← 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
Barings
Barings
North Carolina
$72.2M +$25.7M 4 1.66% Increased
177
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$71.1M +$2.77M 4 0.88% Increased
178
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$69.5M +$13.9M 8 0.1% Increased
179
VanEck Associates
VanEck Associates
New York
$68.9M -$7.91M 5 0.22% Reduced
180
Sands Capital Management
Sands Capital Management
Virginia
$67.7M -$1.97M 1 0.15% Reduced
181
SM
Senvest Management
New York
$66.4M +$20.5M 1 3.76% Increased
182
WBC
Westpac Banking Corp
Australia
$65.6M +$8.52M 7 0.89% Increased
183
Nordea Investment Management
Nordea Investment Management
Sweden
$65M -$61.2M 4 0.12% Reduced
184
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$64.4M +$4.35M 4 0.3% Increased
185
APG Asset Management
APG Asset Management
Netherlands
$64M -$1.75M 4 0.11% Reduced
186
Temasek Holdings
Temasek Holdings
Singapore
$61.8M $0 1 0.31% Maintained
187
Moore Capital Management
Moore Capital Management
New York
$60.5M -$16.2M 2 1.15% Reduced
188
KC
Kadensa Capital
Hong Kong
$60M +$1.15M 1 22.84% Increased
189
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$59.2M +$4.28M 6 0.42% Increased
190
CM
Cartica Management
District of Columbia
$59.2M +$3.2M 1 19.24% Increased
191
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$58.2M -$4.79M 4 0.38% Reduced
192
Lazard Asset Management
Lazard Asset Management
New York
$58.2M +$41.9M 4 0.08% Increased
193
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$58M +$1.69M 2 2.35% Increased
194
TCM
Tensile Capital Management
California
$57.4M $0 1 7.69% Maintained
195
M&G Investment Management
M&G Investment Management
United Kingdom
$57.1M -$1.31M 1 0.57% Reduced
196
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$56.8M -$827K 4 0.65% Reduced
197
Balyasny Asset Management
Balyasny Asset Management
Illinois
$56.1M +$43M 6 0.41% Increased
198
AIG
American International Group
New York
$55.8M -$1.61M 6 0.27% Reduced
199
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$55.7M +$77.6K 5 0.56% Increased
200
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$52.6M +$212K 5 0.4% Increased