← 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
Chicago Capital
Chicago Capital
Illinois
$32.3M +$1.79M 2 2.2% Increased
202
Driehaus Capital Management
Driehaus Capital Management
Illinois
$32M +$6.65M 5 1.2% Increased
203
TCM
Tran Capital Management
California
$31.1M +$5.73M 1 5.28% Increased
204
VOYA Investment Management
VOYA Investment Management
Georgia
$31.1M +$174K 6 0.07% Increased
205
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$30.6M +$6.82M 3 0.65% Increased
206
Natixis Advisors
Natixis Advisors
Massachusetts
$30.2M -$1.29M 4 0.26% Reduced
207
HCM
Hahn Capital Management
California
$30.1M +$301K 1 3.73% Increased
208
Royal London Asset Management
Royal London Asset Management
United Kingdom
$29.9M -$739K 3 0.24% Reduced
209
Balyasny Asset Management
Balyasny Asset Management
Illinois
$29.6M -$5.49M 3 0.2% Reduced
210
GW&K Investment Management
GW&K Investment Management
Massachusetts
$29.5M +$2.96M 1 0.48% Increased
211
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$28.9M +$16.1M 4 0.48% Increased
212
Fisher Asset Management
Fisher Asset Management
Washington
$28.5M -$2.77M 1 0.03% Reduced
213
OP
Oldfield Partners
United Kingdom
$27.7M -$75.8K 1 2.81% Reduced
214
ProShare Advisors
ProShare Advisors
Maryland
$27.6M +$901K 4 0.17% Increased
215
Country Trust Bank
Country Trust Bank
Illinois
$26.9M +$24.2M 1 1.2% New
216
Suntrust Banks
Suntrust Banks
Georgia
$26.5M +$1.02M 3 0.14% Increased
217
Comerica Bank
Comerica Bank
Texas
$26.3M -$6.19M 6 0.21% Reduced
218
William Blair & Company
William Blair & Company
Illinois
$26.2M +$2.32M 4 0.16% Increased
219
Tiger Global Management
Tiger Global Management
New York
$25.5M $0 1 0.14% Maintained
220
Nicholas Company
Nicholas Company
Wisconsin
$25.3M -$1.64M 3 0.6% Reduced
221
PR
Payden & Rygel
California
$25.2M -$1.04M 1 1.84% Reduced
222
Fenimore Asset Management
Fenimore Asset Management
New York
$25M +$1.64M 1 0.91% Increased
223
OCM
Osterweis Capital Management
California
$24.3M -$13.9K 1 1.52% Reduced
224
WCP
Waterfront Capital Partners
New York
$24.2M +$7.92M 1 3.52% Increased
225
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$24M +$243K 3 0.05% Increased