← 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$36.8M +$9.64M 5 0.6% Increased
202
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$36.7M +$1.17M 3 0.07% Increased
203
AMF Tjänstepension
AMF Tjänstepension
Sweden
$36.1M -$14.9M 1 0.37% Reduced
204
OP
Oldfield Partners
United Kingdom
$35.1M +$1.06M 1 3.29% Increased
205
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34.8M -$2.11M 4 0.24% Reduced
206
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$34.4M +$6.44M 1 0.46% Increased
207
SM
Senvest Management
New York
$34.4M $0 1 2.97% Maintained
208
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$34.4M -$19.2M 5 0.31% Reduced
209
Country Trust Bank
Country Trust Bank
Illinois
$34.2M -$32.2K 1 1.48% Reduced
210
Resolution Capital
Resolution Capital
Australia
$33.9M +$8.69M 1 0.97% Increased
211
HCM
Hahn Capital Management
California
$33.4M -$311K 1 4.44% Reduced
212
Royal London Asset Management
Royal London Asset Management
United Kingdom
$33.3M +$132K 3 0.25% Increased
213
TP
Toronado Partners
California
$32M +$8.82M 1 10.96% Increased
214
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$31.9M +$19.9M 2 0.62% Increased
215
Baird Financial Group
Baird Financial Group
Wisconsin
$31.6M +$8.81M 5 0.12% Increased
216
MAM
Melqart Asset Management
United Kingdom
$31.5M +$26.6M 1 2.86% New
217
William Blair & Company
William Blair & Company
Illinois
$31.3M +$1.57M 4 0.18% Increased
218
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$31.1M +$20.6M 2 0.39% Increased
219
ProShare Advisors
ProShare Advisors
Maryland
$31M -$177K 4 0.17% Reduced
220
Welch & Forbes
Welch & Forbes
Massachusetts
$30.7M -$1.92K 1 0.73% Reduced
221
Suntrust Banks
Suntrust Banks
Georgia
$30.4M +$302K 3 0.16% Increased
222
Chicago Capital
Chicago Capital
Illinois
$30.3M +$7.44K 2 2.03% Increased
223
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$30M +$18.4M 3 0.11% Increased
224
OCM
Osterweis Capital Management
California
$29.7M -$408K 1 2.16% Reduced
225
Nicholas Company
Nicholas Company
Wisconsin
$29.6M -$843K 3 0.67% Reduced