← 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
Managed Account Advisors
Managed Account Advisors
New Jersey
$77.2M -$9.3M 5 0.1% Reduced
77
Jennison Associates
Jennison Associates
New York
$75.7M -$22.7M 1 0.07% Reduced
78
Scout Investments
Scout Investments
Missouri
$75.6M +$3.05M 1 0.87% Increased
79
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$74.6M -$8.66M 4 0.05% Reduced
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$68.3M +$12.7M 6 0.1% Increased
81
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$66.1M -$4.31M 3 0.49% Reduced
82
First Trust Advisors
First Trust Advisors
Illinois
$65.9M +$9.91M 3 0.32% Increased
83
ING Group
ING Group
Netherlands
$64.5M +$43.6M 3 0.33% Increased
84
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.4M +$19.2M 6 0.05% Increased
85
T
TOBAM
France
$64M +$9.25M 2 3.28% Increased
86
Janus Henderson Group
Janus Henderson Group
$62.3M -$13.8M 4 0.63% Reduced
87
MP
Makaira Partners
California
$61.1M +$5.45M 1 11.33% Increased
88
Daiwa Capital Markets America
Daiwa Capital Markets America
New York
$60.8M +$61.5M 5 0.52% New
89
Daiwa Securities Group
Daiwa Securities Group
Japan
$60.8M -$11.5M 5 0.52% Reduced
90
Miller Howard Investments
Miller Howard Investments
New York
$60.1M -$2.83M 2 1.2% Reduced
91
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$60.1M +$27.3M 5 0.03% Increased
92
Westwood Holdings Group
Westwood Holdings Group
Texas
$58.7M -$34.5M 2 0.45% Reduced
93
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$58.5M +$26.3M 1 0.03% Increased
94
SCM
Stonerise Capital Management
California
$57.9M $0 2 22.15% Maintained
95
FM
Forward Management
California
$57.8M +$34.6M 2 3.52% Increased
96
Suntrust Banks
Suntrust Banks
Georgia
$57.8M +$53.6M 3 0.22% Increased
97
RIM
Rainier Investment Management
Washington
$56.9M -$39.4M 1 0.59% Reduced
98
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$56M +$469K 5 0.12% Increased
99
Manning & Napier Advisors
Manning & Napier Advisors
New York
$55.3M +$4.84M 1 0.25% Increased
100
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$54.6M -$7.08M 1 0.09% Reduced