← 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
DL
Delta Lloyd
Netherlands
$25.9M +$5.09M 2 0.81% Increased
177
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$25.6M +$1.29M 3 0.34% Increased
178
Axa
Axa
France
$25.6M +$24.6M 3 0.12% Increased
179
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$24.7M +$9M 1 0.05% Increased
180
CEP
Chicago Equity Partners
Illinois
$24.7M -$1.28M 1 0.66% Reduced
181
CC
Crosslink Capital
California
$24.6M -$8.82M 2 3.95% Reduced
182
ESCM
Echo Street Capital Management
New York
$24.1M -$41.9M 1 0.96% Reduced
183
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$23.9M -$234K 3 0.14% Reduced
184
Nomura Asset Management
Nomura Asset Management
Japan
$23.9M +$1.68M 4 0.43% Increased
185
WBC
Westpac Banking Corp
Australia
$23.6M +$1.75M 4 0.22% Increased
186
QIM
Quantitative Investment Management
Virginia
$22.9M +$536K 4 0.58% Increased
187
PS
Presima Securities
Quebec, Canada
$22.8M -$660K 1 3.38% Reduced
188
CRM
Cramer Rosenthal McGlynn
Connecticut
$22.4M +$5.92M 1 0.33% Increased
189
Första AP-fonden
Första AP-fonden
Sweden
$22.3M +$15.9M 3 0.72% Increased
190
TCM
Tensile Capital Management
California
$21.9M +$2.8M 1 5.25% Increased
191
Comerica Bank
Comerica Bank
Texas
$21.8M +$1.91M 5 0.17% Increased
192
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$21.8M -$46.7M 1 0.01% Reduced
193
SAM
Sentinel Asset Management
Vermont
$21.7M +$9.47M 1 0.54% Increased
194
AC
Avenir Corporation
Virginia
$21.4M -$28.5M 1 1.87% Reduced
195
ProShare Advisors
ProShare Advisors
Maryland
$21.3M +$5.58M 4 0.24% Increased
196
Aperio Group
Aperio Group
California
$21.2M +$991K 5 0.16% Increased
197
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$20.7M -$11.2M 2 0.16% Reduced
198
Martingale Asset Management
Martingale Asset Management
Massachusetts
$20.1M -$6.9M 1 0.28% Reduced
199
AIG
American International Group
New York
$19.7M +$60.8K 4 0.08% Increased
200
SM
Selkirk Management
New Jersey
$19.7M -$839K 1 12.52% Reduced