← 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
Columbia Wanger Asset Management
Columbia Wanger Asset Management
Illinois
$32.8M $0 1 0.13% Maintained
152
Guggenheim Capital
Guggenheim Capital
Illinois
$31.8M -$8.82M 5 0.1% Reduced
153
GC
GW Capital
Washington
$31.4M +$288K 1 1.37% Increased
154
NFA
Nationwide Fund Advisors
Ohio
$30.9M -$2.88M 4 0.13% Reduced
155
CI Investments Inc
CI Investments Inc
Ontario, Canada
$30.3M +$3.76M 2 0.33% Increased
156
Dorsal Capital Management
Dorsal Capital Management
California
$30.2M +$11.6M 1 5.21% Increased
157
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$29.4M -$434K 4 0.11% Reduced
158
Confluence Investment Management
Confluence Investment Management
Missouri
$29.3M +$3.25M 1 1.62% Increased
159
Asset Management One
Asset Management One
Japan
$29.3M -$26.7M 5 0.45% Reduced
160
MTB
Mizuho Trust & Banking
Japan
$28.7M +$970K 3 0.11% Increased
161
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$28.2M -$2.38M 4 0.08% Reduced
162
HA
Heartland Advisors
Wisconsin
$27.8M +$15.6M 1 0.48% Increased
163
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$27.2M +$6.29M 4 0.35% Increased
164
CA
Claar Advisors
New York
$27.1M +$25.4M 1 10.73% New
165
HCCM
Herring Creek Capital Management
Connecticut
$26.6M +$24.9M 1 6.1% New
166
Neuberger Berman Group
Neuberger Berman Group
New York
$26.3M -$48.4M 3 0.03% Reduced
167
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$25.6M +$4.77M 1 0.85% Increased
168
VOYA Investment Management
VOYA Investment Management
Georgia
$25.5M -$350K 4 0.06% Reduced
169
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$25.3M -$1.27M 2 0.07% Reduced
170
OAM
Oxford Asset Management
United Kingdom
$25.1M +$19.7M 2 0.63% Increased
171
Raymond James & Associates
Raymond James & Associates
Florida
$24.7M -$753K 5 0.19% Reduced
172
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$24.5M +$21.2M 2 0.12% Increased
173
CC
Carlson Capital
Texas
$24.4M +$22.8M 1 0.28% New
174
Farallon Capital Management
Farallon Capital Management
California
$24M -$65.3M 1 0.5% Reduced
175
PEAK6 Group
PEAK6 Group
Illinois
$23.9M +$10.7M 3 0.17% Increased