← 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
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$29.3M -$1.89M 3 0.06% Reduced
202
Voloridge Investment Management
Voloridge Investment Management
Florida
$27.4M +$17.7M 1 0.6% Increased
203
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$27.3M +$3.62M 4 0.13% Increased
204
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$26.9M -$12.9M 4 0.21% Reduced
205
Nicholas Company
Nicholas Company
Wisconsin
$26.7M -$2.47M 3 0.58% Reduced
206
Tiger Global Management
Tiger Global Management
New York
$26.7M -$43.1M 1 0.13% Reduced
207
TPG Group Holdings (SBS) Advisors
TPG Group Holdings (SBS) Advisors
Texas
$26.1M $0 1 0.33% Maintained
208
South Texas Money Management
South Texas Money Management
Texas
$26M +$796K 1 1.1% Increased
209
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.5M -$26.6M 3 0.12% Reduced
210
CRM
Cramer Rosenthal McGlynn
Connecticut
$25.5M -$278K 1 0.49% Reduced
211
Driehaus Capital Management
Driehaus Capital Management
Illinois
$25.4M -$46.2M 4 0.78% Reduced
212
ProShare Advisors
ProShare Advisors
Maryland
$25.2M -$5.11M 4 0.17% Reduced
213
OCM
Osterweis Capital Management
California
$24.1M -$815K 1 1.54% Reduced
214
TCM
Tekne Capital Management
New York
$24M +$24.6M 1 6.22% New
215
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$23.8M +$1.84M 4 0.28% Increased
216
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$23.7M -$63.4K 3 0.2% Reduced
217
MetLife Investment Management
MetLife Investment Management
New Jersey
$23.7M -$67.4K 5 0.24% Reduced
218
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$23.6M -$377K 5 0.11% Reduced
219
Rafferty Asset Management
Rafferty Asset Management
New York
$23.5M +$1.36M 4 0.36% Increased
220
Prudential plc
Prudential plc
United Kingdom
$23.4M +$266K 1 0.08% Increased
221
William Blair & Company
William Blair & Company
Illinois
$22.9M +$1.54M 4 0.14% Increased
222
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$22.8M -$7.11M 1 0.32% Reduced
223
AC
Ascend Capital
California
$22.8M +$9.89M 2 1.14% Increased
224
Suntrust Banks
Suntrust Banks
Georgia
$22.7M -$266K 4 0.12% Reduced
225
OP
Oldfield Partners
United Kingdom
$22.5M +$2.03M 1 2.31% Increased