← 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
Eagle Asset Management
Eagle Asset Management
Florida
$49.3M +$49M 2 0.29% Increased
177
AACA
American Assets Capital Advisers
California
$49.3M +$7.16M 3 13.92% Increased
178
Welch & Forbes
Welch & Forbes
Massachusetts
$48.7M -$6.91K 2 0.81% Reduced
179
1832 Asset Management
1832 Asset Management
Ontario, Canada
$48.2M +$24.6M 2 0.07% Increased
180
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$47M -$23M 4 0.13% Reduced
181
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$46M -$1.49M 4 0.08% Reduced
182
Vontobel Holding
Vontobel Holding
Switzerland
$45M +$3.51M 2 0.42% Increased
183
Carlyle Group
Carlyle Group
District of Columbia
$44.6M $0 1 1.93% Maintained
184
Balyasny Asset Management
Balyasny Asset Management
Illinois
$44.5M +$37.8M 4 0.09% Increased
185
TAM
Thematics Asset Management
France
$44.4M -$4.33M 2 2.19% Reduced
186
KBC Group
KBC Group
Belgium
$43.9M -$3.14M 5 0.18% Reduced
187
Royal London Asset Management
Royal London Asset Management
United Kingdom
$43.8M +$4.51M 3 0.14% Increased
188
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$43.3M +$7.71M 3 0.09% Increased
189
William Blair & Company
William Blair & Company
Illinois
$42.8M +$221K 3 0.16% Increased
190
MFWM
Motley Fool Wealth Management
Virginia
$42.4M -$335K 1 2.45% Reduced
191
Creative Planning
Creative Planning
Kansas
$42.2M +$30.2M 7 0.06% Increased
192
Marshall Wace
Marshall Wace
United Kingdom
$41.9M +$18.7M 4 0.09% Increased
193
DZ Bank
DZ Bank
Germany
$41.7M -$19.1M 3 0.06% Reduced
194
M&T Bank
M&T Bank
New York
$38.9M -$895K 3 0.16% Reduced
195
Chilton Capital Management
Chilton Capital Management
Texas
$38.8M -$5.3M 3 2.18% Reduced
196
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$38.2M -$9.12M 5 0.3% Reduced
197
Junto Capital Management
Junto Capital Management
New York
$37.7M +$40.2M 1 0.89% New
198
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$37.1M +$1.1M 4 0.21% Increased
199
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$37.1M +$1.81M 2 0.69% Increased
200
PS
Presima Securities
Quebec, Canada
$36.7M +$2.63M 2 9.53% Increased