← 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
HS
Hazelview Securities
Ontario, Canada
$67.5M -$18.5M 2 12.12% Reduced
152
CIBC World Markets
CIBC World Markets
New York
$67.1M +$48.7M 3 0.37% Increased
153
Victory Capital Management
Victory Capital Management
Texas
$64.8M +$3.11M 3 0.07% Increased
154
Mariner
Mariner
Kansas
$64.5M -$10.1M 5 0.15% Reduced
155
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$63.6M +$14.1M 3 0.13% Increased
156
Squarepoint
Squarepoint
New York
$63.2M +$46.5M 4 0.12% Increased
157
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$62.1M +$690K 3 0.3% Increased
158
National Bank of Canada
National Bank of Canada
Quebec, Canada
$61.9M -$4.81M 4 0.1% Reduced
159
Homestead Advisers
Homestead Advisers
Virginia
$59.2M +$103K 1 1.51% Increased
160
Kodai Capital Management
Kodai Capital Management
Illinois
$59.1M +$56.7M 1 1.2% New
161
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$58.8M -$10.6M 3 0.23% Reduced
162
VOYA Investment Management
VOYA Investment Management
Georgia
$58.6M -$20.7M 3 0.06% Reduced
163
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$57M +$14.5M 4 0.28% Increased
164
Westfield Capital Management
Westfield Capital Management
Massachusetts
$57M +$46.9M 1 0.33% Increased
165
Welch & Forbes
Welch & Forbes
Massachusetts
$56.9M -$39.7K 2 0.86% Reduced
166
Jane Street
Jane Street
New York
$55.5M +$25.3M 6 0.01% Increased
167
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$54.2M +$51.6M 3 0.71% New
168
US Bancorp
US Bancorp
Minnesota
$53.9M -$1.61M 7 0.08% Reduced
169
D.E. Shaw & Co
D.E. Shaw & Co
New York
$53.9M +$38.9M 3 0.05% Increased
170
Vontobel Holding
Vontobel Holding
Switzerland
$53.6M +$3.41M 3 0.45% Increased
171
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$53.5M -$18.4M 6 0.01% Reduced
172
Allspring Global Investments
Allspring Global Investments
North Carolina
$53.2M -$12.8M 3 0.09% Reduced
173
KBC Group
KBC Group
Belgium
$52.6M +$3.6M 4 0.19% Increased
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$51M +$22.5M 3 0.37% Increased
175
Royal London Asset Management
Royal London Asset Management
United Kingdom
$51M +$1.82M 3 0.15% Increased