← 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
TIAM
TT International Asset Management
United Kingdom
$51.9M -$15.4M 1 5.86% Reduced
177
MAM
Melqart Asset Management
United Kingdom
$51.8M +$33.7M 1 3.96% Increased
178
Candriam SCA
Candriam SCA
Luxembourg
$51.6M +$9.08M 4 0.36% Increased
179
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$50.4M +$5.3M 1 2.8% Increased
180
SCH
Sylebra Capital (HK)
Hong Kong
$50.3M -$7.53M 1 2.49% Reduced
181
Mariner
Mariner
Kansas
$49.6M +$15.3M 5 0.2% Increased
182
Davenport & Co
Davenport & Co
Virginia
$48.4M -$396K 3 0.42% Reduced
183
CA
Capitolis Advisors
New York
$45.8M $0 1 3.26% Maintained
184
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$45.4M +$47.7M 2 0.43% Increased
185
SIC
Schwartz Investment Counsel
Michigan
$45.3M $0 1 2.33% Maintained
186
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$44.7M -$6.2M 4 0.1% Reduced
187
NSLI
Nan Shan Life Insurance
Taiwan
$44.7M -$37.1M 2 1.09% Reduced
188
WBC
Westpac Banking Corp
Australia
$44.6M -$22M 3 0.68% Reduced
189
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$43.9M -$2.12M 3 0.37% Reduced
190
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$43.5M +$920K 1 1.99% Increased
191
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$43.2M +$309K 4 0.29% Increased
192
WIC
Water Island Capital
New York
$43.1M +$9.59M 1 2.44% Increased
193
William Blair & Company
William Blair & Company
Illinois
$42.8M +$3.15M 4 0.2% Increased
194
KBC Group
KBC Group
Belgium
$42.3M -$12.7M 5 0.22% Reduced
195
BHMP
Bardin Hill Management Partners
New York
$42M +$9.55M 1 9.68% Increased
196
CC
Cederberg Capital
United Kingdom
$41.8M -$9.92M 1 16.26% Reduced
197
WCP
Waterfront Capital Partners
New York
$41.5M -$928K 1 3.1% Reduced
198
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$41.2M +$1.83M 5 0.1% Increased
199
Quadrature Capital
Quadrature Capital
United Kingdom
$40.7M +$31M 2 1.32% Increased
200
CIBC World Markets
CIBC World Markets
New York
$39.5M -$13.3M 3 0.55% Reduced