← 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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$92M +$87.3M 2 0.11% Increased
177
AAM
Alpine Associates Management
Florida
$89.3M +$84.5M 1 3.34% New
178
DZ Bank
DZ Bank
Germany
$88.4M +$36.1M 3 0.06% Increased
179
Allspring Global Investments
Allspring Global Investments
North Carolina
$88.4M +$82.5M 5 0.1% New
180
ZP
Zimmer Partners
New York
$87.5M +$58.9M 2 1.31% Increased
181
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$86.3M +$6.3M 8 0.42% Increased
182
Chevy Chase Trust
Chevy Chase Trust
Maryland
$85M -$1.61M 3 0.27% Reduced
183
SCM
Spyglass Capital Management
California
$84.4M -$4.26M 1 2.24% Reduced
184
WBC
Westpac Banking Corp
Australia
$84.1M -$10.8M 5 0.87% Reduced
185
KC
Kryger Capital
United Kingdom
$84.1M +$79.6M 2 4.72% New
186
Pinnacle Associates
Pinnacle Associates
New York
$83.2M -$9.78M 5 1.43% Reduced
187
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$81.7M -$1.78M 3 0.17% Reduced
188
LPL Financial
LPL Financial
California
$79.9M +$1.58M 6 0.07% Increased
189
Two Sigma Investments
Two Sigma Investments
New York
$79.8M +$52.5M 6 0.17% Increased
190
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$79.2M -$41.9M 4 0.11% Reduced
191
SM
Senvest Management
New York
$79.1M -$26.9M 1 2.23% Reduced
192
Capital International Inc
Capital International Inc
California
$78.5M -$15.2K 2 0.73% Reduced
193
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$78.1M +$307K 3 1.01% Increased
194
WIC
Water Island Capital
New York
$78.1M +$73.9M 1 4.31% New
195
AIM
Anatole Investment Management
Hong Kong
$78M +$91.1M 1 4.26% New
196
Nordea Investment Management
Nordea Investment Management
Sweden
$75.6M -$19.4M 4 0.09% Reduced
197
L1 Capital
L1 Capital
Australia
$73.4M +$36.3M 1 8.47% Increased
198
AQR Capital Management
AQR Capital Management
Connecticut
$71.7M -$7.38M 5 0.13% Reduced
199
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$71.1M +$83.1M 1 20.29% New
200
SIC
Schwartz Investment Counsel
Michigan
$69.8M -$13.8M 1 2.71% Reduced