← 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	Employees Retirement System of Texas Austin, Texas	$59.8M	+$14.1M	5	0.9%	Increased
152	Kornitzer Capital Management Shawnee Mission, Kansas	$59.3M	-$1.53M	3	1.07%	Reduced
153	Capital Guardian Trust Los Angeles, California	$58.5M	+$39.5M	3	0.78%	Increased
154	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$58.3M	+$12M	2	12.13%	Increased
155	Renaissance Technologies New York	$58.1M	-$19.6M	6	0.05%	Reduced
156	Axa Paris, France	$57.8M	+$17.2M	4	0.23%	Increased
157	KM Kylin Management New York	$57.4M	+$17M	1	11.95%	Increased
158	PS Presima Securities Montreal, Quebec, Canada	$56.3M	-$2.96M	1	7.75%	Reduced
159	Stockbridge Partners Boston, Massachusetts	$55.7M	+$50.1M	1	2.05%	New
160	OppenheimerFunds New York	$55.7M	-$1.27M	4	0.07%	Reduced
161	D.E. Shaw & Co New York	$55.2M	+$6.74M	8	0.07%	Increased
162	Moore Capital Management New York	$53.5M	+$21.2M	1	1.65%	Increased
163	Chilton Capital Management Houston, Texas	$53.4M	+$8.74M	2	4.73%	Increased
164	Weiss Multi-Strategy Advisers New York	$52.4M	+$52.3M	1	1.31%	New
165	Point72 Asset Management Stamford, Connecticut	$51.9M	+$45.1M	5	0.24%	Increased
166	Two Sigma Investments New York	$51.4M	+$24.8M	5	0.17%	Increased
167	BNP Paribas Asset Management Paris, France	$50.4M	+$24.9M	3	0.42%	Increased
168	TCM Tensile Capital Management Larkspur, California	$50.3M	-$407K	1	7.06%	Reduced
169	Aperio Group Sausalito, California	$47.6M	+$1.88M	8	0.21%	Increased
170	AMF Tjänstepension Stockholm, Sweden	$47.1M	+$4.5M	1	0.47%	Increased
171	CI Investments Inc Toronto, Ontario, Canada	$46.9M	+$980K	2	0.26%	Increased
172	GIP General Industrial Partners London, United Kingdom	$46.7M	+$42M	1	16.55%	New
173	LSCM Light Street Capital Management Palo Alto, California	$46.4M	+$39.4M	1	3.1%	New
174	USAA United Services Automobile Association San Antonio, Texas	$46.4M	+$608K	4	0.12%	Increased
175	Treasurer of the State of North Carolina Raleigh, North Carolina	$45.7M	+$850K	5	0.29%	Increased