← 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
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$45.7M +$26M 2 0.71% Increased
152
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$45.1M +$40.6M 1 0.8% New
153
Moore Capital Management
Moore Capital Management
New York
$44.9M +$14.8M 2 1.76% Increased
154
Chevy Chase Trust
Chevy Chase Trust
Maryland
$44.8M +$13.8M 3 0.25% Increased
155
HSBC Holdings
HSBC Holdings
United Kingdom
$44.4M +$1.2M 4 0.12% Increased
156
UBS Group
UBS Group
Switzerland
$42.5M -$3.71M 7 0.03% Reduced
157
Aviva
Aviva
United Kingdom
$39M +$7.9M 3 0.27% Increased
158
D.E. Shaw & Co
D.E. Shaw & Co
New York
$38.7M +$4.62M 5 0.07% Increased
159
William Blair & Company
William Blair & Company
Illinois
$38.5M -$139K 3 0.36% Reduced
160
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$38.4M +$5.06M 3 1.17% Increased
161
TEC
Tiger Eye Capital
Tennessee
$38.4M +$25M 2 5.4% Increased
162
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$37.6M +$5.34M 3 0.33% Increased
163
WCP
Waterfront Capital Partners
New York
$37.1M +$8.31M 2 5.9% Increased
164
M&T Bank
M&T Bank
New York
$36.9M +$1.86M 4 0.25% Increased
165
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$36.9M +$9.54M 5 0.51% Increased
166
TP
Thunderbird Partners
United Kingdom
$35.8M $0 1 4.71% Maintained
167
ACI
AMP Capital Investors
Australia
$34.7M +$3.37M 4 0.23% Increased
168
Martingale Asset Management
Martingale Asset Management
Massachusetts
$33.9M +$2.58M 2 0.56% Increased
169
CC
Crosslink Capital
California
$33.7M -$5.24M 2 6.06% Reduced
170
Pinnacle Associates
Pinnacle Associates
New York
$33.6M -$6.84M 1 0.72% Reduced
171
PFMOSF
Philadelphia Financial Management of San Francisco
California
$33.3M +$29.4M 3 7.64% New
172
BCM
Barometer Capital Management
Ontario, Canada
$31.9M +$2.97M 1 3.16% Increased
173
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$31.2M +$6.04M 4 0.23% Increased
174
GE
General Electric
Ohio
$30M +$21.9M 1 0.16% Increased
175
RIM
Rainier Investment Management
Washington
$29.9M -$6.99M 1 1.44% Reduced