← 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
Abeille Asset Management
Abeille Asset Management
France
$42.5M -$338K 2 1.5% Reduced
177
KBC Group
KBC Group
Belgium
$42.3M -$5.25M 5 0.21% Reduced
178
TAM
Thematics Asset Management
France
$42.3M +$41.1M 2 2.56% New
179
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$41.8M +$32.6M 11 0.01% Increased
180
NIG
NFJ Investment Group
Texas
$41.7M +$12.3M 2 1.09% Increased
181
National Bank of Canada
National Bank of Canada
Quebec, Canada
$41.7M +$7.36M 5 0.11% Increased
182
TCM
Tekne Capital Management
New York
$41.6M +$12.6M 1 14% Increased
183
Welch & Forbes
Welch & Forbes
Massachusetts
$40.8M +$860K 2 0.73% Increased
184
MFWM
Motley Fool Wealth Management
Virginia
$40.4M -$113K 1 2.81% Reduced
185
Starboard Value
Starboard Value
New York
$39.9M $0 1 0.76% Maintained
186
William Blair & Company
William Blair & Company
Illinois
$39.5M -$7.61M 3 0.17% Reduced
187
Bridgewater Associates
Bridgewater Associates
Connecticut
$39.3M +$10.9M 6 0.21% Increased
188
Lazard Asset Management
Lazard Asset Management
New York
$38.7M +$28M 4 0.05% Increased
189
DP
Dearborn Partners
Illinois
$38.5M -$1.17M 2 1.55% Reduced
190
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$37.2M -$6.91M 1 1.52% Reduced
191
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$35.8M -$839K 2 2.7% Reduced
192
Renaissance Technologies
Renaissance Technologies
New York
$35.6M -$156M 6 0.05% Reduced
193
Vontobel Holding
Vontobel Holding
Switzerland
$33.7M +$29.5M 2 0.34% Increased
194
SLC
Snow Lake Capital
Hong Kong
$33.5M +$2.8M 1 16.39% Increased
195
Boston Financial Management
Boston Financial Management
Massachusetts
$33.5M -$1.19M 2 1.34% Reduced
196
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$33.2M +$8.33M 3 0.24% Increased
197
AACA
American Assets Capital Advisers
California
$31.9M -$35.2M 2 7.72% Reduced
198
Marshall Wace
Marshall Wace
United Kingdom
$31.7M -$1.23M 4 0.07% Reduced
199
AQR Capital Management
AQR Capital Management
Connecticut
$31.4M -$5.08M 4 0.07% Reduced
200
MYAM
Meiji Yasuda Asset Management
Japan
$31.4M -$156K 3 1.5% Reduced