← 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
201
ING Group
ING Group
Netherlands
$16.6M -$36.3M 3 0.08% Reduced
202
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$16.6M +$1.22M 3 0.15% Increased
203
SEI Investments
SEI Investments
Pennsylvania
$16.6M -$3.89M 4 0.14% Reduced
204
SCM
SkyTop Capital Management
New Jersey
$16.5M +$2.26M 1 10.38% Increased
205
Driehaus Capital Management
Driehaus Capital Management
Illinois
$16.2M +$11.2M 2 0.56% Increased
206
Aviva
Aviva
United Kingdom
$16.1M +$3.95M 3 0.11% Increased
207
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$15.9M -$4.38M 4 0.1% Reduced
208
SM
Selkirk Management
New Jersey
$15.9M +$6.08M 1 8.83% Increased
209
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.8M -$11.3M 7 0.01% Reduced
210
CPP
Crow Point Partners
Massachusetts
$15.7M +$16.9M 2 2.15% New
211
Chevy Chase Trust
Chevy Chase Trust
Maryland
$15.6M +$10.2M 2 0.09% Increased
212
WCMNY
Westchester Capital Management (New York)
New York
$15.5M +$15.1M 1 0.24% New
213
GS
Gagnon Securities
New York
$15.4M -$2.76M 1 5.1% Reduced
214
AQR Capital Management
AQR Capital Management
Connecticut
$15.3M -$2.55M 4 0.03% Reduced
215
Fenimore Asset Management
Fenimore Asset Management
New York
$15.2M -$3.8M 1 0.78% Reduced
216
Discovery Capital Management
Discovery Capital Management
Connecticut
$15.2M -$13.6M 1 0.17% Reduced
217
Ninety One (UK)
Ninety One (UK)
United Kingdom
$15.1M +$530K 2 0.09% Increased
218
AACA
American Assets Capital Advisers
California
$14.9M +$8.45M 2 11.39% Increased
219
TGI
Tradewinds Global Investors
California
$14.4M -$707K 1 0.58% Reduced
220
Congress Asset Management
Congress Asset Management
Massachusetts
$14.1M -$16.8K 1 0.34% Reduced
221
AL
AJO LP
Pennsylvania
$14.1M +$190K 1 0.06% Increased
222
Balyasny Asset Management
Balyasny Asset Management
Illinois
$14.1M -$7.8M 1 0.11% Reduced
223
Credit Agricole
Credit Agricole
France
$14M -$22.4M 5 0.06% Reduced
224
ACM
Adelante Capital Management
California
$13.9M +$13.5M 1 0.64% New
225
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$13.7M +$217K 1 0.6% Increased