← 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
376
Temasek Holdings
Temasek Holdings
Singapore
$28.3M +$18.9M 1 0.08% Increased
377
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$28.3M -$215K 3 0.81% Reduced
378
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$28.1M +$28.9M 1 0.18% New
379
Ethic Inc
Ethic Inc
New York
$28.1M +$3.54M 4 0.35% Increased
380
M
Mirova
France
$27.8M -$26M 3 1.03% Reduced
381
Ninety One (UK)
Ninety One (UK)
United Kingdom
$27.4M -$94.5K 2 0.06% Reduced
382
Gradient Investments
Gradient Investments
Minnesota
$27.3M +$299K 2 0.38% Increased
383
Yousif Capital Management
Yousif Capital Management
Michigan
$27.1M -$744K 3 0.3% Reduced
384
PHAM
Pacific Heights Asset Management
California
$26.9M $0 1 0.85% Maintained
385
Brevan Howard Capital Management
Brevan Howard Capital Management
Jersey
$26.8M +$6.58M 8 0.2% Increased
386
Allstate Corporation
Allstate Corporation
Illinois
$26.6M -$2.68M 3 0.27% Reduced
387
NIG
NFJ Investment Group
Texas
$26.6M -$22M 2 0.9% Reduced
388
LBP AM
LBP AM
France
$26.2M -$13.8M 2 0.26% Reduced
389
Lido Advisors
Lido Advisors
California
$26.2M +$1.66M 4 0.07% Increased
390
Calamos Advisors
Calamos Advisors
Illinois
$26M -$1.67M 2 0.09% Reduced
391
Driehaus Capital Management
Driehaus Capital Management
Illinois
$25.9M +$13.8M 4 0.15% Increased
392
SM
Senvest Management
New York
$25.8M +$4.06M 2 0.76% Increased
393
PBU - The Pension Fund of Early Childhood & Youth Educators
PBU - The Pension Fund of Early Childhood & Youth Educators
$25.5M -$4.14M 1 0.58% Reduced
394
TCM
Tensile Capital Management
California
$25.4M -$2.14M 1 3.51% Reduced
395
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$25.4M -$293K 1 9.78% Reduced
396
Kestra Advisory Services
Kestra Advisory Services
Texas
$25.2M -$269K 4 0.08% Reduced
397
ECP
Electron Capital Partners
New York
$25M +$1.97M 1 1% Increased
398
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25M +$24M 4 0.2% Increased
399
Man Group
Man Group
United Kingdom
$24.6M +$18.7M 1 0.04% Increased
400
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$24.6M +$1.96M 3 0.27% Increased