← 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
226
River Road Asset Management
River Road Asset Management
Kentucky
$35.4M -$4.45M 1 0.61% Reduced
227
LPL Financial
LPL Financial
California
$35.1M +$4.23M 5 0.06% Increased
228
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$35.1M +$4.94M 5 0.62% Increased
229
DCM
Dupont Capital Management
Delaware
$34.4M -$3.7M 6 0.75% Reduced
230
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34.2M +$2.3M 4 0.25% Increased
231
HighTower Advisors
HighTower Advisors
Illinois
$33.9M -$2.33M 5 0.18% Reduced
232
PR
Payden & Rygel
California
$33.6M -$821K 1 2.14% Reduced
233
TPC
Tiger Pacific Capital
New York
$33.6M +$8.23M 2 8.54% Increased
234
MetLife Investment Management
MetLife Investment Management
New Jersey
$33.2M +$1.41M 4 0.38% Increased
235
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$33.2M +$10M 5 0.21% Increased
236
Boston Financial Management
Boston Financial Management
Massachusetts
$33.1M +$1.61M 1 1.78% Increased
237
Barings
Barings
North Carolina
$33M $0 2 1.1% Maintained
238
Country Trust Bank
Country Trust Bank
Illinois
$32.9M -$11.2M 1 1.32% Reduced
239
HCM
Hahn Capital Management
California
$32.8M -$6.98M 1 5.3% Reduced
240
SGDR
SPX Gestao de Recursos
Brazil
$32.6M +$31.4M 1 5.54% New
241
AMF Tjänstepension
AMF Tjänstepension
Sweden
$32.4M +$308K 1 0.33% Increased
242
Homestead Advisers
Homestead Advisers
Virginia
$32.4M +$12.8M 1 0.83% Increased
243
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$32.3M +$18.3M 3 0.23% Increased
244
BIM
Barton Investment Management
Pennsylvania
$32.3M -$590K 1 3.28% Reduced
245
SCM
Spyglass Capital Management
California
$32.1M +$6.84M 1 1.99% Increased
246
Fenimore Asset Management
Fenimore Asset Management
New York
$31.9M -$258K 1 1.12% Reduced
247
Blackstone Inc
Blackstone Inc
New York
$31.6M +$30.4M 1 0.13% New
248
LSV Asset Management
LSV Asset Management
Illinois
$31.6M +$9.58M 1 0.07% Increased
249
Two Sigma Advisers
Two Sigma Advisers
New York
$31.5M -$5.3M 6 0.09% Reduced
250
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$31.3M -$4.44M 2 0.72% Reduced