← 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
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$82.2M -$7.12M 1 3.8% Reduced
152
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$81.9M +$16.4M 5 11.34% Increased
153
Millennium Management
Millennium Management
New York
$77.4M +$25.6M 6 0.17% Increased
154
Stockbridge Partners
Stockbridge Partners
Massachusetts
$76.7M +$3.41M 1 3.04% Increased
155
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$76.6M +$24.1M 7 0.16% Increased
156
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$75.9M +$8.18M 6 0.33% Increased
157
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$75.2M +$14M 3 0.64% Increased
158
APG Asset Management
APG Asset Management
Netherlands
$73.3M +$50.3M 4 0.14% Increased
159
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$72M +$71.2M 1 10.16% New
160
Envestnet Asset Management
Envestnet Asset Management
Illinois
$71M +$7.88M 7 0.08% Increased
161
First Trust Advisors
First Trust Advisors
Illinois
$66.1M -$56.1M 6 0.15% Reduced
162
Truist Financial
Truist Financial
North Carolina
$65.9M +$1.56M 4 0.17% Increased
163
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$64.8M +$16M 4 0.36% Increased
164
Sands Capital Management
Sands Capital Management
Virginia
$63.2M +$181K 1 0.21% Increased
165
WBC
Westpac Banking Corp
Australia
$62.2M +$10.5M 4 1.07% Increased
166
TCG
Tremblant Capital Group
Florida
$61.4M +$60.7M 1 3.86% New
167
EC
EMS Capital
New York
$61.1M +$58.2M 1 6.33% Increased
168
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$60.6M +$16M 4 0.67% Increased
169
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$60M +$63.4K 5 0.73% Increased
170
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$59.5M -$35.8M 3 0.78% Reduced
171
WCP
Waterfront Capital Partners
New York
$59.2M -$6.35M 3 7.26% Reduced
172
VanEck Associates
VanEck Associates
New York
$58M +$12.9M 5 0.29% Increased
173
Temasek Holdings
Temasek Holdings
Singapore
$57.6M -$81.3M 1 0.42% Reduced
174
KM
Kylin Management
New York
$57.4M -$11.2M 1 24.77% Reduced
175
KBC Group
KBC Group
Belgium
$56.5M +$2.26M 6 0.47% Increased