← 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
176
Davis Selected Advisers
Davis Selected Advisers
Arizona
$22.1M +$21M 2 0.08% New
177
FM
Forward Management
California
$21.8M +$19.4M 2 1.31% Increased
178
Canada Life
Canada Life
Manitoba, Canada
$21.7M -$132K 5 0.07% Reduced
179
Dorsal Capital Management
Dorsal Capital Management
California
$21M -$4.53M 1 3.4% Reduced
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.7M +$17.3M 3 0.06% Increased
181
USAA
United Services Automobile Association
Texas
$19.9M +$9.13M 3 0.07% Increased
182
TD Asset Management
TD Asset Management
Ontario, Canada
$19.8M +$16.4M 3 0.04% Increased
183
ACI
AMP Capital Investors
Australia
$19.7M -$1.98M 3 0.12% Reduced
184
Baird
Baird
Wisconsin
$19.7M -$18.8M 1 0.2% Reduced
185
TCA
Taconic Capital Advisors
New York
$19.4M +$19.1M 1 0.86% New
186
AG
Ashmore Group
United Kingdom
$19.4M -$3.36M 1 3.94% Reduced
187
AIP
ARS Investment Partners
New York
$19.1M -$792K 1 3.55% Reduced
188
CC
Crosslink Capital
California
$18.6M -$12.5M 2 2.67% Reduced
189
SRFM
Shannon River Fund Management
New York
$18.6M $0 1 2.14% Maintained
190
Palisade Capital Management
Palisade Capital Management
New Jersey
$18.6M -$5.65M 1 0.47% Reduced
191
FI
Fosun International
China
$18.3M +$973K 1 2.03% Increased
192
LCP
LeVasseur Capital Partners
California
$18.3M $0 1 18.56% Maintained
193
Daiwa Securities Group
Daiwa Securities Group
Japan
$18.1M -$1.4M 4 0.12% Reduced
194
M&T Bank
M&T Bank
New York
$17.9M -$1.44M 3 0.11% Reduced
195
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$17.7M +$14.1M 4 0.22% Increased
196
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$17.7M -$1.37M 3 0.2% Reduced
197
TAAM
Top Ace Asset Management
Hong Kong
$17.7M $0 1 28.79% Maintained
198
Rockefeller Financial Services
Rockefeller Financial Services
New York
$17.3M +$18.3M 1 0.37% New
199
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$17M -$9.22M 5 0.22% Reduced
200
LI
LMCG Investments
Massachusetts
$17M +$16.5M 1 0.36% New