← 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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$51.8M +$29.2M 4 1.83% Increased
152
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$50.2M +$20.7M 4 0.62% Increased
153
USAA
United Services Automobile Association
Texas
$48M +$1.73M 5 0.13% Increased
154
CBT
Capital Bank & Trust
California
$47.8M +$9.78M 2 0.65% Increased
155
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$47.4M +$2.76M 5 0.99% Increased
156
Capital Guardian Trust
Capital Guardian Trust
California
$47.3M +$1M 2 0.67% Increased
157
SF
Schooner Foundation
Massachusetts
$47.2M $0 1 96.4% Maintained
158
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$45.8M +$7.86M 3 0.31% Increased
159
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$44.3M $0 1 0.1% Maintained
160
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$44.2M +$45.8M 1 0.53% New
161
OP
Oldfield Partners
United Kingdom
$43.9M -$1.18M 1 3.81% Reduced
162
WBC
Westpac Banking Corp
Australia
$43.8M +$11.8M 4 0.87% Increased
163
PS
Presima Securities
Quebec, Canada
$43.4M +$4.3M 1 5.62% Increased
164
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$43.1M +$6.73M 4 0.17% Increased
165
Aperio Group
Aperio Group
California
$42.9M +$417K 6 0.21% Increased
166
TCM
Tensile Capital Management
California
$42.8M +$17.3M 1 6.42% Increased
167
RC
Rivulet Capital
New Jersey
$41.8M +$42.1M 1 4.76% New
168
Chilton Capital Management
Chilton Capital Management
Texas
$41.4M +$2.95M 2 3.75% Increased
169
Fidelity International
Fidelity International
Bermuda
$40.3M +$9.08M 2 0.11% Increased
170
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$39.7M +$16.1M 2 0.02% Increased
171
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$37.8M -$4.52M 3 0.29% Reduced
172
CI Investments Inc
CI Investments Inc
Ontario, Canada
$36.9M +$22.8M 2 0.42% Increased
173
Pinnacle Associates
Pinnacle Associates
New York
$36.3M -$885K 2 0.71% Reduced
174
Capital Research Global Investors
Capital Research Global Investors
California
$35.9M +$36M 1 0.01% New
175
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$35M +$7.75M 5 0.08% Increased