← 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
Marshall Wace North America
Marshall Wace North America
New York
$27.5M +$17.4M 4 0.14% Increased
202
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$27.2M +$3.49M 1 3.59% Increased
203
Voloridge Investment Management
Voloridge Investment Management
Florida
$27.1M +$27.5M 3 0.64% New
204
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$27M +$21.5M 3 0.14% Increased
205
Point72 Asset Management
Point72 Asset Management
Connecticut
$27M +$10.7M 4 0.11% Increased
206
William Blair & Company
William Blair & Company
Illinois
$26.9M -$8.72M 4 0.19% Reduced
207
Stockbridge Partners
Stockbridge Partners
Massachusetts
$26.6M +$26.8M 1 1.15% New
208
US Bancorp
US Bancorp
Minnesota
$26.4M +$6.21M 6 0.08% Increased
209
HCM
Hitchwood Capital Management
New York
$26.1M +$24.9M 1 1.27% New
210
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$25.5M -$2.86M 3 0.05% Reduced
211
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.4M -$3.02M 4 0.19% Reduced
212
RCM
Riverpark Capital Management
New York
$25.4M +$4.4M 1 3.95% Increased
213
GW&K Investment Management
GW&K Investment Management
Massachusetts
$24.9M -$495K 1 0.42% Reduced
214
M&T Bank
M&T Bank
New York
$24.7M -$1.2M 5 0.13% Reduced
215
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$24.2M +$9.29M 5 0.04% Increased
216
Nicholas Company
Nicholas Company
Wisconsin
$23.9M +$8.44M 3 0.54% Increased
217
HI
Honeywell International
North Carolina
$23.8M +$3.39M 4 1.39% Increased
218
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$23.4M -$3.03M 7 0.04% Reduced
219
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$22.7M -$1.99M 3 0.2% Reduced
220
WCP
Waterfront Capital Partners
New York
$22.4M -$1.5M 1 2.68% Reduced
221
MetLife Investment Management
MetLife Investment Management
New Jersey
$22.3M -$298K 4 0.26% Reduced
222
D.E. Shaw & Co
D.E. Shaw & Co
New York
$22.2M -$17.7M 5 0.03% Reduced
223
Westfield Capital Management
Westfield Capital Management
Massachusetts
$22.1M -$94.6M 1 0.17% Reduced
224
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$22M +$9.54M 4 0.33% Increased
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$21.7M -$5.5M 4 0.11% Reduced