← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$70.5M +$38.6M 11 0.01% Increased
177
PC
Port Capital
Illinois
$70.2M +$19.3M 1 3.98% Increased
178
First Trust Advisors
First Trust Advisors
Illinois
$70.2M +$5.92M 7 0.09% Increased
179
Jennison Associates
Jennison Associates
New York
$69.9M -$17.1M 2 0.05% Reduced
180
WBC
Westpac Banking Corp
Australia
$69.6M +$524K 6 0.77% Increased
181
M&G Investment Management
M&G Investment Management
United Kingdom
$69.6M +$13.6M 1 0.22% Increased
182
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$69.5M +$1.63M 4 1.11% Increased
183
SIC
Schwartz Investment Counsel
Michigan
$69.2M +$29.4M 1 3% Increased
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66.8M -$112M 4 0.16% Reduced
185
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$66.2M -$1.96M 4 0.27% Reduced
186
DZ Bank
DZ Bank
Germany
$66.1M +$18.1M 4 0.12% Increased
187
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$64.7M +$23.3M 3 0.96% Increased
188
Select Equity Group
Select Equity Group
New York
$64.7M +$52.8M 1 0.24% Increased
189
VOYA Investment Management
VOYA Investment Management
Georgia
$64.2M -$3.48M 7 0.13% Reduced
190
KBC Group
KBC Group
Belgium
$63.2M +$15.1M 6 0.26% Increased
191
Renaissance Technologies
Renaissance Technologies
New York
$62.5M -$24.8M 4 0.08% Reduced
192
Candriam SCA
Candriam SCA
Luxembourg
$62.3M -$686 3 0.52% Reduced
193
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.2M -$43.1M 8 0.09% Reduced
194
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$62.2M +$2.19M 5 0.35% Increased
195
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$58.8M -$4.97M 7 0.35% Reduced
196
Nordea Investment Management
Nordea Investment Management
Sweden
$58.4M -$34.3M 5 0.08% Reduced
197
WCP
Waterfront Capital Partners
New York
$57.5M -$8.15M 2 5.21% Reduced
198
Storebrand Asset Management
Storebrand Asset Management
Norway
$57.4M +$21K 6 0.3% Increased
199
Davenport & Co
Davenport & Co
Virginia
$56.9M +$48.1M 2 0.53% Increased
200
KM
Kylin Management
New York
$56.6M -$22.2M 1 16.57% Reduced