← 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$101M -$4.01M 4 0.28% Reduced
127
Victory Capital Management
Victory Capital Management
Texas
$97.6M -$143K 4 0.11% Reduced
128
Adage Capital Partners
Adage Capital Partners
Massachusetts
$94.8M -$2.09M 3 0.24% Reduced
129
Rockefeller Capital Management
Rockefeller Capital Management
New York
$94.6M +$9.35M 7 0.49% Increased
130
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$94M -$1.03M 8 0.25% Reduced
131
Farallon Capital Management
Farallon Capital Management
California
$93.1M +$14.5M 2 0.51% Increased
132
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$92.3M +$10.2M 4 0.53% Increased
133
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$92.3M -$5.78M 4 0.06% Reduced
134
AAM
Alpine Associates Management
Florida
$88.7M -$2.99M 1 3.69% Reduced
135
Citadel Advisors
Citadel Advisors
Florida
$86.5M -$5.95M 12 0.02% Reduced
136
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$86.1M +$9.2M 3 24.97% Increased
137
WCMNY
Westchester Capital Management (New York)
New York
$85M +$18.1M 1 2.39% Increased
138
Starboard Value
Starboard Value
New York
$84.7M $0 1 1.86% Maintained
139
Capital Group Private Client Services
Capital Group Private Client Services
California
$81.2M -$339K 2 1.14% Reduced
140
VOYA Investment Management
VOYA Investment Management
Georgia
$81.1M +$20.3M 5 0.1% Increased
141
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$80.9M +$37.6M 7 0.13% Increased
142
Truist Financial
Truist Financial
North Carolina
$78.7M +$1.04M 5 0.15% Increased
143
UIC
Uniplan Investment Counsel
Wisconsin
$77.2M -$9.52M 2 5.92% Reduced
144
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$76.7M +$22.7M 4 0.24% Increased
145
TAL
TIG Advisors LLC
New York
$76.3M +$21M 1 2.78% Increased
146
Allspring Global Investments
Allspring Global Investments
North Carolina
$75.9M +$19.9M 5 0.13% Increased
147
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$75M +$50M 10 0.63% Increased
148
NAM
Nexpoint Asset Management
Texas
$73.6M +$38.1M 1 4.92% Increased
149
Aviva
Aviva
United Kingdom
$72.1M +$6.94M 3 0.42% Increased
150
Confluence Investment Management
Confluence Investment Management
Missouri
$71.9M +$1.68M 1 1.2% Increased