← 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
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$34.2M -$26.6M 2 0.25% Reduced
177
AIG
American International Group
New York
$34M +$401K 5 0.12% Increased
178
Arizona State Retirement System
Arizona State Retirement System
Arizona
$33.9M +$1.99M 4 0.34% Increased
179
Miller Howard Investments
Miller Howard Investments
New York
$33.9M -$36.9M 1 0.8% Reduced
180
Welch & Forbes
Welch & Forbes
Massachusetts
$33.9M -$317K 1 0.87% Reduced
181
Balyasny Asset Management
Balyasny Asset Management
Illinois
$33.8M -$69.6M 4 0.14% Reduced
182
Comerica Bank
Comerica Bank
Texas
$33.5M +$2.09M 5 0.24% Increased
183
Renaissance Technologies
Renaissance Technologies
New York
$32.9M -$103M 4 0.04% Reduced
184
Axa
Axa
France
$32.8M +$393K 4 0.13% Increased
185
Manning & Napier Group
Manning & Napier Group
New York
$32.4M +$3.74M 2 0.32% Increased
186
CC
Crosslink Capital
California
$32.4M +$436K 2 6.5% Increased
187
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$32.3M +$6.02M 4 0.29% Increased
188
Davis Selected Advisers
Davis Selected Advisers
Arizona
$32M +$24.5M 3 0.14% Increased
189
Natixis Advisors
Natixis Advisors
Massachusetts
$31.9M +$2.64M 5 0.31% Increased
190
RGREA
Ranger Global Real Estate Advisors
Colorado
$31.7M +$2.31M 2 10.33% Increased
191
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$31.3M +$1.53M 2 0.97% Increased
192
Fisher Asset Management
Fisher Asset Management
Washington
$30M +$39.6K 1 0.04% Increased
193
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$29.9M -$416K 1 0.37% Reduced
194
ProShare Advisors
ProShare Advisors
Maryland
$29.5M +$1.45M 4 0.19% Increased
195
Cerity Partners
Cerity Partners
New York
$28.9M +$47.8K 2 2.21% Increased
196
TCM
Tran Capital Management
California
$28.6M +$11.2M 1 3.71% Increased
197
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$28.5M +$28.7M 2 0.17% New
198
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.8M +$397K 3 0.07% Increased
199
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$27.7M +$9.53M 1 0.46% Increased
200
Sentry Investments
Sentry Investments
Ontario, Canada
$27.5M -$1.37M 1 0.41% Reduced