← 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$45.4M -$38.1M 5 0.17% Reduced
227
LPL Financial
LPL Financial
California
$45.3M +$7.3M 6 0.06% Increased
228
William Blair & Company
William Blair & Company
Illinois
$44.9M +$699K 4 0.16% Increased
229
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$44.6M -$11.1M 4 0.27% Reduced
230
Davis Selected Advisers
Davis Selected Advisers
Arizona
$44.5M -$1.34M 3 0.21% Reduced
231
BM
Bridger Management
New York
$43.1M $0 1 3.28% Maintained
232
ICP
Indus Capital Partners
New York
$42.3M -$597K 1 6.56% Reduced
233
Natixis Advisors
Natixis Advisors
Massachusetts
$42.2M -$263K 5 0.24% Reduced
234
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$42.1M +$23.5M 3 0.62% Increased
235
SIC
Schwartz Investment Counsel
Michigan
$42.1M +$24.9M 2 1.91% Increased
236
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$41.5M -$1.89M 2 0.85% Reduced
237
Royal London Asset Management
Royal London Asset Management
United Kingdom
$39.9M -$1.27M 3 0.21% Reduced
238
Driehaus Capital Management
Driehaus Capital Management
Illinois
$39.7M +$35.9M 1 0.64% Increased
239
AMF Tjänstepension
AMF Tjänstepension
Sweden
$39.2M +$4.01M 1 0.32% Increased
240
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$38.4M +$24.6M 3 0.37% Increased
241
CA
Capitolis Advisors
New York
$38.1M +$39.2M 4 0.64% New
242
SCM
Segantii Capital Management
Hong Kong
$38.1M -$160K 1 1.76% Reduced
243
HighTower Advisors
HighTower Advisors
Illinois
$37.3M +$3.61M 6 0.16% Increased
244
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$37.2M +$275K 2 2.47% Increased
245
Chilton Capital Management
Chilton Capital Management
Texas
$37.2M +$850K 3 2.66% Increased
246
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$36.6M +$29.9M 3 0.39% Increased
247
Rockefeller Capital Management
Rockefeller Capital Management
New York
$36.3M +$8.02M 8 0.27% Increased
248
Comerica Bank
Comerica Bank
Texas
$36.2M -$1.01M 7 0.23% Reduced
249
ECP
Electron Capital Partners
New York
$35.8M -$2.18M 1 2.45% Reduced
250
Penserra Capital Management
Penserra Capital Management
California
$35.2M +$12.1M 6 0.83% Increased