← 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
CBT
Capital Bank & Trust
California
$57.9M +$4.74M 3 0.72% Increased
152
PS
Presima Securities
Quebec, Canada
$56.9M +$18M 1 7.28% Increased
153
OppenheimerFunds
OppenheimerFunds
New York
$56.4M -$8.16M 4 0.07% Reduced
154
Renaissance Technologies
Renaissance Technologies
New York
$54.4M +$34.4M 6 0.06% Increased
155
CGI
Calixto Global Investors
Florida
$54.3M +$32.9M 1 19.48% Increased
156
Nordea Investment Management
Nordea Investment Management
Sweden
$53.8M +$55.5M 4 0.11% New
157
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$51.3M +$6.28M 1 0.6% Increased
158
Victory Capital Management
Victory Capital Management
Texas
$51.1M -$8.88M 4 0.11% Reduced
159
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$50M +$19.4M 6 0.09% Increased
160
Pinnacle Associates
Pinnacle Associates
New York
$49.8M -$5.71M 3 1.03% Reduced
161
SF
Schooner Foundation
Massachusetts
$49.6M $0 1 100% Maintained
162
Point72 Asset Management
Point72 Asset Management
Connecticut
$49.3M +$6.36M 3 0.2% Increased
163
TCM
Tensile Capital Management
California
$49.1M $0 1 6.67% Maintained
164
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$48.9M +$6.25M 8 0.07% Increased
165
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$47.1M +$2.32M 5 0.09% Increased
166
WBC
Westpac Banking Corp
Australia
$46.6M -$3.56M 4 0.8% Reduced
167
Chilton Capital Management
Chilton Capital Management
Texas
$45M -$1.62M 2 3.72% Reduced
168
US Bancorp
US Bancorp
Minnesota
$44.8M +$17.4M 6 0.13% Increased
169
Axa
Axa
France
$43.6M +$6.55M 4 0.16% Increased
170
Aperio Group
Aperio Group
California
$43.3M +$3.83M 8 0.19% Increased
171
CI Investments Inc
CI Investments Inc
Ontario, Canada
$42.7M -$8.79M 2 0.32% Reduced
172
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$42.4M +$16.4M 5 0.27% Increased
173
USAA
United Services Automobile Association
Texas
$42.1M -$1.08M 5 0.11% Reduced
174
TCP
Tourbillon Capital Partners
New York
$42.1M +$33M 1 4.53% Increased
175
RGREA
Ranger Global Real Estate Advisors
Colorado
$40.6M +$8.26M 2 9.74% Increased