← 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
Truist Financial
Truist Financial
North Carolina
$79.3M +$6.57M 6 0.15% Increased
177
Lazard Asset Management
Lazard Asset Management
New York
$79M -$5.84M 4 0.1% Reduced
178
Natixis
Natixis
France
$78.5M +$73.7M 5 0.29% Increased
179
Barings
Barings
North Carolina
$77.8M -$8.22M 3 1.99% Reduced
180
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$74.2M +$46K 3 0.19% Increased
181
WCP
Waterfront Capital Partners
New York
$72.3M +$49.3M 3 7.08% Increased
182
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$72M -$812K 3 1.22% Reduced
183
Point72 Asset Management
Point72 Asset Management
Connecticut
$71.4M -$35.7M 4 0.35% Reduced
184
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$71.2M -$4.36M 6 0.16% Reduced
185
WBC
Westpac Banking Corp
Australia
$70.6M +$6.46M 6 0.8% Increased
186
SCM
Spyglass Capital Management
California
$68.1M +$29.8M 1 2.09% Increased
187
VOYA Investment Management
VOYA Investment Management
Georgia
$68.1M -$4.43M 6 0.14% Reduced
188
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$67.9M -$244K 4 0.77% Reduced
189
First Trust Advisors
First Trust Advisors
Illinois
$67.7M -$16.2M 6 0.09% Reduced
190
TPC
Tiger Pacific Capital
New York
$67M +$6.58M 2 12.38% Increased
191
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$66.4M +$18.3M 5 0.4% Increased
192
Putnam Investments
Putnam Investments
Massachusetts
$66.3M -$31.6M 2 0.12% Reduced
193
Sands Capital Management
Sands Capital Management
Virginia
$65.5M +$2.03M 1 0.12% Increased
194
CCM
CAAS Capital Management
New York
$65.4M +$37.2M 2 0.62% Increased
195
Candriam SCA
Candriam SCA
Luxembourg
$64.8M +$35M 3 0.51% Increased
196
RGREA
Ranger Global Real Estate Advisors
Colorado
$64M +$54.6M 2 7.72% Increased
197
Moore Capital Management
Moore Capital Management
New York
$63.2M -$2.27M 3 0.69% Reduced
198
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$62.5M +$4.19M 6 0.38% Increased
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.9M -$3.87M 4 0.26% Reduced
200
VanEck Associates
VanEck Associates
New York
$61.5M -$15.1M 5 0.18% Reduced