← 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
Welch & Forbes
Welch & Forbes
Massachusetts
$43.4M -$64.4K 2 0.73% Reduced
177
MFWM
Motley Fool Wealth Management
Virginia
$42.9M -$1.58M 1 2.68% Reduced
178
SCH
Sylebra Capital (HK)
Hong Kong
$42.6M +$171K 1 1.9% Increased
179
William Blair & Company
William Blair & Company
Illinois
$42.6M +$87.8K 3 0.17% Increased
180
Krane Funds Advisors
Krane Funds Advisors
New York
$42.5M -$4.56M 1 1.94% Reduced
181
PGH
Partners Group Holding
Switzerland
$42.3M -$6.57M 1 3.41% Reduced
182
DP
Dearborn Partners
Illinois
$42.1M +$1.02M 2 1.66% Increased
183
CIBC World Markets
CIBC World Markets
New York
$41.4M -$7.07M 3 0.68% Reduced
184
TAM
Thematics Asset Management
France
$41M -$3.57M 2 2.23% Reduced
185
CCM
Cinctive Capital Management
New York
$40.3M +$9.85M 2 1.34% Increased
186
TCM
Tekne Capital Management
New York
$40M +$2.69M 1 10.93% Increased
187
Natixis
Natixis
France
$39.7M +$11.5M 3 0.36% Increased
188
CC
Cederberg Capital
United Kingdom
$39.6M -$622K 1 13.47% Reduced
189
Vontobel Holding
Vontobel Holding
Switzerland
$39M +$1.66M 2 0.36% Increased
190
NIG
NFJ Investment Group
Texas
$38.9M -$2.18M 2 1.04% Reduced
191
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$38.6M -$898K 2 2.88% Reduced
192
Chilton Capital Management
Chilton Capital Management
Texas
$38.2M +$8.56M 3 2.2% Increased
193
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$36.4M +$4.89M 3 0.16% Increased
194
Castle Hook Partners
Castle Hook Partners
New York
$36.4M +$35.5M 1 0.82% New
195
FAS
Formuepleje A/S
Denmark
$36.3M +$2.34M 1 2.66% Increased
196
Royal London Asset Management
Royal London Asset Management
United Kingdom
$35.7M +$2.33M 3 0.14% Increased
197
Boston Financial Management
Boston Financial Management
Massachusetts
$35.6M -$1.19M 2 1.39% Reduced
198
Blackstone Inc
Blackstone Inc
New York
$33.7M $0 1 0.14% Maintained
199
MYAM
Meiji Yasuda Asset Management
Japan
$33.3M +$25.4K 3 1.73% Increased
200
Brookstone Capital Management
Brookstone Capital Management
Illinois
$33M +$3.64M 2 0.64% Increased