← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$93.5M -$1.15M 4 0.38% Reduced
152
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$93.2M +$765K 1 3.86% Increased
153
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$92.2M +$1.12M 5 11.08% Increased
154
USS Investment Management
USS Investment Management
United Kingdom
$91M -$24.2M 2 0.95% Reduced
155
Pinnacle Associates
Pinnacle Associates
New York
$89.4M -$2.8M 4 2.21% Reduced
156
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$88.4M +$5.58M 4 0.6% Increased
157
Capital International Inc
Capital International Inc
California
$88.3M -$4.19M 2 1.08% Reduced
158
Truist Financial
Truist Financial
North Carolina
$86.4M +$16.7M 4 0.19% Increased
159
Aviva
Aviva
United Kingdom
$84.8M -$18M 5 0.53% Reduced
160
ESCM
Echo Street Capital Management
New York
$84.1M -$64M 2 1% Reduced
161
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$84.1M -$1.31M 6 0.27% Reduced
162
TCM
Tekne Capital Management
New York
$82.1M +$21.2M 1 17.11% Increased
163
1832 Asset Management
1832 Asset Management
Ontario, Canada
$76.3M +$32.5M 3 0.23% Increased
164
KM
Kylin Management
New York
$75.7M -$2.44M 1 24.86% Reduced
165
Moore Capital Management
Moore Capital Management
New York
$75.6M +$48.2M 2 2.03% Increased
166
Stockbridge Partners
Stockbridge Partners
Massachusetts
$75M -$10.8M 1 2.35% Reduced
167
VanEck Associates
VanEck Associates
New York
$74.8M -$1.15M 5 0.26% Reduced
168
VOYA Investment Management
VOYA Investment Management
Georgia
$73.5M +$12.5M 6 0.17% Increased
169
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$72.8M +$12.2M 3 1.47% Increased
170
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$72.6M +$6.71M 4 0.67% Increased
171
TCG
Tremblant Capital Group
Florida
$70.9M -$1.34M 1 2.99% Reduced
172
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$69.8M +$22.2M 3 0.24% Increased
173
EC
EMS Capital
New York
$68.3M -$359K 1 5.57% Reduced
174
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$68.1M +$8.01M 6 0.78% Increased
175
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$66.8M -$7.23M 3 0.86% Reduced