← 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	Davis Selected Advisers Tucson, Arizona	$45M	+$1.05M	2	0.22%	Increased
177	Envestnet Asset Management Chicago, Illinois	$44.2M	+$3.3M	8	0.06%	Increased
178	Cerity Partners New York	$44.2M	+$5.07M	2	2.98%	Increased
179	KBC Group Brussels, Belgium	$43.1M	+$20.7M	6	0.35%	Increased
180	TCM Tekne Capital Management New York	$42.2M	+$24M	1	10.94%	Increased
181	AIM Allen Investment Management New York	$41.5M	-$29.7M	1	1.3%	Reduced
182	Pinnacle Associates New York	$40.9M	-$847K	3	0.92%	Reduced
183	AIG American International Group New York	$40.8M	+$1.65M	5	0.16%	Increased
184	WBC Westpac Banking Corp Sydney, Australia	$40.8M	-$12.3M	4	0.67%	Reduced
185	Ninety One (UK) London, United Kingdom	$40.8M	+$881K	1	0.16%	Increased
186	Ferguson Wellman Capital Management Portland, Oregon	$40.2M	+$27.4M	1	1.37%	Increased
187	Artisan Partners Milwaukee, Wisconsin	$40.1M	+$6.43M	1	0.08%	Increased
188	BM Bridger Management New York	$39.5M	-$8.59M	1	3.12%	Reduced
189	Zurich Cantonal Bank Zurich, Switzerland	$38.7M	-$2.45M	5	0.35%	Reduced
190	Nomura Asset Management Tokyo, Japan	$38M	-$156K	4	0.37%	Reduced
191	State of Tennessee, Department of Treasury Nashville, Tennessee	$37.2M	+$11.9M	4	0.18%	Increased
192	Raymond James Financial Services Advisors St. Petersburg, Florida	$37.1M	+$13.4M	6	0.15%	Increased
193	State of Alaska Department of Revenue Juneau, Alaska	$37M	+$139K	5	0.66%	Increased
194	Nordea Investment Management Stockholm, Sweden	$36.8M	-$11.9M	5	0.08%	Reduced
195	BNP Paribas Financial Markets Paris, France	$36.5M	+$14.1M	8	0.08%	Increased
196	Avalon Investment & Advisory Houston, Texas	$34.8M	+$775K	2	0.79%	Increased
197	Welch & Forbes Boston, Massachusetts	$34.7M	-$136K	1	0.87%	Reduced
198	United Capital Financial Advisors Irving, Texas	$34.4M	-$2.23M	4	0.24%	Reduced
199	Schroder Investment Management Group London, United Kingdom	$33.1M	-$14.3M	5	0.06%	Reduced
200	Virginia Retirement Systems Richmond, Virginia	$32.4M	+$11.8M	3	0.38%	Increased