← 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
UIC
Uniplan Investment Counsel
Wisconsin
$99.9M +$1.15M 2 6.82% Increased
152
Douglas Lane & Associates
Douglas Lane & Associates
New York
$98.3M -$3.54M 1 1.65% Reduced
153
Confluence Investment Management
Confluence Investment Management
Missouri
$97.4M -$4.77M 2 1.45% Reduced
154
SM
Senvest Management
New York
$94.3M +$23.5M 1 3.68% Increased
155
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$93.6M -$18.6M 2 0.2% Reduced
156
AG
Artal Group
Luxembourg
$93.6M $0 1 2.01% Maintained
157
USS Investment Management
USS Investment Management
United Kingdom
$92.8M $0 2 0.84% Maintained
158
OP
Oldfield Partners
United Kingdom
$92.6M +$12M 1 4.43% Increased
159
Temasek Holdings
Temasek Holdings
Singapore
$92.5M $0 1 0.4% Maintained
160
Jennison Associates
Jennison Associates
New York
$91M -$19.7M 1 0.06% Reduced
161
Capital International Inc
Capital International Inc
California
$90.2M +$493K 2 0.84% Increased
162
CIBC World Markets
CIBC World Markets
New York
$88.8M +$77.5M 4 0.45% Increased
163
Chevy Chase Trust
Chevy Chase Trust
Maryland
$86.7M -$1.03M 4 0.31% Reduced
164
KM
Kylin Management
New York
$86.3M -$11.8M 1 24.71% Reduced
165
Renaissance Technologies
Renaissance Technologies
New York
$85.3M -$44.2M 3 0.09% Reduced
166
LSV Asset Management
LSV Asset Management
Illinois
$85M +$32.9M 1 0.15% Increased
167
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$84.9M +$6.21M 4 0.16% Increased
168
Aviva
Aviva
United Kingdom
$84.8M -$1.4M 5 0.44% Reduced
169
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$84.4M +$26.3K 2 1.99% Increased
170
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$82.9M -$58.3M 4 0.22% Reduced
171
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$82.8M +$2.88M 6 0.64% Increased
172
Nordea Investment Management
Nordea Investment Management
Sweden
$82.5M +$13.3M 5 0.13% Increased
173
Pinnacle Associates
Pinnacle Associates
New York
$80.6M -$5.29M 5 1.64% Reduced
174
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$80.3M +$83.7M 1 1.62% New
175
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$79.9M -$5.09M 6 0.2% Reduced