← 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
Welch & Forbes
Welch & Forbes
Massachusetts
$44.8M +$1.26M 2 0.71% Increased
202
HighTower Advisors
HighTower Advisors
Illinois
$44.8M -$4.69M 5 0.1% Reduced
203
ProShare Advisors
ProShare Advisors
Maryland
$44.3M -$4.33M 3 0.1% Reduced
204
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$44.2M -$7.99M 2 1.35% Reduced
205
AMF Tjänstepension
AMF Tjänstepension
Sweden
$44M -$1.02M 1 0.33% Reduced
206
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$42.7M +$663K 2 2.56% Increased
207
CA
Capitolis Advisors
New York
$41.7M -$42.3M 2 2.1% Reduced
208
Natixis Advisors
Natixis Advisors
Massachusetts
$41.5M -$2.12M 4 0.16% Reduced
209
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$40.2M +$2.21M 3 2.21% Increased
210
Boston Financial Management
Boston Financial Management
Massachusetts
$39.6M -$907K 1 1.5% Reduced
211
Baird Financial Group
Baird Financial Group
Wisconsin
$39.3M +$2.27M 3 0.1% Increased
212
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$38.9M -$756K 4 0.19% Reduced
213
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$38.9M +$3.53M 2 0.94% Increased
214
L1 Capital
L1 Capital
Australia
$38.8M -$13.1M 1 4.7% Reduced
215
NN Investment Partners Holdings
NN Investment Partners Holdings
Netherlands
$38.6M +$13.9M 3 0.21% Increased
216
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$37.5M -$10.9M 3 0.14% Reduced
217
AIG
American International Group
New York
$37.4M -$20.2M 6 0.2% Reduced
218
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$36.9M -$9.09M 7 0.01% Reduced
219
MetLife Investment Management
MetLife Investment Management
New Jersey
$36.3M +$3.25M 4 0.24% Increased
220
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$36.3M -$16.2M 3 0.05% Reduced
221
Reinhart Partners
Reinhart Partners
Wisconsin
$36M +$738K 1 1.74% Increased
222
VanEck Associates
VanEck Associates
New York
$35.7M -$2.41M 5 0.07% Reduced
223
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.7M -$2.71M 4 0.28% Reduced
224
Davis Selected Advisers
Davis Selected Advisers
Arizona
$34.6M -$3.39M 2 0.18% Reduced
225
Penserra Capital Management
Penserra Capital Management
California
$34.5M -$8.36M 8 0.82% Reduced