← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$32.8M +$7.15M 3 0.07% Increased
152
APG Asset Management
APG Asset Management
Netherlands
$32.7M +$2.73M 3 0.07% Increased
153
Stockbridge Partners
Stockbridge Partners
Massachusetts
$30.5M -$8.56M 1 1.64% Reduced
154
Nuveen
Nuveen
North Carolina
$29.8M -$31.8M 3 0.16% Reduced
155
William Blair & Company
William Blair & Company
Illinois
$29.5M +$2.03M 2 0.04% Increased
156
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$28.9M -$23.3M 6 0.01% Reduced
157
TCA
Taconic Capital Advisors
New York
$28.8M +$6.11M 1 0.81% Increased
158
Laurion Capital Management
Laurion Capital Management
New York
$28.7M +$29.1M 3 0.26% New
159
Winton Group
Winton Group
United Kingdom
$28.7M -$16.1M 1 0.26% Reduced
160
ACM
Archer Capital Management
New York
$28.5M -$9.14M 1 3.61% Reduced
161
Capital International
Capital International
California
$27.8M -$440K 2 1.64% Reduced
162
AIM
Allen Investment Management
New York
$27.4M +$27M 1 2.6% Increased
163
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$27.3M -$11.4M 3 0.87% Reduced
164
LMR Partners
LMR Partners
United Kingdom
$26.4M +$25.3M 2 3.23% Increased
165
Pinnacle Associates
Pinnacle Associates
New York
$26.3M +$990K 2 0.49% Increased
166
SLCM
Seven Locks Capital Management
New York
$25.9M +$2.53M 1 6.39% Increased
167
GC
GW Capital
Washington
$25.9M -$4.82M 1 1.38% Reduced
168
TCM
Tensile Capital Management
California
$25.7M $0 1 7.07% Maintained
169
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.1M +$1.93M 2 0.14% Increased
170
PP
Paloma Partners
Connecticut
$24.6M +$14.9M 2 0.47% Increased
171
NFA
Nationwide Fund Advisors
Ohio
$24.3M -$1.89M 4 0.1% Reduced
172
WCP
Waterfront Capital Partners
New York
$24.1M +$13.7M 1 3.76% Increased
173
Sculptor Capital
Sculptor Capital
New York
$23.9M +$23.4M 1 0.07% New
174
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.5M +$1.76M 3 0.08% Increased
175
CA
Claar Advisors
New York
$22.9M -$2.55M 1 9.03% Reduced