← 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
CA
Capitolis Advisors
New York
$105M +$93.4M 3 1.23% Increased
152
Confluence Investment Management
Confluence Investment Management
Missouri
$104M +$249K 2 1.38% Increased
153
SCM
Spyglass Capital Management
California
$103M +$6.37M 1 2.3% Increased
154
Truist Financial
Truist Financial
North Carolina
$101M +$1.31M 5 0.17% Increased
155
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$101M +$3.1M 6 0.21% Increased
156
LSV Asset Management
LSV Asset Management
Illinois
$98.9M -$3.31M 1 0.17% Reduced
157
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$96.7M -$9.86M 4 0.6% Reduced
158
Sands Capital Management
Sands Capital Management
Virginia
$93.6M +$7.98M 1 0.16% Increased
159
First Trust Advisors
First Trust Advisors
Illinois
$92.2M +$14.7M 8 0.1% Increased
160
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$90.7M +$1.01M 3 0.2% Increased
161
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$90.4M +$220K 4 0.14% Increased
162
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$87.4M -$16.2M 7 0.18% Reduced
163
Davenport & Co
Davenport & Co
Virginia
$86.3M +$23.9M 2 0.66% Increased
164
WBC
Westpac Banking Corp
Australia
$86.2M +$7.56M 7 0.87% Increased
165
M&G Investment Management
M&G Investment Management
United Kingdom
$85.6M +$3.21M 2 0.21% Increased
166
Capital International Inc
Capital International Inc
California
$83.8M -$3.49M 2 0.75% Reduced
167
LPC
Long Pond Capital
New York
$82.7M -$77.1M 2 2.87% Reduced
168
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$82.6M -$1.91M 8 0.17% Reduced
169
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$82.6M +$26M 7 0.24% Increased
170
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$81.3M +$21.3M 3 0.8% Increased
171
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$81M +$5.42M 4 0.31% Increased
172
SIC
Schwartz Investment Counsel
Michigan
$80.9M -$707K 1 3.26% Reduced
173
Chevy Chase Trust
Chevy Chase Trust
Maryland
$80.8M -$3.76M 3 0.27% Reduced
174
VanEck Associates
VanEck Associates
New York
$80.6M +$27.6M 5 0.19% Increased
175
AIM
Anatole Investment Management
Hong Kong
$80.2M -$10.9M 1 6.11% Reduced