← 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
MYAM
Meiji Yasuda Asset Management
Japan
$34.3M +$12.8M 3 1.99% Increased
227
LR
Library Research
Hong Kong
$33.9M -$4.09M 1 24.14% Reduced
228
Man Group
Man Group
United Kingdom
$33.8M -$7.33M 0 – Closed
229
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$33.5M -$6.12M 2 1.2% Reduced
230
WIC
Water Island Capital
New York
$33.4M +$32.2M 1 2.09% New
231
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33M +$31.9M 1 0.18% New
232
AIG
American International Group
New York
$32.9M -$511K 5 0.22% Reduced
233
OP
Oldfield Partners
United Kingdom
$32.8M +$960K 1 4.7% Increased
234
MetLife Investment Management
MetLife Investment Management
New Jersey
$32.6M +$174K 5 0.25% Increased
235
BHMP
Bardin Hill Management Partners
New York
$32.3M +$31.2M 1 8.43% New
236
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$32.3M +$1.81M 2 0.1% Increased
237
Amalgamated Bank
Amalgamated Bank
New York
$32.1M +$1.48M 5 0.3% Increased
238
GAA
Green Alpha Advisors
Colorado
$32.1M +$23.8M 4 7.37% Increased
239
RGREA
Ranger Global Real Estate Advisors
Colorado
$31.9M -$49M 2 2.57% Reduced
240
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$31.9M +$25.7M 1 1.21% Increased
241
Woodline Partners
Woodline Partners
California
$31.8M +$30.7M 1 0.49% New
242
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31.8M +$529K 5 0.31% Increased
243
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$31.7M -$896K 4 0.05% Reduced
244
Davis Selected Advisers
Davis Selected Advisers
Arizona
$31.6M +$482K 2 0.2% Increased
245
Artemis Investment Management
Artemis Investment Management
United Kingdom
$31.6M +$904K 1 0.32% Increased
246
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$31.2M +$24.4M 5 0.12% Increased
247
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.2M +$24.9M 2 0.09% Increased
248
ProShare Advisors
ProShare Advisors
Maryland
$30.5M -$9.8M 3 0.1% Reduced
249
Penserra Capital Management
Penserra Capital Management
California
$30.4M -$606K 9 0.83% Reduced
250
Royal London Asset Management
Royal London Asset Management
United Kingdom
$30.2M -$292K 3 0.14% Reduced