← 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
Nomura Asset Management
Nomura Asset Management
Japan
$34M +$1.47M 4 0.38% Increased
177
CI Investments Inc
CI Investments Inc
Ontario, Canada
$33.1M +$957K 2 0.21% Increased
178
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$33.1M -$720K 4 0.26% Reduced
179
Miller Howard Investments
Miller Howard Investments
New York
$32.8M -$1.35M 2 0.96% Reduced
180
AMF Tjänstepension
AMF Tjänstepension
Sweden
$32.8M +$4.47M 1 0.36% Increased
181
BM
Bridger Management
New York
$32.1M +$36.2M 1 2.67% New
182
Welch & Forbes
Welch & Forbes
Massachusetts
$31.9M -$652K 1 0.9% Reduced
183
Fisher Asset Management
Fisher Asset Management
Washington
$31.6M +$409K 1 0.04% Increased
184
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$31.3M +$747K 5 0.6% Increased
185
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$30.7M -$1.54M 2 0.79% Reduced
186
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.3M +$10.8M 2 0.22% Increased
187
EC
Eminence Capital
New York
$30M +$14.8M 1 0.58% Increased
188
Marshall Wace North America
Marshall Wace North America
New York
$29.9M -$20.5M 4 0.29% Reduced
189
OP
Oldfield Partners
United Kingdom
$29.1M +$2.73M 1 1.59% Increased
190
Comerica Bank
Comerica Bank
Texas
$29.1M -$200K 5 0.25% Reduced
191
Natixis Advisors
Natixis Advisors
Massachusetts
$28.5M -$448K 4 0.28% Reduced
192
Chicago Capital
Chicago Capital
Illinois
$27.7M -$933K 2 2.26% Reduced
193
HCM
HMI Capital Management
California
$27.4M -$57.8M 1 3.12% Reduced
194
GW&K Investment Management
GW&K Investment Management
Massachusetts
$26.8M -$1.51M 1 0.53% Reduced
195
VOYA Investment Management
VOYA Investment Management
Georgia
$26.2M -$891K 6 0.06% Reduced
196
Royal London Asset Management
Royal London Asset Management
United Kingdom
$25.7M +$18.2M 3 0.22% Increased
197
Artisan Partners
Artisan Partners
Wisconsin
$25.6M +$10.6M 1 0.06% Increased
198
Nicholas Company
Nicholas Company
Wisconsin
$24.9M +$2.22M 3 0.65% Increased
199
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$24.8M +$23.3M 2 0.22% Increased
200
Cerity Partners
Cerity Partners
New York
$24.8M +$45.4K 3 1.66% Increased