← 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
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.3M +$28.3M 3 0.16% New
177
Chilton Capital Management
Chilton Capital Management
Texas
$29.2M +$8.44M 2 2.9% Increased
178
DL
Delta Lloyd
Netherlands
$28.6M +$376K 3 0.86% Increased
179
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$28.6M +$6.99M 4 2.09% Increased
180
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$28.6M -$216K 4 0.27% Reduced
181
Aperio Group
Aperio Group
California
$27.1M +$3.3M 6 0.18% Increased
182
RCM
Riverpark Capital Management
New York
$26.9M +$22.5M 1 3.77% Increased
183
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$26.6M -$1.9M 4 0.36% Reduced
184
Sentry Investments
Sentry Investments
Ontario, Canada
$26.6M +$4.84M 1 0.18% Increased
185
CC
Crosslink Capital
California
$25.5M -$2.35M 2 4.09% Reduced
186
NFA
Nationwide Fund Advisors
Ohio
$25.5M -$11.2M 4 0.1% Reduced
187
PS
Presima Securities
Quebec, Canada
$25.3M +$663K 1 3.69% Increased
188
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.7M -$13.8M 4 0.12% Reduced
189
TCM
Tensile Capital Management
California
$24.6M $0 1 5.39% Maintained
190
ProShare Advisors
ProShare Advisors
Maryland
$23.9M +$291K 4 0.25% Increased
191
CRM
Cramer Rosenthal McGlynn
Connecticut
$23.9M -$1.11M 1 0.36% Reduced
192
Driehaus Capital Management
Driehaus Capital Management
Illinois
$23.8M +$5.58M 3 0.82% Increased
193
QIM
Quantitative Investment Management
Virginia
$23.7M -$1.19M 3 0.36% Reduced
194
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$23.4M +$4.55M 2 0.1% Increased
195
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$22.7M -$5.46M 4 0.27% Reduced
196
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$21.6M -$18.3M 1 0.26% Reduced
197
HCM
Hodges Capital Management
Texas
$21.2M +$254K 1 1.06% Increased
198
WCP
Waterfront Capital Partners
New York
$21.2M -$28.5M 2 3.09% Reduced
199
Eagle Asset Management
Eagle Asset Management
Florida
$20.7M -$379K 3 0.13% Reduced
200
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
$20.3M +$17.8M 1 1.35% Increased