← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$42.1M -$28.8M 4 0.39% Reduced
152
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$40.8M -$35.6K 3 0.14% Reduced
153
ACM
AEW Capital Management
Massachusetts
$40.2M +$6.82M 1 0.98% Increased
154
Welch & Forbes
Welch & Forbes
Massachusetts
$40M -$1.42M 1 1.15% Reduced
155
CCMH
Cornerstone Capital Management Holdings
New York
$39.9M -$12.4M 4 0.31% Reduced
156
DIA
Denver Investment Advisors
Colorado
$39.3M -$2.63M 1 1.76% Reduced
157
National Pension Service
National Pension Service
South Korea
$38.8M +$4.15M 3 0.26% Increased
158
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$38.7M +$3.62M 4 0.29% Increased
159
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$38.6M +$681K 4 0.38% Increased
160
WBC
Westpac Banking Corp
Australia
$37.2M +$13.2M 4 0.3% Increased
161
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$37.1M +$10.1M 4 0.2% Increased
162
Credit Agricole
Credit Agricole
France
$37M +$2.52M 5 0.11% Increased
163
Panagora Asset Management
Panagora Asset Management
Massachusetts
$36.3M +$25.1M 4 0.15% Increased
164
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$35.2M +$4.03M 4 0.24% Increased
165
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$34M -$2.9M 4 0.57% Reduced
166
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.3M +$31.8M 1 0.39% New
167
OP
Oldfield Partners
United Kingdom
$33M +$3.49M 1 2.99% Increased
168
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$32.5M -$1.03M 4 0.08% Reduced
169
SAM
Sentinel Asset Management
Vermont
$32.1M +$7.37M 1 0.76% Increased
170
PHAM
Pacific Heights Asset Management
California
$31.9M $0 1 3.04% Maintained
171
KBC Group
KBC Group
Belgium
$31.4M -$5.56M 5 0.28% Reduced
172
William Blair & Company
William Blair & Company
Illinois
$30.9M +$41.3K 2 0.25% Increased
173
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$29.9M -$3.52M 3 0.27% Reduced
174
Manning & Napier Advisors
Manning & Napier Advisors
New York
$29.5M -$1.67M 2 0.23% Reduced
175
AIG
American International Group
New York
$29.4M +$7.21M 4 0.11% Increased