← 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
TPC
Tiger Pacific Capital
New York
$45.6M -$18.3M 2 8.25% Reduced
227
Lazard Asset Management
Lazard Asset Management
New York
$45.1M -$32.6M 4 0.05% Reduced
228
William Blair & Company
William Blair & Company
Illinois
$44.6M -$718K 4 0.17% Reduced
229
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$44M +$1.17M 3 1.01% Increased
230
Davis Selected Advisers
Davis Selected Advisers
Arizona
$43.4M +$766K 3 0.19% Increased
231
MFWM
Motley Fool Wealth Management
Virginia
$43.1M +$19.4M 1 1.94% Increased
232
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$42.2M +$22.3M 5 0.08% Increased
233
Royal London Asset Management
Royal London Asset Management
United Kingdom
$41.2M +$1.53M 3 0.19% Increased
234
Moore Capital Management
Moore Capital Management
New York
$41.1M -$15.5M 2 0.52% Reduced
235
MICM
Matthews International Capital Management
California
$40.3M -$2.2M 2 1.68% Reduced
236
Wasatch Advisors
Wasatch Advisors
Utah
$40.2M +$49.5M 1 0.18% New
237
Penserra Capital Management
Penserra Capital Management
California
$40.1M +$7.23M 7 0.74% Increased
238
Artemis Investment Management
Artemis Investment Management
United Kingdom
$40M +$7.72M 1 0.38% Increased
239
AMF Tjänstepension
AMF Tjänstepension
Sweden
$39.6M +$2.33M 1 0.3% Increased
240
SG Americas Securities
SG Americas Securities
New York
$38.5M +$15.4M 8 0.2% Increased
241
Natixis Advisors
Natixis Advisors
Massachusetts
$38.4M -$3.32M 5 0.2% Reduced
242
Alpha Wave Global
Alpha Wave Global
New York
$37.5M +$6.1M 1 2.33% Increased
243
JP
Jana Partners
New York
$37.3M +$38.2M 1 2.52% New
244
Boston Financial Management
Boston Financial Management
Massachusetts
$37.3M +$3.84M 1 1.64% Increased
245
TP
Toronado Partners
California
$37M -$3.54M 1 12.02% Reduced
246
HighTower Advisors
HighTower Advisors
Illinois
$36.7M -$1.25M 6 0.12% Reduced
247
Comerica Bank
Comerica Bank
Texas
$36.7M -$696K 7 0.22% Reduced
248
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$36.7M +$22.5M 2 0.36% Increased
249
LFDLE
La Financiere de L'Echiquier
France
$36.7M +$13.2M 1 1.48% Increased
250
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$36.4M +$991K 2 2.24% Increased