← 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
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$61.5M +$13.8M 2 0.72% Increased
202
ESCM
Echo Street Capital Management
New York
$60.8M +$28.1M 2 0.61% Increased
203
M&G Investment Management
M&G Investment Management
United Kingdom
$58.9M +$5.54M 1 0.37% Increased
204
Balyasny Asset Management
Balyasny Asset Management
Illinois
$57.9M -$4.55M 4 0.32% Reduced
205
Prudential plc
Prudential plc
United Kingdom
$57.9M -$31.9M 2 0.31% Reduced
206
Storebrand Asset Management
Storebrand Asset Management
Norway
$57.4M +$8.33M 6 0.34% Increased
207
LR
Library Research
Hong Kong
$56.6M +$53.7M 1 39.41% New
208
MICM
Matthews International Capital Management
California
$55.2M -$996K 2 2.94% Reduced
209
GW&K Investment Management
GW&K Investment Management
Massachusetts
$54.5M -$316K 2 0.57% Reduced
210
AIG
American International Group
New York
$54.4M -$382K 6 0.2% Reduced
211
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$53.7M +$1.14M 5 0.46% Increased
212
TCM
Tensile Capital Management
California
$52.9M -$1.12M 1 6.2% Reduced
213
PC
Port Capital
Illinois
$51.7M +$30.3M 1 3.52% Increased
214
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$51.7M +$1.29M 5 0.34% Increased
215
KC
Kadensa Capital
Hong Kong
$50.6M -$17.1M 1 19.74% Reduced
216
DZ Bank
DZ Bank
Germany
$50.6M -$197M 4 0.1% Reduced
217
Man Group
Man Group
United Kingdom
$50.4M +$43.2M 2 0.22% Increased
218
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$50.3M -$4.3M 3 0.53% Reduced
219
Baird Financial Group
Baird Financial Group
Wisconsin
$49.7M +$9.17M 5 0.15% Increased
220
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$49.6M +$5.91M 4 0.23% Increased
221
CM
Cartica Management
District of Columbia
$49.2M -$17.6M 1 13.53% Reduced
222
KBC Group
KBC Group
Belgium
$49M +$4.64M 6 0.23% Increased
223
Mariner
Mariner
Kansas
$48.6M +$19.6M 3 0.37% Increased
224
PS
Presima Securities
Quebec, Canada
$47.8M +$9.15M 1 7.05% Increased
225
TP
Toronado Partners
California
$46.1M +$5.27M 1 12.21% Increased