← 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
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$20.6M +$2.16M 4 2.14% Increased
202
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$20.6M +$1.11M 4 0.16% Increased
203
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.5M +$1.03M 5 0.09% Increased
204
Wasatch Advisors
Wasatch Advisors
Utah
$20.4M -$17.9M 1 0.31% Reduced
205
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.9M -$3.25M 4 0.08% Reduced
206
Nomura Asset Management
Nomura Asset Management
Japan
$19.7M +$4.17M 4 0.38% Increased
207
WBC
Westpac Banking Corp
Australia
$19.5M +$1.73M 4 0.21% Increased
208
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$19.5M +$250K 1 5.67% Increased
209
BREA
Barings Real Estate Advisers
Connecticut
$19.3M +$6.4M 3 9.38% Increased
210
SM
Selkirk Management
New Jersey
$19M -$3.38M 1 11.88% Reduced
211
SCM
SkyTop Capital Management
New Jersey
$18.8M -$64.3K 2 16.24% Reduced
212
BIM
Barton Investment Management
Pennsylvania
$18.5M +$3.66M 1 5.08% Increased
213
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$18.4M +$282K 1 0.8% Increased
214
Two Sigma Advisers
Two Sigma Advisers
New York
$17.9M -$32.5M 3 0.1% Reduced
215
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.9M +$5.09M 3 0.05% Increased
216
1832 Asset Management
1832 Asset Management
Ontario, Canada
$17.8M +$9.82M 1 0.04% New
217
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$17.7M +$8.69M 3 0.15% Increased
218
Fenimore Asset Management
Fenimore Asset Management
New York
$17.4M -$2.08M 1 0.88% Reduced
219
AP
Archon Partners
New Jersey
$17.2M $0 1 4.74% Maintained
220
AWCI
Alpine Woods Capital Investors
New York
$17M -$17K 2 0.99% Reduced
221
ProShare Advisors
ProShare Advisors
Maryland
$16.8M -$3.07M 4 0.23% Reduced
222
DIA
Denver Investment Advisors
Colorado
$16.7M +$45K 1 0.74% Increased
223
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$16.5M -$1.29M 1 0.13% Reduced
224
CC
Colrain Capital
Massachusetts
$16.4M -$17.5M 1 2.85% Reduced
225
HighTower Advisors
HighTower Advisors
Illinois
$16.3M +$2.72M 3 0.05% Increased