← 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.9M -$96.5M 6 0.05% Reduced
202
PHAM
Pacific Heights Asset Management
California
$28.5M -$5.89M 1 2.79% Reduced
203
M&T Bank
M&T Bank
New York
$28.3M -$353K 4 0.15% Reduced
204
AMF Tjänstepension
AMF Tjänstepension
Sweden
$28.3M +$4.54M 2 0.28% Increased
205
TCM
Tensile Capital Management
California
$27.8M +$2.31M 1 4.72% Increased
206
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$27.1M +$27.2M 1 0.01% New
207
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$26.7M +$388K 3 0.23% Increased
208
WCP
Waterfront Capital Partners
New York
$25.9M -$1.92M 1 3.22% Reduced
209
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$25.7M -$3.34M 1 4.14% Reduced
210
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$25.4M -$11.4M 4 0.16% Reduced
211
MetLife Investment Management
MetLife Investment Management
New Jersey
$24.9M +$25.6M 4 0.28% New
212
Cerity Partners
Cerity Partners
New York
$23.8M +$783K 2 1.6% Increased
213
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23M +$3.46M 5 0.05% Increased
214
Eagle Asset Management
Eagle Asset Management
Florida
$22.9M -$3.01M 3 0.13% Reduced
215
Suntrust Banks
Suntrust Banks
Georgia
$22.9M -$261K 3 0.13% Reduced
216
RCM
Riverpark Capital Management
New York
$22.8M -$4.08M 1 3.27% Reduced
217
TPSF
Texas Permanent School Fund
Texas
$22.5M -$450K 4 0.28% Reduced
218
HI
Honeywell International
North Carolina
$22.5M $0 4 0.74% Maintained
219
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$22.4M -$460K 4 0.18% Reduced
220
US Bancorp
US Bancorp
Minnesota
$22.1M +$1.01M 5 0.07% Increased
221
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$21.6M +$92.5K 3 0.27% Increased
222
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$21.5M +$2.89M 4 0.14% Increased
223
Rockefeller Financial Services
Rockefeller Financial Services
New York
$20.8M +$3.06M 2 0.33% Increased
224
BIM
Barton Investment Management
Pennsylvania
$20.7M -$127K 1 4.54% Reduced
225
Driehaus Capital Management
Driehaus Capital Management
Illinois
$20.2M +$13.5M 4 0.77% Increased