← 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
301
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$41.4M -$1.01M 5 0.05% Reduced
302
ARAM
Ardmore Road Asset Management
New York
$41.4M -$35.7M 2 2.43% Reduced
303
Element Capital Management
Element Capital Management
New York
$41.4M +$44.1M 1 1.29% New
304
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$40.5M -$4.18M 3 0.21% Reduced
305
XTX Topco
XTX Topco
Cayman Islands
$40.2M +$25.4M 11 0.52% Increased
306
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$40.2M -$1.71M 3 0.31% Reduced
307
Graham Capital Management
Graham Capital Management
Connecticut
$40M +$29.8M 4 0.73% Increased
308
Nomura Holdings
Nomura Holdings
Japan
$39.7M +$13.8M 7 0.05% Increased
309
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$39.2M $0 1 0.95% Maintained
310
Groupama Asset Management
Groupama Asset Management
France
$39.2M +$1.24M 1 0.49% Increased
311
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$39.1M -$38.4M 3 0.14% Reduced
312
ICM
Infini Capital Management
Hong Kong
$38.9M +$43.9M 1 100% New
313
Xponance
Xponance
Pennsylvania
$38.8M +$2.59M 6 0.24% Increased
314
Country Trust Bank
Country Trust Bank
Illinois
$38.7M -$4.71M 1 0.68% Reduced
315
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$38.6M +$15.1M 2 0.25% Increased
316
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$38.2M -$428K 4 0.26% Reduced
317
IEQ Capital
IEQ Capital
California
$38.2M -$1.1M 5 0.18% Reduced
318
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.2M -$10.9M 9 0.12% Reduced
319
Carmignac Gestion
Carmignac Gestion
France
$38.1M +$40.3M 1 0.49% Increased
320
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$38M -$5.19M 3 0.07% Reduced
321
PAMS
Pinpoint Asset Management (Singapore)
$37.9M +$30.2M 2 7.68% Increased
322
Erste Asset Management
Erste Asset Management
Austria
$37.8M -$179K 4 0.29% Reduced
323
Davis Selected Advisers
Davis Selected Advisers
Arizona
$37.4M -$2.2M 3 0.16% Reduced
324
MHIC
Marble Harbor Investment Counsel
Massachusetts
$37.3M -$606K 1 3.79% Reduced
325
Truist Financial
Truist Financial
North Carolina
$37M -$1.47M 4 0.04% Reduced