← 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
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$50.8M -$9.99M 5 0.25% Reduced
227
OP
Oldfield Partners
United Kingdom
$50.6M +$517K 1 6.56% Increased
228
Penserra Capital Management
Penserra Capital Management
California
$49.3M +$6.17M 8 1.05% Increased
229
Natixis Advisors
Natixis Advisors
Massachusetts
$49.2M +$2M 5 0.19% Increased
230
Vontobel Holding
Vontobel Holding
Switzerland
$48.9M -$95.4K 1 0.41% Reduced
231
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$48M +$1.19M 2 2.57% Increased
232
TCM
Tensile Capital Management
California
$47.7M -$6.17M 1 5.73% Reduced
233
Amalgamated Bank
Amalgamated Bank
New York
$47.5M +$1.43M 5 0.35% Increased
234
VanEck Associates
VanEck Associates
New York
$46.7M -$774K 6 0.11% Reduced
235
Boston Financial Management
Boston Financial Management
Massachusetts
$46.2M -$354K 1 1.68% Reduced
236
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$45.6M +$15.8M 4 2.44% Increased
237
Baird Financial Group
Baird Financial Group
Wisconsin
$45.3M -$1.01M 3 0.11% Reduced
238
Gabelli Funds
Gabelli Funds
New York
$45.2M +$23.7M 4 0.29% Increased
239
NAM
Nexpoint Asset Management
Texas
$45.2M +$42.8M 1 6.37% New
240
Davis Selected Advisers
Davis Selected Advisers
Arizona
$44.6M -$6.49M 3 0.21% Reduced
241
HS
Hazelview Securities
Ontario, Canada
$44.3M -$17M 2 5.58% Reduced
242
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$44.3M +$707K 4 0.2% Increased
243
Arizona State Retirement System
Arizona State Retirement System
Arizona
$42.4M -$579K 5 0.32% Reduced
244
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$41.9M -$5.4M 5 1.1% Reduced
245
Welch & Forbes
Welch & Forbes
Massachusetts
$41.7M -$125K 2 0.62% Reduced
246
Royal London Asset Management
Royal London Asset Management
United Kingdom
$41.6M -$3.97M 3 0.15% Reduced
247
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$41.6M -$901K 7 0.22% Reduced
248
LR
Library Research
Hong Kong
$40.1M -$5.51M 1 25.69% Reduced
249
NP
NS Partners
United Kingdom
$39.9M +$4.74M 2 1.87% Increased
250
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$39.5M +$878K 4 0.2% Increased