← 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	Citadel Advisors Miami, Florida	$44.1M	-$39M	6	0.04%	Reduced
127	Hillhouse Investment Management Grand Cayman, Cayman Islands	$43.7M	$0	1	0.67%	Maintained
128	Thompson Siegel & Walmsley Richmond, Virginia	$43.6M	-$20.7M	2	0.77%	Reduced
129	State of Wisconsin Investment Board Madison, Wisconsin	$43.5M	+$7.64M	4	0.15%	Increased
130	HCM HMI Capital Management San Francisco, California	$42.8M	+$6.81M	1	16.39%	Increased
131	CCM Cadian Capital Management New York	$41.8M	+$12.8M	1	1.23%	Increased
132	RhumbLine Advisers Boston, Massachusetts	$41.1M	+$5.99M	4	0.13%	Increased
133	CC Colrain Capital Boston, Massachusetts	$40.4M	-$637K	1	3.56%	Reduced
134	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$40M	+$1.84M	5	0.05%	Increased
135	Balyasny Asset Management Chicago, Illinois	$39.9M	+$25.1M	3	0.25%	Increased
136	D.E. Shaw & Co New York	$39.6M	-$4.31M	5	0.06%	Reduced
137	Welch & Forbes Boston, Massachusetts	$39.4M	-$2.15M	1	1.23%	Reduced
138	Renaissance Technologies New York	$39.4M	+$16.4M	4	0.09%	Increased
139	State Board of Administration of Florida Retirement System Tallahassee, Florida	$38.8M	-$1.05M	4	0.14%	Reduced
140	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$38.5M	-$4.99M	4	0.22%	Reduced
141	BlackRock Advisors Wilmington, Delaware	$38.4M	-$2.23M	4	0.04%	Reduced
142	HRES Heitman Real Estate Securities Chicago, Illinois	$38M	+$13.9M	1	2.57%	Increased
143	LSCM Light Street Capital Management Palo Alto, California	$38M	$0	1	5.25%	Maintained
144	USAA United Services Automobile Association San Antonio, Texas	$36.5M	+$20M	4	0.13%	Increased
145	AC Avenir Corporation Alexandria, Virginia	$36.3M	+$1.62M	1	2.69%	Increased
146	TCM Tekne Capital Management New York	$36.2M	-$8.57M	1	6.73%	Reduced
147	BlackRock Japan Tokyo, Japan	$36.1M	+$2.98M	5	0.14%	Increased
148	New York State Teachers Retirement System (NYSTRS) Albany, New York	$33.9M	+$191K	2	0.09%	Increased
149	VOYA Investment Management Atlanta, Georgia	$33.8M	+$4.19M	4	0.08%	Increased
150	PHAM Pacific Heights Asset Management San Francisco, California	$33.3M	-$3.29M	1	2.22%	Reduced