← 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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$76.8M +$6.97M 5 2.59% Increased
127
Chevy Chase Trust
Chevy Chase Trust
Maryland
$75.2M -$361K 4 0.33% Reduced
128
Korea Investment Corp
Korea Investment Corp
South Korea
$74.8M -$2.26M 4 0.34% Reduced
129
Tiger Global Management
Tiger Global Management
New York
$73M +$53.1M 2 0.38% Increased
130
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$72.5M +$7M 4 0.36% Increased
131
AQR Capital Management
AQR Capital Management
Connecticut
$72.5M -$16.8M 5 0.07% Reduced
132
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$71.1M +$13.9M 1 0.65% Increased
133
Douglas Lane & Associates
Douglas Lane & Associates
New York
$70.3M +$5.13M 1 1.49% Increased
134
AIM
Allen Investment Management
New York
$69.1M +$6.51M 1 2.63% Increased
135
Man Group
Man Group
United Kingdom
$69M -$10.1M 2 0.28% Reduced
136
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$68M +$1.49M 7 0.34% Increased
137
SCH
Sylebra Capital (HK)
Hong Kong
$65.1M +$61.1M 1 3.92% Increased
138
ESCM
Echo Street Capital Management
New York
$65M +$5.41M 1 1.58% Increased
139
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$64.5M +$10.7M 4 0.84% Increased
140
MP
Makaira Partners
California
$64.1M +$452K 1 7.27% Increased
141
OppenheimerFunds
OppenheimerFunds
New York
$63.9M +$1.64M 4 0.08% Increased
142
Guggenheim Capital
Guggenheim Capital
Illinois
$63.7M -$111M 5 0.43% Reduced
143
National Pension Service
National Pension Service
South Korea
$60.5M +$198K 2 0.27% Increased
144
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$59.9M +$54.5M 5 0.34% Increased
145
VOYA Investment Management
VOYA Investment Management
Georgia
$59.8M -$84.8M 6 0.13% Reduced
146
Stockbridge Partners
Stockbridge Partners
Massachusetts
$59.3M +$30.1M 1 2.47% Increased
147
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$59.3M -$587K 3 0.99% Reduced
148
Victory Capital Management
Victory Capital Management
Texas
$59M -$3.56M 4 0.13% Reduced
149
CBOA
Commonwealth Bank of Australia
Australia
$58.9M -$30.8M 4 0.59% Reduced
150
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$57.5M +$21M 2 0.02% Increased