← 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
M&G Investment Management
M&G Investment Management
United Kingdom
$67.1M +$64.5M 1 0.59% New
152
Aperio Group
Aperio Group
California
$66.9M +$2.85M 8 0.24% Increased
153
CI Investments Inc
CI Investments Inc
Ontario, Canada
$66.5M +$894K 2 0.34% Increased
154
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$65.8M +$16.4M 6 0.21% Increased
155
Nordea Investment Management
Nordea Investment Management
Sweden
$63.6M +$61.6M 4 0.13% Increased
156
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$61.8M +$61.7M 5 0.16% New
157
KM
Kylin Management
New York
$61.4M -$14.7M 1 16.45% Reduced
158
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$60.5M -$1.15M 5 7.36% Reduced
159
WCP
Waterfront Capital Partners
New York
$60.2M +$34.5M 2 9.16% Increased
160
Axa
Axa
France
$59.9M +$4.6M 4 0.24% Increased
161
Truist Financial
Truist Financial
North Carolina
$58.9M +$59.5M 4 0.12% Increased
162
Sands Capital Management
Sands Capital Management
Virginia
$58.9M +$14.8M 1 0.17% Increased
163
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.5M +$5.83M 7 0.06% Increased
164
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$55.8M +$23.1M 2 0.67% Increased
165
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$55.8M +$2.34M 3 0.38% Increased
166
River Road Asset Management
River Road Asset Management
Kentucky
$52.1M -$444K 1 0.82% Reduced
167
BM
Bridger Management
New York
$51.1M -$8.27M 1 3.68% Reduced
168
Millennium Management
Millennium Management
New York
$50.9M -$39.1M 7 0.06% Reduced
169
Man Group
Man Group
United Kingdom
$50.8M +$8.34M 3 0.17% Increased
170
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$50.2M -$3.97M 7 0.09% Reduced
171
KBC Group
KBC Group
Belgium
$49.9M -$4.31M 6 0.32% Reduced
172
WBC
Westpac Banking Corp
Australia
$48.5M +$4.59M 4 0.62% Increased
173
LSCM
Light Street Capital Management
California
$48.4M -$2.5M 1 2.89% Reduced
174
AIM
Allen Investment Management
New York
$47.5M -$429K 1 1.13% Reduced
175
TP
Toronado Partners
California
$46.5M +$4.55M 1 13.2% Increased