← 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
TAM
Thematics Asset Management
France
$55.9M +$3.3M 2 2.32% Increased
177
Voloridge Investment Management
Voloridge Investment Management
Florida
$55.1M +$4.74M 1 0.2% Increased
178
US Bancorp
US Bancorp
Minnesota
$54.3M -$2.46M 6 0.08% Reduced
179
Victory Capital Management
Victory Capital Management
Texas
$53.9M -$14.3M 3 0.05% Reduced
180
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$53.9M +$18.5M 2 0.86% Increased
181
National Bank of Canada
National Bank of Canada
Quebec, Canada
$53.9M -$8.76M 4 0.08% Reduced
182
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$53.1M -$481K 3 0.36% Reduced
183
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$52.9M +$92.2K 4 0.08% Increased
184
William Blair & Company
William Blair & Company
Illinois
$52.6M +$940K 3 0.17% Increased
185
Royal London Asset Management
Royal London Asset Management
United Kingdom
$52.3M -$1.68M 3 0.13% Reduced
186
Truist Financial
Truist Financial
North Carolina
$51.7M +$5.21M 3 0.08% Increased
187
Degroof Petercam Asset Management
Degroof Petercam Asset Management
Belgium
$49.9M -$6.64M 3 0.6% Reduced
188
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$48.9M -$4.82M 6 0.01% Reduced
189
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$47.5M +$3.74M 3 0.59% Increased
190
Squarepoint
Squarepoint
New York
$47.4M -$18.9M 6 0.08% Reduced
191
AQR Capital Management
AQR Capital Management
Connecticut
$47M +$6.03M 3 0.08% Increased
192
AACA
American Assets Capital Advisers
California
$46.8M +$4.45M 3 13.33% Increased
193
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.2M +$40.4M 2 0.11% Increased
194
AHC
Adell Harriman & Carpenter
Texas
$46.1M +$960K 3 3.8% Increased
195
MFWM
Motley Fool Wealth Management
Virginia
$44.8M -$976K 1 2.31% Reduced
196
Chilton Capital Management
Chilton Capital Management
Texas
$44.4M -$832K 3 2.1% Reduced
197
KBC Group
KBC Group
Belgium
$43.9M -$11.2M 4 0.14% Reduced
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$43.8M +$26.4M 3 0.15% Increased
199
HighTower Advisors
HighTower Advisors
Illinois
$43.6M +$6.73M 4 0.07% Increased
200
VAM
Vert Asset Management
California
$43.3M +$399K 3 18.2% Increased