← 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
ProShare Advisors
ProShare Advisors
Maryland
$26.8M +$646K 4 0.25% Increased
202
Natixis Advisors
Natixis Advisors
Massachusetts
$26.7M +$8.83M 4 0.28% Increased
203
RCM
Riverpark Capital Management
New York
$26.4M -$5.88M 1 3.43% Reduced
204
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$26.3M +$4.75M 3 0.08% Increased
205
CC
Crosslink Capital
California
$26M +$1.89M 2 4.42% Increased
206
Eagle Asset Management
Eagle Asset Management
Florida
$25.9M +$1.47M 3 0.15% Increased
207
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$25.4M -$10.9M 1 0.3% Reduced
208
Axa
Axa
France
$25.2M -$12.5M 4 0.11% Reduced
209
TCM
Tensile Capital Management
California
$25.2M $0 1 4.79% Maintained
210
AMF Tjänstepension
AMF Tjänstepension
Sweden
$24.2M +$13.3M 2 0.26% Increased
211
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$23.9M +$21.7M 1 0.97% Increased
212
Suntrust Banks
Suntrust Banks
Georgia
$23.9M +$2M 3 0.14% Increased
213
GW&K Investment Management
GW&K Investment Management
Massachusetts
$23.2M +$23.4M 1 0.39% New
214
TPSF
Texas Permanent School Fund
Texas
$23.1M +$1.96M 4 0.3% Increased
215
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$23M +$320K 4 0.19% Increased
216
Wedge Capital Management
Wedge Capital Management
North Carolina
$22.9M +$22.4M 1 0.21% New
217
HI
Honeywell International
North Carolina
$22.7M +$6.09M 4 0.8% Increased
218
LCM
LVM Capital Management
Michigan
$21.9M +$21.4M 1 5.23% New
219
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$21.8M +$2.2M 3 0.29% Increased
220
US Bancorp
US Bancorp
Minnesota
$21.6M +$2.81M 5 0.07% Increased
221
BIM
Barton Investment Management
Pennsylvania
$20.5M +$134K 1 4.86% Increased
222
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$20.5M +$4.99M 3 0.04% Increased
223
Highbridge Capital Management
Highbridge Capital Management
New York
$20.2M +$9.64M 3 0.3% Increased
224
CRM
Cramer Rosenthal McGlynn
Connecticut
$19.7M -$1.58M 1 0.32% Reduced
225
SM
Selkirk Management
New Jersey
$19.6M $0 1 10.7% Maintained