← 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
WCP
Waterfront Capital Partners
New York
$31.6M +$8.84M 1 4.44% Increased
177
OP
Oldfield Partners
United Kingdom
$31.6M +$5.88M 1 2.74% Increased
178
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$31.1M +$874K 4 0.28% Increased
179
RCM
Riverpark Capital Management
New York
$31M +$2.14M 1 3.57% Increased
180
Manning & Napier Advisors
Manning & Napier Advisors
New York
$30.9M -$673K 2 0.27% Reduced
181
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$30.4M -$1.26M 3 0.27% Reduced
182
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$29.6M +$1.27M 4 0.4% Increased
183
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$29.4M -$790K 4 2% Reduced
184
Comerica Bank
Comerica Bank
Texas
$29.2M -$16.7M 5 0.22% Reduced
185
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$27.6M +$2.27M 3 0.11% Increased
186
WBC
Westpac Banking Corp
Australia
$26.9M -$12.9M 4 0.59% Reduced
187
NFA
Nationwide Fund Advisors
Ohio
$26.8M -$253K 4 0.11% Reduced
188
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$26.8M +$4.75M 4 0.32% Increased
189
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$26.5M -$13.8M 4 0.26% Reduced
190
Chilton Capital Management
Chilton Capital Management
Texas
$25.8M -$5.7M 2 2.85% Reduced
191
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$24.9M +$3.24M 1 4.76% Increased
192
ProShare Advisors
ProShare Advisors
Maryland
$24.7M -$493K 4 0.25% Reduced
193
AACA
American Assets Capital Advisers
California
$24.3M +$7.47M 2 10.09% Increased
194
TCM
Tensile Capital Management
California
$24.2M -$2.12M 1 4.88% Reduced
195
KBC Group
KBC Group
Belgium
$24M -$9.28M 5 0.23% Reduced
196
CC
Crosslink Capital
California
$23.1M -$4.4M 2 3.74% Reduced
197
Eagle Asset Management
Eagle Asset Management
Florida
$23M +$682K 3 0.14% Increased
198
Fidelity International
Fidelity International
Bermuda
$23M +$18M 2 0.07% Increased
199
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21.7M +$1.17M 4 0.1% Increased
200
Squarepoint
Squarepoint
New York
$21.6M +$17.9M 2 0.42% Increased