← 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
101
MP
Makaira Partners
California
$98M -$22.1M 1 14.33% Reduced
102
AT
Alliance Trust
United Kingdom
$94.6M -$3.07M 1 4.36% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$94.1M +$16.5M 4 0.28% Increased
104
Westfield Capital Management
Westfield Capital Management
Massachusetts
$93.3M -$30.3M 1 0.77% Reduced
105
HRES
Heitman Real Estate Securities
Illinois
$93.1M -$3.5M 2 5.05% Reduced
106
EC
EMS Capital
New York
$93.1M $0 1 9.71% Maintained
107
Victory Capital Management
Victory Capital Management
Texas
$91.1M -$10.5M 3 0.36% Reduced
108
STRS Ohio
STRS Ohio
Ohio
$91.1M +$2.34M 4 0.4% Increased
109
MTB
Mizuho Trust & Banking
Japan
$89.6M +$5.31M 4 0.27% Increased
110
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$88.8M +$15.1M 3 0.32% Increased
111
Lazard Asset Management
Lazard Asset Management
New York
$86.9M +$16.5M 4 0.18% Increased
112
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$84.8M +$23.9M 3 0.22% Increased
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$83.2M +$19M 4 0.26% Increased
114
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$82.5M -$3.22M 1 0.93% Reduced
115
CCMH
Cornerstone Capital Management Holdings
New York
$82M +$9.71M 4 0.66% Increased
116
ESCM
Echo Street Capital Management
New York
$81.8M +$39.3M 2 3.42% Increased
117
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$81.2M -$3.56M 4 0.39% Reduced
118
First Trust Advisors
First Trust Advisors
Illinois
$81.2M -$6.19K 5 0.26% Reduced
119
Asset Management One
Asset Management One
Japan
$81.1M -$7.26M 4 1.22% Reduced
120
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$80.3M +$31.9M 3 0.76% Increased
121
Barclays
Barclays
United Kingdom
$78M -$28.5M 5 0.1% Reduced
122
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$77.8M +$2.52M 4 0.31% Increased
123
Bank of Montreal
Bank of Montreal
Ontario, Canada
$75.2M +$29.3M 7 0.09% Increased
124
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$75.2M -$1.41M 1 0.84% Reduced
125
Stifel Financial
Stifel Financial
Missouri
$73.6M -$3.56M 5 0.34% Reduced