
GC
GW Capital
Washington
$33.2M +$4.73M 1 1.29% Increased
139
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$33M -$3.54M 4 0.11% Reduced
140
Comerica Bank
Comerica Bank
Texas
$32.9M +$21.9M 4 0.25% Increased
141
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$32.5M +$5.82M 1 1.04% Increased
142
Nuveen
Nuveen
North Carolina
$31.9M -$9.61M 3 0.19% Reduced
143
Balyasny Asset Management
Balyasny Asset Management
Illinois
$31.7M -$20.5M 1 0.36% Reduced
144
TCG
Tremblant Capital Group
Florida
$31.7M -$6.91M 1 1.17% Reduced
145
HA
Heartland Advisors
Wisconsin
$30.9M +$789K 1 0.54% Increased
146
AC
Apex Capital
California
$30.2M -$4.98M 1 2.12% Reduced
147
Two Sigma Investments
Two Sigma Investments
New York
$29.8M +$10.5M 3 0.16% Increased
148
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.4M -$7.41M 5 0.05% Reduced
149
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.9M +$618K 4 0.38% Increased
150
AG
Ashmore Group
United Kingdom
$28.9M +$25.1M 1 0.63% New