← 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	TIAAOA Teachers Insurance & Annuity Association of America New York	$31.5M	+$8.97M	2	1.05%	Increased
152	HCM HMI Capital Management San Francisco, California	$31.1M	+$2.03M	1	14.69%	Increased
153	Numeric Investors Boston, Massachusetts	$30.9M	+$840K	1	0.4%	Increased
154	TCM Tekne Capital Management New York	$30.4M	+$29M	1	5.69%	New
155	CC Crosslink Capital Menlo Park, California	$30.2M	+$1.87M	3	4.19%	Increased
156	AIG American International Group New York	$30M	+$810K	4	0.13%	Increased
157	EC EMS Capital New York	$29.9M	+$28.5M	1	5.21%	New
158	Capital International Los Angeles, California	$29.7M	+$64.7M	2	1.81%	Increased
159	VOYA Investment Management Atlanta, Georgia	$29.5M	-$693K	4	0.07%	Reduced
160	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$27.6M	-$5.41M	3	0.85%	Reduced
161	Royal Bank of Canada Toronto, Ontario, Canada	$27.4M	+$732K	5	0.02%	Increased
162	Advisors Asset Management Monument, Colorado	$27.4M	+$356K	3	0.37%	Increased
163	Employees Retirement System of Texas Austin, Texas	$27M	-$4.5M	4	0.34%	Reduced
164	Swiss National Bank Zurich, Switzerland	$26.7M	+$441K	4	0.1%	Increased
165	Retirement Systems of Alabama Montgomery, Alabama	$26.5M	+$7.17M	2	0.14%	Increased
166	Credit Suisse Zurich, Switzerland	$26.5M	-$192M	4	0.02%	Reduced
167	LSCM Light Street Capital Management Palo Alto, California	$26.2M	+$31.2M	1	4.67%	New
168	Discovery Capital Management South Norwalk, Connecticut	$25.4M	+$30.3M	1	0.26%	New
169	OIA Oechsle International Advisors Boston, Massachusetts	$25M	+$27.5M	1	24.14%	Increased
170	CA Claar Advisors New York	$24.9M	-$1.08M	1	9.35%	Reduced
171	Dorsal Capital Management Redwood City, California	$24.9M	-$6.49M	1	5%	Reduced
172	TCM Tensile Capital Management Larkspur, California	$24.6M	-$1.41M	1	6.21%	Reduced
173	Pinnacle Associates New York	$23.8M	+$782K	2	0.47%	Increased
174	NFA Nationwide Fund Advisors Columbus, Ohio	$23.3M	-$16.5M	2	0.1%	Reduced
175	Thrivent Financial for Lutherans Minneapolis, Minnesota	$23.3M	-$6.51M	2	0.13%	Reduced