← 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
76
Neuberger Berman Group
Neuberger Berman Group
New York
$77.3M -$138M 2 0.09% Reduced
77
Janus Henderson Group
Janus Henderson Group
$74.9M +$23.5M 3 0.83% Increased
78
River Road Asset Management
River Road Asset Management
Kentucky
$74.3M -$211K 1 0.92% Reduced
79
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$74.1M +$274K 3 0.56% Increased
80
Credit Suisse
Credit Suisse
Switzerland
$74M -$7M 6 0.07% Reduced
81
WCMNY
Westchester Capital Management (New York)
New York
$72.9M +$543K 1 1.31% Increased
82
Fidelity International
Fidelity International
Bermuda
$72.9M +$9.45M 2 0.35% Increased
83
Viking Global Investors
Viking Global Investors
Connecticut
$72.1M -$80.8M 1 0.4% Reduced
84
HRES
Heitman Real Estate Securities
Illinois
$69.6M -$913K 1 4.7% Reduced
85
Miller Howard Investments
Miller Howard Investments
New York
$68M +$31.4M 2 1.46% Increased
86
RS Investment Management
RS Investment Management
California
$67.2M +$3.22M 1 0.44% Increased
87
EPCM
Eton Park Capital Management
New York
$64.3M +$63.4M 1 1.43% New
88
Asset Management One
Asset Management One
Japan
$61.1M -$16.7M 4 0.92% Reduced
89
Credit Agricole
Credit Agricole
France
$59.5M +$59.4M 5 0.26% New
90
EC
EMS Capital
New York
$59.1M +$2.17M 2 10.63% Increased
91
AllianceBernstein
AllianceBernstein
Tennessee
$57.5M -$16.3M 5 0.06% Reduced
92
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$57.4M -$1.21M 5 0.12% Reduced
93
First Trust Advisors
First Trust Advisors
Illinois
$57.2M +$11.7M 2 0.31% Increased
94
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$56M -$873K 3 1.61% Reduced
95
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$55.7M +$7.23M 1 2.21% Increased
96
SCM
Stonerise Capital Management
California
$55.5M +$2.06M 2 29.86% Increased
97
Renaissance Technologies
Renaissance Technologies
New York
$55.3M -$17.2M 2 0.13% Reduced
98
Ameriprise
Ameriprise
Minnesota
$55M -$41.2M 6 0.04% Reduced
99
T
TOBAM
France
$54.8M +$39.9M 2 3.06% Increased
100
Manning & Napier Advisors
Manning & Napier Advisors
New York
$54.6M +$840K 1 0.26% Increased