← 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
176
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$56M +$15.1M 3 1.43% Increased
177
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$55.5M -$54M 3 0.79% Reduced
178
Nordea Investment Management
Nordea Investment Management
Sweden
$54.5M -$2.45M 3 0.13% Reduced
179
VOYA Investment Management
VOYA Investment Management
Georgia
$54.5M +$6.28M 6 0.15% Increased
180
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$54.3M +$5.6M 3 1.29% Increased
181
M&G Investment Management
M&G Investment Management
United Kingdom
$53.4M -$17.6M 1 0.65% Reduced
182
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$53.4M +$8.42M 5 0.82% Increased
183
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$50.6M +$24.2M 4 0.41% Increased
184
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$50.3M -$11.8M 5 0.17% Reduced
185
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$50.3M +$10M 3 0.69% Increased
186
AIG
American International Group
New York
$49.8M +$2.15M 6 0.27% Increased
187
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$49.6M +$19.1M 2 0.85% Increased
188
LSCM
Light Street Capital Management
California
$49M -$5.18M 1 2.58% Reduced
189
SM
Senvest Management
New York
$48.6M +$17.6M 1 5.69% Increased
190
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$48.2M +$11.9M 5 0.43% Increased
191
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$48M +$5.44M 4 0.92% Increased
192
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$47.3M +$3.87M 4 0.75% Increased
193
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$47.3M +$456K 1 1.77% Increased
194
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$47.1M +$3.62M 6 0.44% Increased
195
Davis Selected Advisers
Davis Selected Advisers
Arizona
$46.5M +$2.85M 3 0.32% Increased
196
Natixis Advisors
Natixis Advisors
Massachusetts
$46.2M +$5.83M 5 0.38% Increased
197
TCM
Tensile Capital Management
California
$45.3M +$272K 1 8.93% Increased
198
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$45.1M -$2.17M 6 0.35% Reduced
199
Castle Hook Partners
Castle Hook Partners
New York
$43.1M +$41.3M 1 4.38% New
200
Banco Santander
Banco Santander
Spain
$42.7M +$32.5M 2 0.49% Increased