← 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
AIG
American International Group
New York
$39.4M +$1.65M 5 0.13% Increased
177
Davis Selected Advisers
Davis Selected Advisers
Arizona
$39M +$1.93M 3 0.17% Increased
178
CBOA
Commonwealth Bank of Australia
Australia
$37.7M -$20.3M 3 0.36% Reduced
179
Cerity Partners
Cerity Partners
New York
$37.4M +$127K 3 2.59% Increased
180
Fisher Asset Management
Fisher Asset Management
Washington
$37.4M -$2.28M 1 0.05% Reduced
181
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$37.2M -$802K 5 0.32% Reduced
182
H
Hexavest
Quebec, Canada
$36.7M +$3.44M 1 0.47% Increased
183
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$36.6M -$557K 4 0.26% Reduced
184
Miller Howard Investments
Miller Howard Investments
New York
$36M +$905K 2 0.87% Increased
185
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$36M +$1.54M 4 0.48% Increased
186
Nomura Asset Management
Nomura Asset Management
Japan
$35.8M +$1.3M 4 0.35% Increased
187
AMF Tjänstepension
AMF Tjänstepension
Sweden
$35.3M -$3.37M 1 0.32% Reduced
188
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$35M -$3.39M 5 0.59% Reduced
189
Welch & Forbes
Welch & Forbes
Massachusetts
$34.6M -$205K 1 0.83% Reduced
190
Junto Capital Management
Junto Capital Management
New York
$34.5M +$34.8M 1 1.98% New
191
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$34.1M +$2.57M 2 0.96% Increased
192
GW&K Investment Management
GW&K Investment Management
Massachusetts
$33.8M -$713K 1 0.54% Reduced
193
Natixis Advisors
Natixis Advisors
Massachusetts
$32.9M -$385K 5 0.29% Reduced
194
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$31.5M +$1.14M 1 3.39% Increased
195
Comerica Bank
Comerica Bank
Texas
$31.4M -$4.52M 5 0.25% Reduced
196
VOYA Investment Management
VOYA Investment Management
Georgia
$30.7M -$29.6M 6 0.06% Reduced
197
TCM
Tran Capital Management
California
$30.7M -$492K 1 3.8% Reduced
198
Chicago Capital
Chicago Capital
Illinois
$30.6M +$3.22M 2 2.12% Increased
199
ZP
Zimmer Partners
New York
$29.9M -$125M 3 0.4% Reduced
200
KBC Group
KBC Group
Belgium
$29.8M +$9.23M 6 0.23% Increased