← 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
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$50.9M -$1.86M 4 0.77% Reduced
202
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$49.7M -$2.89M 5 0.41% Reduced
203
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$48.5M -$10.6M 2 0.69% Reduced
204
Artemis Investment Management
Artemis Investment Management
United Kingdom
$46.9M +$20.7M 2 0.63% Increased
205
Davis Selected Advisers
Davis Selected Advisers
Arizona
$46.5M -$4.8M 3 0.27% Reduced
206
GW&K Investment Management
GW&K Investment Management
Massachusetts
$46.5M +$168K 1 0.65% Increased
207
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$46.1M -$12.2M 2 1.06% Reduced
208
MSL
Mackay Shields LLC
New York
$45.9M +$4.57M 5 0.37% Increased
209
Natixis Advisors
Natixis Advisors
Massachusetts
$45M -$5.75M 5 0.3% Reduced
210
Storebrand Asset Management
Storebrand Asset Management
Norway
$44.2M +$3.52M 5 0.37% Increased
211
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$44M +$3.62M 5 0.71% Increased
212
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$43.7M -$27.8M 3 0.45% Reduced
213
Swiss Life Asset Management
Swiss Life Asset Management
$43.4M +$1.57M 3 0.7% Increased
214
Baird Financial Group
Baird Financial Group
Wisconsin
$43.2M +$4.54M 5 0.16% Increased
215
William Blair & Company
William Blair & Company
Illinois
$40.4M -$292K 4 0.19% Reduced
216
Royal London Asset Management
Royal London Asset Management
United Kingdom
$40.2M -$783K 3 0.28% Reduced
217
Chilton Capital Management
Chilton Capital Management
Texas
$40M -$3.51M 2 3.42% Reduced
218
OP
Oldfield Partners
United Kingdom
$39.1M -$1.25M 1 4.54% Reduced
219
Jane Street
Jane Street
New York
$39M +$11.2M 7 0.03% Increased
220
BM
Bridger Management
New York
$36.6M $0 1 3.39% Maintained
221
Natixis
Natixis
France
$36.6M -$59.1M 3 0.28% Reduced
222
Putnam Investments
Putnam Investments
Massachusetts
$36.6M -$11.2M 3 0.08% Reduced
223
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$36.1M +$972K 2 3.06% Increased
224
Comerica Bank
Comerica Bank
Texas
$35.8M +$1.47M 6 0.28% Increased
225
PS
Presima Securities
Quebec, Canada
$35.7M +$7.95M 1 6.73% Increased