← 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
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$55M +$4.99M 4 0.23% Increased
202
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$54.8M -$38.7M 1 0.11% Reduced
203
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$54.6M -$6.23M 1 0.58% Reduced
204
PS
Presima Securities
Quebec, Canada
$54.5M +$6.12M 1 7.19% Increased
205
LPL Financial
LPL Financial
California
$54.1M +$6.41M 5 0.06% Increased
206
Putnam Investments
Putnam Investments
Massachusetts
$54M -$9.3M 2 0.09% Reduced
207
VanEck Associates
VanEck Associates
New York
$53.6M -$1.04M 5 0.15% Reduced
208
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$53.5M +$29.3M 4 0.69% Increased
209
Mariner
Mariner
Kansas
$53.4M +$5.8M 3 0.37% Increased
210
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$53.1M +$3.83M 3 0.52% Increased
211
Point72 Asset Management
Point72 Asset Management
Connecticut
$53.1M -$14.9M 3 0.25% Reduced
212
Baird Financial Group
Baird Financial Group
Wisconsin
$52.5M +$2.52M 5 0.15% Increased
213
AIG
American International Group
New York
$52.4M -$818K 6 0.18% Reduced
214
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$51.3M +$263K 5 0.32% Increased
215
Citadel Advisors
Citadel Advisors
Florida
$50.1M -$144M 10 0.01% Reduced
216
GW&K Investment Management
GW&K Investment Management
Massachusetts
$49.5M -$533K 2 0.46% Reduced
217
LR
Library Research
Hong Kong
$49M $0 1 40.03% Maintained
218
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$48.6M -$33.7M 1 1.28% Reduced
219
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$48M +$4.32M 6 0.16% Increased
220
Rockefeller Capital Management
Rockefeller Capital Management
New York
$47.9M +$6.54M 6 0.32% Increased
221
TCM
Tensile Capital Management
California
$47.6M -$2.75M 1 6.25% Reduced
222
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.1M -$6.02M 3 0.23% Reduced
223
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$46.4M +$3.5M 3 0.27% Increased
224
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$45.7M +$27.8M 1 2.05% Increased
225
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$45.7M +$26.1M 3 0.78% Increased