← 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$65.1M +$13.4M 4 0.83% Increased
177
APG Asset Management
APG Asset Management
Netherlands
$64.4M -$7.19M 4 0.12% Reduced
178
Sands Capital Management
Sands Capital Management
Virginia
$64.4M -$6.5M 1 0.16% Reduced
179
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$64.1M +$6.74M 5 0.17% Increased
180
Temasek Holdings
Temasek Holdings
Singapore
$63.6M -$24M 1 0.38% Reduced
181
KBC Group
KBC Group
Belgium
$63.4M +$421K 6 0.42% Increased
182
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$62.5M +$28.1M 7 0.02% Increased
183
ICP
Indus Capital Partners
New York
$60.8M +$25M 1 9.95% Increased
184
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$60.4M +$2.56M 5 0.41% Increased
185
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$58.5M -$12.6M 4 0.29% Reduced
186
KC
Kadensa Capital
Hong Kong
$57.2M +$34.7M 1 29.15% Increased
187
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$56.6M -$56.7M 2 2.22% Reduced
188
AIG
American International Group
New York
$55.6M +$315K 6 0.27% Increased
189
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$55.6M +$1.65M 3 0.66% Increased
190
WBC
Westpac Banking Corp
Australia
$54.8M -$13.8M 5 0.82% Reduced
191
CM
Cartica Management
District of Columbia
$54.4M +$21.6M 1 21.6% Increased
192
TAMH
Taikang Asset Management (HK)
Hong Kong
$54.4M -$1.85M 4 9.68% Reduced
193
SM
Senvest Management
New York
$54.3M -$5.6M 1 3.39% Reduced
194
Marshall Wace Asia
Marshall Wace Asia
Hong Kong
$54M +$47.4M 3 1.2% New
195
M&G Investment Management
M&G Investment Management
United Kingdom
$53.9M -$5.8M 1 0.57% Reduced
196
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.5M -$32.5M 8 0.09% Reduced
197
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$53.1M +$1.83M 6 0.46% Increased
198
TP
Toronado Partners
California
$53.1M -$3.32M 1 13.85% Reduced
199
TCM
Tensile Capital Management
California
$53.1M +$2.03M 1 8.03% Increased
200
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$51.5M -$15.3M 5 0.54% Reduced