← 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
Dorsal Capital Management
Dorsal Capital Management
California
$29.7M +$1.07M 1 5.33% Increased
152
William Blair & Company
William Blair & Company
Illinois
$29.4M +$6.99M 3 0.05% Increased
153
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$29.2M -$5.77M 4 0.11% Reduced
154
SC
Salzman & Co
New York
$29.2M $0 1 7.02% Maintained
155
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$29.2M -$4.48M 4 0.38% Reduced
156
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$28M +$8.53M 4 0.16% Increased
157
ACM
Archer Capital Management
New York
$28M -$12M 1 3.08% Reduced
158
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$27.5M -$804K 2 0.07% Reduced
159
HCM
HMI Capital Management
California
$27.1M +$687K 1 12.66% Increased
160
BlackRock Japan
BlackRock Japan
Japan
$27.1M +$1.69M 5 0.12% Increased
161
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$27M +$17.1M 4 0.09% Increased
162
AIG
American International Group
New York
$27M +$1.38M 4 0.12% Increased
163
VOYA Investment Management
VOYA Investment Management
Georgia
$26.9M +$31.8K 4 0.06% Increased
164
Numeric Investors
Numeric Investors
Massachusetts
$26.3M +$4.67M 2 0.39% Increased
165
Laurion Capital Management
Laurion Capital Management
New York
$25.7M +$25.9M 1 0.55% New
166
CC
Crosslink Capital
California
$25.6M -$710K 2 3.28% Reduced
167
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$25.5M +$16.2M 3 0.02% Increased
168
LA
LBN Advisers
Hong Kong
$25M +$36.6M 1 21.12% New
169
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$24.8M -$9.48M 6 0.02% Reduced
170
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$24.7M +$3.39M 2 0.49% Increased
171
CA
Claar Advisors
New York
$24.4M -$1.07M 1 8.91% Reduced
172
TCM
Tensile Capital Management
California
$24.4M $0 1 5.96% Maintained
173
Advisors Asset Management
Advisors Asset Management
Colorado
$24.1M -$750K 3 0.33% Reduced
174
Swiss National Bank
Swiss National Bank
Switzerland
$24M -$466K 4 0.09% Reduced
175
FI
Fosun International
China
$22.9M +$7.74M 1 3.38% Increased