← 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
GCM
Gladstone Capital Management
United Kingdom
$104M +$8.47M 1 12.14% Increased
127
Guggenheim Capital
Guggenheim Capital
Illinois
$101M +$4.08M 4 0.77% Increased
128
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$101M +$20.6M 2 1.19% Increased
129
Capital Group Private Client Services
Capital Group Private Client Services
California
$100M -$8.43M 1 1.03% Reduced
130
Confluence Investment Management
Confluence Investment Management
Missouri
$99.7M -$2.08M 1 1.41% Reduced
131
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$99.6M +$1.18M 6 0.2% Increased
132
UIC
Uniplan Investment Counsel
Wisconsin
$96M -$20.9M 3 7.13% Reduced
133
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$95.2M -$16.1M 3 0.27% Reduced
134
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$88.5M $0 2 2.59% Maintained
135
Fidelity International
Fidelity International
Bermuda
$87.2M -$1.12M 3 0.09% Reduced
136
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$83.1M +$5.08M 4 0.12% Increased
137
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$82M -$432K 2 2.98% Reduced
138
LPL Financial
LPL Financial
California
$81.4M +$6.27M 4 0.05% Increased
139
Manning & Napier Group
Manning & Napier Group
New York
$80.1M -$706K 1 0.95% Reduced
140
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$79.6M -$1.51M 3 0.95% Reduced
141
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$79.4M +$4.58M 3 0.27% Increased
142
Douglas Lane & Associates
Douglas Lane & Associates
New York
$76.7M -$3.88M 2 1.18% Reduced
143
Cresset Asset Management
Cresset Asset Management
Illinois
$76.7M -$3.78M 3 0.46% Reduced
144
Chevy Chase Trust
Chevy Chase Trust
Maryland
$76.5M -$314K 3 0.27% Reduced
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$75.3M +$1.25M 3 0.21% Increased
146
Candriam SCA
Candriam SCA
Luxembourg
$74.7M -$5.97M 3 0.52% Reduced
147
Eagle Asset Management
Eagle Asset Management
Florida
$73.9M +$17.8M 2 0.4% Increased
148
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$72.9M -$758K 3 0.52% Reduced
149
Natixis Advisors
Natixis Advisors
Massachusetts
$71.5M +$177K 3 0.19% Increased
150
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$70.8M +$17.8M 4 0.17% Increased