← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$38M +$7.44M 3 0.12% Increased
202
ZP
Zimmer Partners
New York
$37.1M -$24.9M 2 0.51% Reduced
203
Country Trust Bank
Country Trust Bank
Illinois
$37M +$2.27M 2 1.46% Increased
204
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$36.3M -$1.6M 3 0.39% Reduced
205
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$36.1M +$10.9M 6 0.01% Increased
206
GW&K Investment Management
GW&K Investment Management
Massachusetts
$36.1M -$125K 1 0.48% Reduced
207
TCM
Tran Capital Management
California
$35.9M -$2.58M 1 4.15% Reduced
208
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$35.8M -$5.28M 6 0.06% Reduced
209
Discovery Capital Management
Discovery Capital Management
Connecticut
$35M +$27.3M 1 11.13% Increased
210
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$34.7M +$33.7M 1 0.27% Increased
211
PS
Presima Securities
Quebec, Canada
$34.5M -$6.76M 1 5.74% Reduced
212
Ninety One (UK)
Ninety One (UK)
United Kingdom
$34.2M -$2.78M 1 0.11% Reduced
213
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$33.9M +$173K 5 0.28% Increased
214
ProShare Advisors
ProShare Advisors
Maryland
$33.4M +$3.37M 4 0.15% Increased
215
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$33.2M +$4.94M 1 0.41% Increased
216
HCM
Hahn Capital Management
California
$33M -$690K 1 4.26% Reduced
217
Royal London Asset Management
Royal London Asset Management
United Kingdom
$33M +$569K 3 0.23% Increased
218
SM
Senvest Management
New York
$32.7M +$79.9K 1 2.22% Increased
219
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$32.4M +$215K 2 0.62% Increased
220
TAMH
Taikang Asset Management (HK)
Hong Kong
$32.3M -$636K 3 8.1% Reduced
221
William Blair & Company
William Blair & Company
Illinois
$31.8M +$1.75M 4 0.16% Increased
222
OCM
Osterweis Capital Management
California
$31.2M +$3.93M 1 2.16% Increased
223
WI
Wafra Inc
New York
$31.2M +$13.1M 1 1.91% Increased
224
Welch & Forbes
Welch & Forbes
Massachusetts
$30.9M +$779K 1 0.69% Increased
225
Swiss Life Asset Management
Swiss Life Asset Management
$30.6M -$17.9M 3 0.58% Reduced