← 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
BTP
Bloom Tree Partners
New York
$57.3M -$12.1M 1 6.03% Reduced
202
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$57.3M +$21.3M 5 0.41% Increased
203
CIBC World Markets
CIBC World Markets
New York
$57.1M +$42.6M 4 0.4% Increased
204
Temasek Holdings
Temasek Holdings
Singapore
$56.9M $0 1 0.19% Maintained
205
Krane Funds Advisors
Krane Funds Advisors
New York
$56.7M +$39.9M 4 1.7% Increased
206
Candriam SCA
Candriam SCA
Luxembourg
$56.6M -$14.6M 3 0.39% Reduced
207
OCM
OLP Capital Management
Hong Kong
$56.5M +$50.4M 1 12.31% Increased
208
AIG
American International Group
New York
$55.9M -$2.47M 6 0.19% Reduced
209
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$55.7M -$7.92M 6 0.31% Reduced
210
Renaissance Technologies
Renaissance Technologies
New York
$55.5M -$21.3M 4 0.07% Reduced
211
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$55.3M -$4.19M 4 0.22% Reduced
212
DZ Bank
DZ Bank
Germany
$55.2M -$17.9M 4 0.09% Reduced
213
MFWM
Motley Fool Wealth Management
Virginia
$55M +$3.71M 1 2.31% Increased
214
PGH
Partners Group Holding
Switzerland
$54.4M +$11M 1 3.34% Increased
215
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$53.2M +$16.6M 5 0.28% Increased
216
NSLI
Nan Shan Life Insurance
Taiwan
$52.6M -$28.4M 3 0.89% Reduced
217
William Blair & Company
William Blair & Company
Illinois
$51.8M +$1.94M 4 0.18% Increased
218
TCM
Tensile Capital Management
California
$51.4M -$4.46M 1 5.82% Reduced
219
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$50.5M +$1.69M 1 2.05% Increased
220
GW&K Investment Management
GW&K Investment Management
Massachusetts
$48.7M -$2.89M 2 0.42% Reduced
221
LR
Library Research
Hong Kong
$47.5M $0 1 41% Maintained
222
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$47M +$24.3M 4 0.28% Increased
223
Artemis Investment Management
Artemis Investment Management
United Kingdom
$47M -$313K 1 0.41% Reduced
224
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$46.4M -$30.7M 4 0.7% Reduced
225
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$46.4M +$40.4M 4 0.49% Increased