← 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
126
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$66M +$3.57M 4 1.03% Increased
127
River Road Asset Management
River Road Asset Management
Kentucky
$65.7M -$15.1M 1 1.61% Reduced
128
UIC
Uniplan Investment Counsel
Wisconsin
$64.8M -$4.57M 2 4.46% Reduced
129
Victory Capital Management
Victory Capital Management
Texas
$64.8M +$18.1M 4 0.16% Increased
130
AQR Capital Management
AQR Capital Management
Connecticut
$64.5M -$2.53M 5 0.07% Reduced
131
Renaissance Technologies
Renaissance Technologies
New York
$63.8M +$17.6M 5 0.07% Increased
132
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$63.6M +$14.8M 1 0.67% Increased
133
National Pension Service
National Pension Service
South Korea
$63M +$2.39M 2 0.26% Increased
134
SCH
Sylebra Capital (HK)
Hong Kong
$62.1M +$14.6M 2 4.76% Increased
135
Korea Investment Corp
Korea Investment Corp
South Korea
$61.8M -$958K 3 0.34% Reduced
136
Guggenheim Capital
Guggenheim Capital
Illinois
$61.6M -$112K 6 0.52% Reduced
137
Douglas Lane & Associates
Douglas Lane & Associates
New York
$60.9M +$1.78M 1 1.44% Increased
138
Man Group
Man Group
United Kingdom
$59.2M +$3.59M 5 0.26% Increased
139
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$58.8M +$8.94M 2 0.03% Increased
140
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$58M -$2.96M 5 0.35% Reduced
141
AIM
Allen Investment Management
New York
$58M -$1.25M 1 2.34% Reduced
142
PS
Presima Securities
Quebec, Canada
$53.2M -$696K 1 7.69% Reduced
143
Holocene Advisors
Holocene Advisors
New York
$53M +$58.6M 1 0.85% New
144
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$52.1M -$11.1M 4 0.22% Reduced
145
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$51.1M +$129K 3 1.02% Increased
146
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$49.2M +$35.3M 2 1.8% Increased
147
OppenheimerFunds
OppenheimerFunds
New York
$47.8M -$2.07M 4 0.07% Reduced
148
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$47.3M +$4.87M 1 0.68% Increased
149
CBT
Capital Bank & Trust
California
$47.1M -$3.62M 3 0.69% Reduced
150
WBC
Westpac Banking Corp
Australia
$46.4M +$7.54M 5 0.79% Increased