← 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	Baupost Group Boston, Massachusetts	$123M	$0	1	2.4%	Maintained
152	Ensign Peak Advisors Salt Lake City, Utah	$117M	+$61.6M	3	0.22%	Increased
153	State of Alaska Department of Revenue Juneau, Alaska	$113M	+$1.46M	3	1.22%	Increased
154	Quilter Plc London, United Kingdom	$112M	-$458K	1	1.97%	Reduced
155	Natixis Advisors Boston, Massachusetts	$112M	+$19.1M	3	0.16%	Increased
156	Resona Asset Management Koto-Ku,tokyo, Japan	$111M	+$4.32M	4	0.55%	Increased
157	TD Asset Management Toronto, Ontario, Canada	$110M	+$5.49M	5	0.09%	Increased
158	Douglas Lane & Associates New York	$109M	-$849K	1	1.57%	Reduced
159	KBC Group Brussels, Belgium	$108M	-$38.7M	4	0.27%	Reduced
160	APG Asset Management Amsterdam, Netherlands	$106M	-$879K	4	0.34%	Reduced
161	Mariner Overland Park, Kansas	$105M	+$11M	7	0.12%	Increased
162	State of Wisconsin Investment Board Madison, Wisconsin	$104M	+$3.42M	5	0.24%	Increased
163	1WCM 12 West Capital Management New York	$104M	-$73.2M	1	17.52%	Reduced
164	Teacher Retirement System of Texas Austin, Texas	$102M	+$35.1M	3	0.43%	Increased
165	Carrhae Capital London, United Kingdom	$101M	+$16.8M	2	3.02%	Increased
166	UniSuper Management Melbourne, Victoria, Australia	$97.6M	-$5.79M	3	0.64%	Reduced
167	ClearBridge Investments New York	$94.6M	-$380M	2	0.08%	Reduced
168	PFA Pension Forsikringsaktieselskab Copenhagen,	$94.2M	-$61.4K	2	0.28%	Reduced
169	Walleye Capital New York	$93.8M	+$69.9M	5	0.39%	Increased
170	Woodline Partners San Francisco, California	$93.4M	-$53.1M	3	0.35%	Reduced
171	Victory Capital Management San Antonio, Texas	$92.1M	+$1.75M	4	0.06%	Increased
172	Welch & Forbes Boston, Massachusetts	$91.9M	+$119K	2	1.19%	Increased
173	HS Hazelview Securities Toronto, Ontario, Canada	$91.7M	-$6.3M	2	17.07%	Reduced
174	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$91.5M	+$901K	4	0.74%	Increased
175	Chevy Chase Trust Bethesda, Maryland	$91M	-$2.41M	3	0.26%	Reduced