← 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
151
BKBG
BHF Kleinwort Benson Group
Belgium
$32.7M +$11.5M 2 0.97% Increased
152
Asset Management One
Asset Management One
Japan
$32.7M +$1.58M 5 0.49% Increased
153
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M -$1.53M 5 0.05% Reduced
154
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$32.6M -$11.3M 4 0.93% Reduced
155
APG Asset Management
APG Asset Management
Netherlands
$32.6M +$4.76M 3 0.07% Increased
156
Stifel Financial
Stifel Financial
Missouri
$31.6M +$878K 3 0.28% Increased
157
Neuberger Berman Group
Neuberger Berman Group
New York
$31.4M +$19.6M 3 0.03% Increased
158
SG Americas Securities
SG Americas Securities
New York
$29.7M +$13.3M 3 0.17% Increased
159
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$29.5M -$2.74M 4 0.09% Reduced
160
FI
Fosun International
China
$29.4M -$9.77M 1 8.79% Reduced
161
Raymond James & Associates
Raymond James & Associates
Florida
$29.1M +$3.45M 4 0.18% Increased
162
SC
Salzman & Co
New York
$28.9M +$26.5M 1 9.37% New
163
Moore Capital Management
Moore Capital Management
New York
$28.8M +$21.3M 2 0.69% Increased
164
Dorsal Capital Management
Dorsal Capital Management
California
$28.4M -$8.67M 1 5% Reduced
165
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$28.2M -$849K 2 0.07% Reduced
166
VOYA Investment Management
VOYA Investment Management
Georgia
$27.1M -$1.54M 4 0.06% Reduced
167
SLCM
Seven Locks Capital Management
New York
$26.9M +$4.61M 1 3.38% Increased
168
GH
Green Holdings
Bermuda
$26.3M $0 1 14.48% Maintained
169
HCM
HMI Capital Management
California
$26.2M +$5.78M 1 13.51% Increased
170
CC
Crosslink Capital
California
$26.2M -$828K 2 2.69% Reduced
171
William Blair & Company
William Blair & Company
Illinois
$25.4M +$5.26M 3 0.04% Increased
172
AIG
American International Group
New York
$25.4M +$260K 5 0.11% Increased
173
HRES
Heitman Real Estate Securities
Illinois
$25.3M +$2.84M 1 1.58% Increased
174
CA
Claar Advisors
New York
$25.2M -$2.89M 1 8.66% Reduced
175
BlackRock Japan
BlackRock Japan
Japan
$24.8M -$1.7M 5 0.11% Reduced