← 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
CCM
Criterion Capital Management
California
$57.3M -$10.3M 1 4.3% Reduced
152
CI Investments Inc
CI Investments Inc
Ontario, Canada
$54.9M +$3.1M 2 0.43% Increased
153
CBT
Capital Bank & Trust
California
$53.3M +$2.18M 3 0.7% Increased
154
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$53.2M +$5.4M 5 0.2% Increased
155
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.4M +$16.3M 4 0.24% Increased
156
Pinnacle Associates
Pinnacle Associates
New York
$51.3M +$9.36M 2 1.05% Increased
157
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$50.7M +$3.59M 3 0.33% Increased
158
SF
Schooner Foundation
Massachusetts
$50.3M $0 1 100% Maintained
159
TCM
Tensile Capital Management
California
$48.7M +$4.45M 1 7.35% Increased
160
WBC
Westpac Banking Corp
Australia
$48.6M +$1.72M 4 0.93% Increased
161
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.2M +$13M 2 0.19% Increased
162
Marshall Wace North America
Marshall Wace North America
New York
$46.8M +$17.4M 3 0.26% Increased
163
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$46.4M -$64.3M 4 0.09% Reduced
164
Chilton Capital Management
Chilton Capital Management
Texas
$44.7M +$30.7K 2 3.84% Increased
165
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$44.6M +$7.59M 3 0.09% Increased
166
USAA
United Services Automobile Association
Texas
$43.3M -$6.99M 5 0.12% Reduced
167
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$43.2M +$17.2M 8 0.07% Increased
168
HSBC Holdings
HSBC Holdings
United Kingdom
$42.7M -$22.9M 6 0.08% Reduced
169
Cerity Partners
Cerity Partners
New York
$42.4M +$326K 3 3.14% Increased
170
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$41.6M +$6.99M 1 0.5% Increased
171
PS
Presima Securities
Quebec, Canada
$39.7M -$6.01M 1 4.94% Reduced
172
Aperio Group
Aperio Group
California
$39.6M -$3.87M 6 0.19% Reduced
173
AMF Tjänstepension
AMF Tjänstepension
Sweden
$38.4M +$24.4M 1 0.37% Increased
174
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$38.1M -$32.7M 4 0.32% Reduced
175
Capital Research Global Investors
Capital Research Global Investors
California
$38.1M +$1.91K 1 0.01% Increased