← 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
Cresset Asset Management
Cresset Asset Management
Illinois
$58.1M -$1.79M 3 0.25% Reduced
227
Boothbay Fund Management
Boothbay Fund Management
New York
$57.3M +$2.25M 4 0.74% Increased
228
Chilton Capital Management
Chilton Capital Management
Texas
$55.8M +$581K 3 1.94% Increased
229
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$55.8M +$885K 6 0.16% Increased
230
OMC
Oasis Management Company
Cayman Islands
$55.5M +$30.2M 2 3.23% Increased
231
NEOS Investment Management
NEOS Investment Management
Connecticut
$55.4M +$4.42M 3 0.28% Increased
232
Nissay Asset Management
Nissay Asset Management
Japan
$53.4M +$1.26M 3 0.28% Increased
233
Arizona State Retirement System
Arizona State Retirement System
Arizona
$51.5M -$989K 3 0.3% Reduced
234
WA
WFM Asia
British Virgin Islands
$51.3M +$54.6M 1 8.12% New
235
VC
Vision Capital
Ontario, Canada
$50.6M -$10M 2 12.74% Reduced
236
Discovery Capital Management
Discovery Capital Management
Connecticut
$50.4M -$53.1M 1 2.62% Reduced
237
Czech National Bank
Czech National Bank
Czech Republic
$50.3M +$1.51M 3 0.33% Increased
238
M
Mirova
France
$49.6M +$46.4M 3 2.02% New
239
AG
Avala Global
New York
$49.6M +$52.8M 1 2.38% New
240
1832 Asset Management
1832 Asset Management
Ontario, Canada
$49.4M -$2.35M 2 0.05% Reduced
241
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$49.3M +$15.7M 3 0.27% Increased
242
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$48.8M -$8.57M 3 0.7% Reduced
243
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$48.6M -$133K 3 0.48% Reduced
244
William Blair & Company
William Blair & Company
Illinois
$48.6M -$803K 3 0.14% Reduced
245
MetLife Investment Management
MetLife Investment Management
New Jersey
$48.5M -$930K 5 0.25% Reduced
246
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$48.4M +$3.66M 3 0.08% Increased
247
Tidal Investments
Tidal Investments
Wisconsin
$48.3M -$688K 8 0.1% Reduced
248
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$48.3M -$44.1K 3 0.26% Reduced
249
Jones Financial Companies
Jones Financial Companies
Missouri
$48.3M +$13.4M 9 0.02% Increased
250
Swiss Life Asset Management
Swiss Life Asset Management
$48.1M +$7.63M 4 0.24% Increased