← 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
DP
Dearborn Partners
Illinois
$43M -$373K 2 1.81% Reduced
202
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$41.8M -$6.83M 5 0.1% Reduced
203
Natixis Advisors
Natixis Advisors
Massachusetts
$41.7M +$4.73M 4 0.18% Increased
204
ZP
Zimmer Partners
New York
$41M -$20M 2 0.85% Reduced
205
MFWM
Motley Fool Wealth Management
Virginia
$40.8M -$1.11M 1 2.56% Reduced
206
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$40.8M +$149K 5 0.26% Increased
207
HighTower Advisors
HighTower Advisors
Illinois
$40.4M -$1.09M 5 0.1% Reduced
208
HS
Hazelview Securities
Ontario, Canada
$40.4M +$23.2M 1 5.42% Increased
209
DZ Bank
DZ Bank
Germany
$40.3M -$7.66M 3 0.07% Reduced
210
TCM
Tekne Capital Management
New York
$39.9M $0 1 13.61% Maintained
211
Moore Capital Management
Moore Capital Management
New York
$39.3M +$41.3M 3 1.04% New
212
Welch & Forbes
Welch & Forbes
Massachusetts
$39M -$425K 2 0.71% Reduced
213
TPC
Tiger Pacific Capital
New York
$37.8M -$5.14M 2 4.85% Reduced
214
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$37.6M -$325K 2 2.76% Reduced
215
TCW Group
TCW Group
California
$37.2M -$24.8M 3 0.49% Reduced
216
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$36.7M +$1.91M 2 1.04% Increased
217
Baird Financial Group
Baird Financial Group
Wisconsin
$36.5M +$757K 3 0.1% Increased
218
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$36.4M +$31.3M 8 0.35% Increased
219
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$36.2M +$1.1M 4 0.2% Increased
220
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$36.1M +$3.7M 2 0.51% Increased
221
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$35.8M +$1.97M 3 0.17% Increased
222
NAM
Nexpoint Asset Management
Texas
$35.4M +$34.2M 1 3.15% New
223
D.E. Shaw & Co
D.E. Shaw & Co
New York
$35.2M +$32.4M 7 0.04% Increased
224
TP
Toronado Partners
California
$35.1M +$6.6M 1 11.45% Increased
225
Boston Financial Management
Boston Financial Management
Massachusetts
$34.4M -$702K 1 1.48% Reduced