← 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$43.2M -$26.5M 3 0.22% Reduced
177
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$43.1M +$4.46M 5 0.72% Increased
178
AIM
Allen Investment Management
New York
$42.5M -$3.53M 1 1.21% Reduced
179
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$42.2M +$2.19M 6 0.16% Increased
180
AIG
American International Group
New York
$41.2M -$1.7M 6 0.16% Reduced
181
Pinnacle Associates
Pinnacle Associates
New York
$40.9M -$3.73M 3 0.96% Reduced
182
Chilton Capital Management
Chilton Capital Management
Texas
$40.5M -$18.9M 2 3.47% Reduced
183
Squarepoint
Squarepoint
New York
$40M +$26.2M 4 0.39% Increased
184
WBC
Westpac Banking Corp
Australia
$39.7M -$4.54M 4 0.61% Reduced
185
Natixis
Natixis
France
$39.6M +$20.8M 2 0.3% Increased
186
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$39.6M -$193K 1 1.31% Reduced
187
Nomura Asset Management
Nomura Asset Management
Japan
$38.1M +$183K 4 0.38% Increased
188
Ninety One (UK)
Ninety One (UK)
United Kingdom
$37.6M -$2.82M 1 0.14% Reduced
189
Sands Capital Management
Sands Capital Management
Virginia
$35.5M +$21.9M 1 0.11% Increased
190
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$34.7M +$878K 3 0.4% Increased
191
VOYA Investment Management
VOYA Investment Management
Georgia
$34.1M +$1.87M 6 0.07% Increased
192
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$33.8M +$714K 4 0.22% Increased
193
TCM
Tran Capital Management
California
$33.7M -$874K 1 4.2% Reduced
194
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$33.2M -$320K 3 0.69% Reduced
195
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$33.1M -$18.9M 3 0.27% Reduced
196
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$32.8M -$5.59M 6 0.28% Reduced
197
OP
Oldfield Partners
United Kingdom
$32.3M +$3.73M 1 3.09% Increased
198
GW&K Investment Management
GW&K Investment Management
Massachusetts
$31.9M -$649K 1 0.48% Reduced
199
Fisher Asset Management
Fisher Asset Management
Washington
$31.7M +$254K 1 0.04% Increased
200
South Texas Money Management
South Texas Money Management
Texas
$30.9M +$4.8M 1 1.32% Increased