← 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	LPL Financial San Diego, California	$131M	-$9.71M	9	0.04%	Reduced
127	Danske Bank Copenhagen K, Denmark	$123M	+$20M	3	0.29%	Increased
128	KBC Group Brussels, Belgium	$123M	-$22.3M	4	0.28%	Reduced
129	New York State Common Retirement Fund Albany, New York	$122M	-$20.3M	3	0.16%	Reduced
130	Woodline Partners San Francisco, California	$120M	-$30.6M	4	0.47%	Reduced
131	Franklin Resources San Mateo, California	$120M	+$2.84M	5	0.03%	Increased
132	DG DigitalBridge Group Boca Raton, Florida	$119M	+$16.2M	2	9.09%	Increased
133	CIBC Private Wealth Group Atlanta, Georgia	$117M	-$8.34M	5	0.2%	Reduced
134	Elliott Investment Management West Palm Beach, Florida	$115M	$0	1	0.51%	Maintained
135	Jane Street New York	$113M	-$90.3M	6	0.02%	Reduced
136	D.E. Shaw & Co New York	$113M	-$144M	6	0.06%	Reduced
137	CI Investments Inc Toronto, Ontario, Canada	$113M	-$995K	3	0.49%	Reduced
138	State of New Jersey Common Pension Fund D Trenton, New Jersey	$112M	+$538K	3	0.4%	Increased
139	Brookfield Corp Toronto, Ontario, Canada	$110M	+$37.4M	3	0.14%	Increased
140	New York State Teachers Retirement System (NYSTRS) Albany, New York	$109M	-$1.67M	3	0.21%	Reduced
141	Baupost Group Boston, Massachusetts	$106M	-$7.09M	1	2.01%	Reduced
142	TCW Group Los Angeles, California	$104M	+$37.1M	3	0.74%	Increased
143	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$104M	-$3.96M	4	0.15%	Reduced
144	Storebrand Asset Management Lysaker, Norway	$104M	-$4.6M	4	0.28%	Reduced
145	Discovery Capital Management South Norwalk, Connecticut	$103M	+$49.7M	2	5.59%	Increased
146	Korea Investment Corp Seoul, South Korea	$94.4M	+$38.3M	3	0.19%	Increased
147	Susquehanna International Group Bala Cynwyd, Pennsylvania	$93.9M	+$13.6M	8	0.01%	Increased
148	Schonfeld Strategic Advisors New York	$90.2M	+$66.8M	5	0.4%	Increased
149	State of Alaska Department of Revenue Juneau, Alaska	$90.1M	+$33.2K	3	0.96%	Increased
150	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$89.7M	+$3.99M	3	0.45%	Increased