← 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
MFWM
Motley Fool Wealth Management
Virginia
$46.1M -$493K 1 2.72% Reduced
177
Vontobel Holding
Vontobel Holding
Switzerland
$45M +$2.47M 2 0.39% Increased
178
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$44.9M +$27.3M 7 0.39% Increased
179
Carlyle Group
Carlyle Group
District of Columbia
$44.8M $0 1 1.59% Maintained
180
Natixis
Natixis
France
$44.7M +$1.41M 5 0.36% Increased
181
Chilton Capital Management
Chilton Capital Management
Texas
$44.1M +$1.1M 3 2.42% Increased
182
Panagora Asset Management
Panagora Asset Management
Massachusetts
$43.1M +$37.1M 3 0.25% Increased
183
William Blair & Company
William Blair & Company
Illinois
$43.1M -$2.92M 3 0.16% Reduced
184
AACA
American Assets Capital Advisers
California
$43M +$7.8M 3 10.85% Increased
185
AMF Tjänstepension
AMF Tjänstepension
Sweden
$41.8M +$9.81M 2 0.38% Increased
186
Sarasin & Partners
Sarasin & Partners
United Kingdom
$40.5M -$137M 1 0.47% Reduced
187
M&T Bank
M&T Bank
New York
$40.3M +$10.2M 3 0.15% Increased
188
Royal London Asset Management
Royal London Asset Management
United Kingdom
$40.2M +$981K 3 0.13% Increased
189
Homestead Advisers
Homestead Advisers
Virginia
$40.1M +$15.1M 1 1.06% Increased
190
Nordea Investment Management
Nordea Investment Management
Sweden
$38.8M +$19.9M 3 0.05% Increased
191
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$37.9M +$32.9M 1 1.48% New
192
Brookstone Capital Management
Brookstone Capital Management
Illinois
$37.8M +$552K 2 0.76% Increased
193
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$37.4M +$12.4M 3 0.08% Increased
194
MYAM
Meiji Yasuda Asset Management
Japan
$37.1M +$331K 3 1.86% Increased
195
Jane Street
Jane Street
New York
$37M -$11.8M 9 0.01% Reduced
196
PGH
Partners Group Holding
Switzerland
$36.8M -$8.55M 1 3.06% Reduced
197
Boston Financial Management
Boston Financial Management
Massachusetts
$36.8M -$1.82M 2 1.33% Reduced
198
INTECH Investment Management
INTECH Investment Management
Florida
$36.2M -$26.7M 3 0.37% Reduced
199
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$36.1M +$9.61M 4 0.19% Increased
200
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$36M +$247K 2 0.65% Increased