← 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
151
UBS O'Connor
UBS O'Connor
Illinois
$29M +$32.2M 2 0.54% New
152
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$28.3M +$32.5M 4 0.12% New
153
UBS
UBS
Switzerland
$28.1M +$30.9M 7 0.03% New
154
Stifel Nicolaus & Co
Stifel Nicolaus & Co
Missouri
$28M +$30.2M 3 0.51% New
155
CCM
Crestwood Capital Management
New York
$28M +$31.5M 1 3.96% New
156
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$27.7M +$32.9M 2 0.08% New
157
OP
Oldfield Partners
United Kingdom
$27.1M +$29M 1 1.75% New
158
VOYA Investment Management
VOYA Investment Management
Georgia
$26.8M +$30.1M 4 0.07% New
159
SEI Trust Company
SEI Trust Company
Pennsylvania
$26.6M +$29.9M 4 0.33% New
160
BlackRock Japan
BlackRock Japan
Japan
$26.6M +$30.1M 3 0.12% New
161
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$25.3M +$28.5M 1 1.78% New
162
Fred Alger Management
Fred Alger Management
New York
$25.2M +$28.4M 2 0.15% New
163
KeyBank National Association
KeyBank National Association
Ohio
$24.9M +$26.7M 2 0.09% New
164
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$24.4M +$27.8M 3 0.11% New
165
JC
Joho Capital
New York
$24.4M +$20.9M 1 2.09% New
166
Raymond James & Associates
Raymond James & Associates
Florida
$24.4M +$28.3M 5 0.23% New
167
Wellington Management Group
Wellington Management Group
Massachusetts
$24.3M +$24.4M 3 0.01% New
168
PS
Presima Securities
Quebec, Canada
$24.1M +$25.8M 1 6.1% New
169
DL
Delta Lloyd
Netherlands
$23.7M +$25.9M 2 0.91% New
170
SAM
Securian Asset Management
Minnesota
$23.5M +$25.3M 4 0.95% New
171
APG Asset Management
APG Asset Management
Netherlands
$23.4M +$26.8M 3 0.07% New
172
FPCM
Fox Point Capital Management
New York
$23.1M +$26M 1 7.02% New
173
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$23M +$24.6M 1 0.19% New
174
ACM
Archer Capital Management
New York
$23M +$25.8M 1 4.22% New
175
Citigroup
Citigroup
New York
$22.2M +$24.7M 7 0.02% New