← 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$38M -$11.1M 5 0.68% Reduced
177
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$37.9M +$3.5M 5 0.34% Increased
178
Comerica Bank
Comerica Bank
Texas
$37.3M +$467K 6 0.26% Increased
179
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$36.9M +$9.62M 4 0.28% Increased
180
Davis Selected Advisers
Davis Selected Advisers
Arizona
$36.7M +$3.14M 4 0.16% Increased
181
AIG
American International Group
New York
$36.7M +$260K 5 0.13% Increased
182
Fisher Asset Management
Fisher Asset Management
Washington
$36.5M +$2.17M 1 0.05% Increased
183
Axa
Axa
France
$35.7M -$149K 4 0.14% Reduced
184
Welch & Forbes
Welch & Forbes
Massachusetts
$35.3M -$746K 1 0.91% Reduced
185
Miller Howard Investments
Miller Howard Investments
New York
$34.8M -$1.02M 1 0.83% Reduced
186
Nomura Asset Management
Nomura Asset Management
Japan
$34.2M -$33.7M 4 0.35% Reduced
187
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$34.1M +$11.5M 4 0.46% Increased
188
H
Hexavest
Quebec, Canada
$33.9M +$32.7M 1 0.44% New
189
Natixis Advisors
Natixis Advisors
Massachusetts
$32.8M +$395K 5 0.31% Increased
190
HCM
Hitchwood Capital Management
New York
$32.1M -$5.15M 1 1.01% Reduced
191
T
TOBAM
France
$31.8M +$11.3M 1 1.31% Increased
192
GW&K Investment Management
GW&K Investment Management
Massachusetts
$31.8M +$3.12M 1 0.52% Increased
193
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$31.7M -$1.47M 2 0.94% Reduced
194
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$31.4M -$661K 5 0.05% Reduced
195
RGREA
Ranger Global Real Estate Advisors
Colorado
$31.1M -$2.96M 2 8.04% Reduced
196
TCM
Tran Capital Management
California
$31M +$1.5M 1 4.15% Increased
197
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$30.8M -$4.92M 2 0.22% Reduced
198
WCP
Waterfront Capital Partners
New York
$30.4M +$6.98M 1 3.6% Increased
199
Lazard Asset Management
Lazard Asset Management
New York
$30.4M -$35M 2 0.05% Reduced
200
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$30.1M +$2.08M 1 3.87% Increased