← 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
Group One Trading
Group One Trading
Illinois
$50.9M +$36.9M 2 0.6% Increased
127
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$50.7M +$3.37M 4 0.16% Increased
128
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$49.7M +$5.86M 4 0.24% Increased
129
CRM
Cramer Rosenthal McGlynn
Connecticut
$49.3M -$15.1M 1 0.74% Reduced
130
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$48.6M +$7.29M 2 0.88% Increased
131
Dorsal Capital Management
Dorsal Capital Management
California
$48.4M +$2.92M 1 4.21% Increased
132
Two Sigma Advisers
Two Sigma Advisers
New York
$48.2M -$18.6M 4 0.29% Reduced
133
SAM
Securian Asset Management
Minnesota
$48M +$21.5M 3 1.43% Increased
134
AC
Avenir Corporation
Virginia
$46.3M +$1.44M 1 3.73% Increased
135
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$44.3M +$2.9M 3 0.38% Increased
136
HSBC Holdings
HSBC Holdings
United Kingdom
$43.8M +$12M 4 0.11% Increased
137
SCM
Stonerise Capital Management
California
$43.7M +$650K 2 21.43% Increased
138
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$43.5M -$16.4K 4 0.16% Reduced
139
Resolution Capital
Resolution Capital
Australia
$43M +$41.5M 1 3.14% New
140
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3M -$2.73M 4 0.04% Reduced
141
BlackRock Japan
BlackRock Japan
Japan
$42M +$408K 5 0.16% Increased
142
Two Sigma Investments
Two Sigma Investments
New York
$40.8M -$6.65M 5 0.2% Reduced
143
ACM
Archer Capital Management
New York
$40.6M +$2.57M 1 7.98% Increased
144
OCM
Osterweis Capital Management
California
$40.4M -$28M 1 3.72% Reduced
145
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$40.1M +$2.18M 2 0.11% Increased
146
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$40.1M +$1.7M 1 0.42% Increased
147
UBS Group
UBS Group
Switzerland
$39.6M +$326K 7 0.03% Increased
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.4M +$4.48M 4 0.24% Increased
149
USAA
United Services Automobile Association
Texas
$39.3M +$2.25M 4 0.14% Increased
150
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$39.2M -$29.9M 4 1.92% Reduced