← 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	KM Kylin Management New York	$60.9M	-$10.2M	1	17.43%	Reduced
152	ZP Zimmer Partners New York	$60.6M	+$43.4M	2	0.66%	Increased
153	Kornitzer Capital Management Shawnee Mission, Kansas	$59.8M	-$7.15M	3	1.09%	Reduced
154	State of Tennessee, Department of Treasury Nashville, Tennessee	$58.6M	+$3.51M	4	0.27%	Increased
155	TCM Tensile Capital Management Larkspur, California	$57.7M	$0	1	7.33%	Maintained
156	CI Investments Inc Toronto, Ontario, Canada	$57.4M	+$831K	2	0.3%	Increased
157	Pacer Advisors Malvern, Pennsylvania	$56.2M	+$25.4M	6	1.26%	Increased
158	Sachem Head Capital Management New York	$56.1M	+$56.4M	1	4.39%	New
159	Axa Paris, France	$55.5M	+$547K	4	0.22%	Increased
160	KBC Group Brussels, Belgium	$55.1M	-$13.6M	6	0.4%	Reduced
161	BNP Paribas Financial Markets Paris, France	$54.7M	+$26.1M	7	0.1%	Increased
162	GIP General Industrial Partners London, United Kingdom	$54.7M	-$1.07M	1	27.1%	Reduced
163	BNP Paribas Asset Management Paris, France	$54.5M	+$16.2M	3	0.42%	Increased
164	Envestnet Asset Management Chicago, Illinois	$54.1M	-$2.58M	7	0.06%	Reduced
165	Artisan Partners Milwaukee, Wisconsin	$53.9M	-$10.1M	1	0.1%	Reduced
166	River Road Asset Management Louisville, Kentucky	$53.4M	-$4.99M	1	1.01%	Reduced
167	Raymond James Financial Services Advisors St. Petersburg, Florida	$52M	+$2.43M	6	0.19%	Increased
168	Avalon Investment & Advisory Houston, Texas	$51.6M	+$2.18M	3	1.14%	Increased
169	Pinnacle Associates New York	$51.2M	-$3.19M	3	1.21%	Reduced
170	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$50.2M	-$13.8M	1	1.42%	Reduced
171	Swiss Life Asset Management Zurich,	$49.7M	+$42.2M	3	0.65%	Increased
172	AIG American International Group New York	$48.8M	-$325K	6	0.2%	Reduced
173	AIM Allen Investment Management New York	$47.3M	-$1.15M	1	1.25%	Reduced
174	BM Bridger Management New York	$47.1M	-$4.36M	1	3.89%	Reduced
175	WBC Westpac Banking Corp Sydney, Australia	$46.1M	-$189K	4	0.64%	Reduced