← 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
Capital Group Private Client Services
Capital Group Private Client Services
California
$98.2M -$1.53M 1 1.2% Reduced
127
Nordea Investment Management
Nordea Investment Management
Sweden
$94M +$59.6M 3 0.13% Increased
128
Confluence Investment Management
Confluence Investment Management
Missouri
$91.6M -$761K 1 1.42% Reduced
129
AGF Management
AGF Management
Ontario, Canada
$90.5M +$151K 3 0.64% Increased
130
Man Group
Man Group
United Kingdom
$87.2M -$70.6M 0 – Closed
131
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$87.2M $0 2 39.51% Maintained
132
Guggenheim Capital
Guggenheim Capital
Illinois
$86.9M +$2.16M 4 0.75% Increased
133
Fidelity International
Fidelity International
Bermuda
$86.9M -$13.4M 3 0.1% Reduced
134
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$86.7M -$4.76M 6 0.11% Reduced
135
GCM
Gladstone Capital Management
United Kingdom
$85.3M +$86.5M 1 8.7% New
136
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$83.9M -$2.5M 6 0.18% Reduced
137
Storebrand Asset Management
Storebrand Asset Management
Norway
$83.1M +$1.91M 5 0.4% Increased
138
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$80.4M -$22.4M 3 0.77% Reduced
139
WCP
Waterfront Capital Partners
New York
$80.4M -$38.1M 2 7.88% Reduced
140
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$74.3M -$8.71M 2 2.94% Reduced
141
HS
Hazelview Securities
Ontario, Canada
$73.1M -$25.1M 2 13.29% Reduced
142
Manning & Napier Group
Manning & Napier Group
New York
$72.9M -$1.86M 1 0.9% Reduced
143
Douglas Lane & Associates
Douglas Lane & Associates
New York
$72.8M -$1.69M 1 1.22% Reduced
144
Candriam SCA
Candriam SCA
Luxembourg
$72.8M +$5.03M 3 0.52% Increased
145
Cresset Asset Management
Cresset Asset Management
Illinois
$72.7M +$299K 2 0.28% Increased
146
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$72.5M +$746K 3 0.92% Increased
147
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$71.9M -$14.6M 1 1.07% Reduced
148
VOYA Investment Management
VOYA Investment Management
Georgia
$71.9M -$9.29M 3 0.08% Reduced
149
Moore Capital Management
Moore Capital Management
New York
$70M +$6.85M 2 1.31% Increased
150
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$69.7M -$3.02M 4 0.12% Reduced