← 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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$52.5M +$2.82M 2 0.66% Increased
202
GW&K Investment Management
GW&K Investment Management
Massachusetts
$51.8M +$6.83M 2 0.68% Increased
203
Two Sigma Advisers
Two Sigma Advisers
New York
$51.7M +$21.9M 5 0.15% Increased
204
Storebrand Asset Management
Storebrand Asset Management
Norway
$50.1M +$3.6M 5 0.36% Increased
205
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$48.5M -$3.84M 4 0.71% Reduced
206
Davis Selected Advisers
Davis Selected Advisers
Arizona
$47.3M -$980K 3 0.26% Reduced
207
KBC Group
KBC Group
Belgium
$46.1M -$20.8M 6 0.27% Reduced
208
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$46.1M +$14.3M 4 0.24% Increased
209
Swiss Life Asset Management
Swiss Life Asset Management
$46.1M +$157K 3 0.68% Increased
210
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$45.8M -$2.49M 2 1.02% Reduced
211
LSV Asset Management
LSV Asset Management
Illinois
$45.5M +$13.9M 1 0.09% Increased
212
TPC
Tiger Pacific Capital
New York
$45.4M +$11.4M 2 11.51% Increased
213
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$44.9M -$250K 2 0.63% Reduced
214
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44.3M +$34.4M 5 0.29% Increased
215
William Blair & Company
William Blair & Company
Illinois
$43.9M +$2.68M 4 0.19% Increased
216
Natixis Advisors
Natixis Advisors
Massachusetts
$43.8M -$3.07M 5 0.28% Reduced
217
Royal London Asset Management
Royal London Asset Management
United Kingdom
$43.3M -$241K 3 0.26% Reduced
218
SCM
Spyglass Capital Management
California
$42.1M +$7.28M 1 1.95% Increased
219
Baird Financial Group
Baird Financial Group
Wisconsin
$42M -$1.93M 4 0.14% Reduced
220
PS
Presima Securities
Quebec, Canada
$40.9M +$4.15M 1 6.81% Increased
221
MICM
Matthews International Capital Management
California
$39.6M +$39.6M 1 2.67% New
222
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$39.3M +$187K 2 2.94% Increased
223
Comerica Bank
Comerica Bank
Texas
$39.2M +$1.91M 6 0.28% Increased
224
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$38.5M -$8.65M 5 0.53% Reduced
225
LPL Financial
LPL Financial
California
$38.4M +$1.88M 6 0.06% Increased