← 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	BlackRock Advisors Wilmington, Delaware	$42.1M	+$8.07M	4	0.04%	Increased
127	MTB Mizuho Trust & Banking Tokyo, Japan	$41.4M	+$1.17M	4	0.14%	Increased
128	Bank of Montreal Toronto, Ontario, Canada	$41M	-$106M	5	0.05%	Reduced
129	TCM Tekne Capital Management New York	$41M	+$9.56M	1	6.62%	Increased
130	California Public Employees Retirement System Sacramento, California	$40.7M	$0	5	0.06%	Maintained
131	State Board of Administration of Florida Retirement System Tallahassee, Florida	$39.6M	-$3.66M	4	0.14%	Reduced
132	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$38.6M	-$3.29M	5	0.05%	Reduced
133	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$38.6M	-$1.1M	2	1.06%	Reduced
134	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$38.5M	+$11.4M	3	1.17%	Increased
135	Hillhouse Investment Management Grand Cayman, Cayman Islands	$37.6M	$0	1	0.69%	Maintained
136	State of Wisconsin Investment Board Madison, Wisconsin	$36.7M	-$29.4K	4	0.13%	Reduced
137	Two Sigma Investments New York	$36.6M	-$58.3M	3	0.17%	Reduced
138	PHAM Pacific Heights Asset Management San Francisco, California	$36.3M	-$3.43M	1	2.06%	Reduced
139	Prudential Financial Newark, New Jersey	$35.8M	+$12.6M	4	0.06%	Increased
140	Stockbridge Partners Boston, Massachusetts	$35.8M	-$51.8M	1	1.89%	Reduced
141	GC GW Capital Bellevue, Washington	$35.4M	+$161K	1	1.63%	Increased
142	GA Geneva Advisors Chicago, Illinois	$35.1M	+$33M	1	0.63%	Increased
143	RhumbLine Advisers Boston, Massachusetts	$34.9M	-$150K	4	0.1%	Reduced
144	ACM Archer Capital Management New York	$34.5M	+$33.5M	1	3.38%	New
145	New York State Teachers Retirement System (NYSTRS) Albany, New York	$33.7M	+$1.23M	2	0.09%	Increased
146	HCM HMI Capital Management San Francisco, California	$33M	+$1.09M	1	16.9%	Increased
147	BlackRock Japan Tokyo, Japan	$32.9M	-$1.28M	5	0.13%	Reduced
148	LSCM Light Street Capital Management Palo Alto, California	$32.7M	+$2.7M	1	5.12%	Increased
149	Point72 Asset Management Stamford, Connecticut	$32.5M	+$31.6M	1	0.22%	New
150	William Blair & Company Chicago, Illinois	$32.5M	+$864K	2	0.05%	Increased