← 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
Panagora Asset Management
Panagora Asset Management
Massachusetts
$43.7M +$5.49M 4 0.18% Increased
152
D.E. Shaw & Co
D.E. Shaw & Co
New York
$41.8M +$26.4M 4 0.07% Increased
153
Two Sigma Investments
Two Sigma Investments
New York
$41.8M +$39.1M 4 0.15% Increased
154
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$41M -$4.11M 3 0.33% Reduced
155
Capital Guardian Trust
Capital Guardian Trust
California
$40.1M -$20.1M 2 0.74% Reduced
156
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$39.2M -$3.97M 3 0.13% Reduced
157
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$37.9M +$1.97M 3 0.62% Increased
158
Welch & Forbes
Welch & Forbes
Massachusetts
$37.9M -$679K 1 1.06% Reduced
159
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$37.4M +$35.8M 4 0.3% Increased
160
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$37.1M +$41.4K 4 0.26% Increased
161
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$36.6M -$4.88M 4 0.25% Reduced
162
Credit Agricole
Credit Agricole
France
$36.5M -$2.63M 5 0.12% Reduced
163
SAM
Sentinel Asset Management
Vermont
$35.4M +$1.06M 1 0.86% Increased
164
Axa
Axa
France
$35.3M +$21.3M 4 0.16% Increased
165
CBT
Capital Bank & Trust
California
$34.5M +$35.1M 2 0.45% New
166
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$34.2M -$1.85M 1 0.41% Reduced
167
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$34.2M -$9.63M 3 0.3% Reduced
168
PHAM
Pacific Heights Asset Management
California
$33.9M $0 1 3.23% Maintained
169
DL
Delta Lloyd
Netherlands
$33.5M +$3.2M 3 0.94% Increased
170
Aperio Group
Aperio Group
California
$33.4M +$5M 6 0.2% Increased
171
Sentry Investments
Sentry Investments
Ontario, Canada
$33.2M +$4.6M 1 0.24% Increased
172
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$32.8M -$2.35M 4 0.08% Reduced
173
PS
Presima Securities
Quebec, Canada
$32.6M +$5.76M 1 4.51% Increased
174
William Blair & Company
William Blair & Company
Illinois
$32.4M +$2.21M 4 0.24% Increased
175
AIG
American International Group
New York
$32.2M +$1.09M 4 0.11% Increased