← 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	PS Presima Securities Montreal, Quebec, Canada	$44.5M	-$3.71M	1	7.3%	Reduced
177	GW&K Investment Management Boston, Massachusetts	$43.8M	+$82.8K	1	0.62%	Increased
178	Ferguson Wellman Capital Management Portland, Oregon	$43.6M	+$24K	1	1.39%	Increased
179	Sands Capital Management Arlington, Virginia	$43M	+$2.22M	1	0.14%	Increased
180	Two Sigma Investments New York	$42.6M	+$27.5M	4	0.14%	Increased
181	Employees Retirement System of Texas Austin, Texas	$42.2M	-$8.15M	4	0.66%	Reduced
182	Mirae Asset Global Investments Seoul, South Korea	$42.1M	+$7.1M	6	0.29%	Increased
183	Fisher Asset Management Camas, Washington	$42.1M	-$1.08M	1	0.05%	Reduced
184	Man Group London, United Kingdom	$42.1M	-$27M	3	0.16%	Reduced
185	Chilton Capital Management Houston, Texas	$41.3M	-$4.56M	1	3.41%	Reduced
186	CIBC World Markets New York	$41.2M	-$28.8M	3	0.38%	Reduced
187	Virginia Retirement Systems Richmond, Virginia	$40.6M	$0	3	0.46%	Maintained
188	VOYA Investment Management Atlanta, Georgia	$40.3M	+$1.84M	6	0.09%	Increased
189	Ninety One (UK) London, United Kingdom	$40M	-$1.32M	1	0.16%	Reduced
190	LSCM Light Street Capital Management Palo Alto, California	$39.8M	-$34.7M	1	2.86%	Reduced
191	Nisa Investment Advisors St. Louis, Missouri	$39.7M	+$8.48M	4	0.35%	Increased
192	Schroder Investment Management Group London, United Kingdom	$39.6M	-$52.3M	6	0.07%	Reduced
193	South Texas Money Management San Antonio, Texas	$39.3M	-$2.55M	1	1.66%	Reduced
194	TCM Tekne Capital Management New York	$39.3M	-$8.2M	1	11.69%	Reduced
195	South Dakota Investment Council Sioux Falls, South Dakota	$39.2M	+$391K	3	0.77%	Increased
196	Natixis Advisors Boston, Massachusetts	$39.2M	+$3.1M	4	0.31%	Increased
197	Davis Selected Advisers Tucson, Arizona	$38.5M	-$13.3M	3	0.19%	Reduced
198	TCM Tran Capital Management San Rafael, California	$38.1M	-$470K	1	4.71%	Reduced
199	Zurich Cantonal Bank Zurich, Switzerland	$38.1M	+$956K	6	0.32%	Increased
200	YCMGA York Capital Management Global Advisors New York	$37.1M	+$29.8M	2	1.72%	Increased