← 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
YCMGA
York Capital Management Global Advisors
New York
$99.7M +$48.1M 1 10.52% Increased
152
Confluence Investment Management
Confluence Investment Management
Missouri
$99.6M -$63.2K 2 1.4% Reduced
153
Truist Financial
Truist Financial
North Carolina
$99.1M +$577K 5 0.16% Increased
154
M&G Investment Management
M&G Investment Management
United Kingdom
$98.8M +$15.3M 3 0.24% Increased
155
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$96.7M +$1.39M 4 0.59% Increased
156
SM
Senvest Management
New York
$96.3M -$39M 1 2.75% Reduced
157
EARNEST Partners
EARNEST Partners
Georgia
$95.2M +$7.62M 3 0.58% Increased
158
SAM
Securian Asset Management
Minnesota
$95.1M -$11.7M 4 1.95% Reduced
159
Sands Capital Management
Sands Capital Management
Virginia
$92.1M -$29.9K 1 0.15% Reduced
160
KBC Group
KBC Group
Belgium
$90.9M +$23.7M 6 0.33% Increased
161
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$90.5M +$11M 3 0.93% Increased
162
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$89.5M +$13.5M 4 0.9% Increased
163
WBC
Westpac Banking Corp
Australia
$89.2M +$2.59M 6 0.95% Increased
164
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$89.1M +$14.9M 4 1.04% Increased
165
Davenport & Co
Davenport & Co
Virginia
$85.7M -$877K 4 0.61% Reduced
166
SCM
Spyglass Capital Management
California
$83.1M -$19.5M 1 1.91% Reduced
167
Nordea Investment Management
Nordea Investment Management
Sweden
$82.7M +$15M 5 0.11% Increased
168
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$81.9M -$3.4M 8 0.17% Reduced
169
VOYA Investment Management
VOYA Investment Management
Georgia
$81.2M +$10.7M 7 0.16% Increased
170
Pinnacle Associates
Pinnacle Associates
New York
$80.7M +$467K 5 1.49% Increased
171
Millennium Management
Millennium Management
New York
$79.5M -$53.8M 13 0.05% Reduced
172
SIC
Schwartz Investment Counsel
Michigan
$78.8M -$876K 1 3.24% Reduced
173
CIBC World Markets
CIBC World Markets
New York
$78.6M +$23.5M 4 0.53% Increased
174
CA
Capitolis Advisors
New York
$78.3M -$24.1M 4 0.71% Reduced
175
Krane Funds Advisors
Krane Funds Advisors
New York
$78.2M +$48.5M 4 1.62% Increased