← 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
Royal London Asset Management
Royal London Asset Management
United Kingdom
$31.3M +$3.26M 3 0.14% Increased
202
FAS
Formuepleje A/S
Denmark
$30.8M +$7.36M 1 2.6% Increased
203
DZ Bank
DZ Bank
Germany
$30.4M -$9.56M 3 0.05% Reduced
204
OMC
Oasis Management Company
Cayman Islands
$30.2M -$25.7K 3 6% Reduced
205
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$30.1M -$14M 3 0.07% Reduced
206
ECP
Electron Capital Partners
New York
$30M +$8.23M 2 1.23% Increased
207
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$30M -$1.24M 3 0.17% Reduced
208
SG Americas Securities
SG Americas Securities
New York
$29.9M +$21.9M 6 0.36% Increased
209
AIG
American International Group
New York
$29.7M -$132K 4 0.21% Reduced
210
Curi RMB Capital
Curi RMB Capital
Illinois
$29.5M -$214K 1 1.05% Reduced
211
MetLife Investment Management
MetLife Investment Management
New Jersey
$29.4M -$468K 3 0.22% Reduced
212
Amalgamated Bank
Amalgamated Bank
New York
$29.3M -$241K 4 0.26% Reduced
213
Brookstone Capital Management
Brookstone Capital Management
Illinois
$29.3M +$16.5M 2 0.59% Increased
214
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$29.1M -$6.27M 3 0.14% Reduced
215
Capital International Inc
Capital International Inc
California
$29M -$1.72M 2 0.63% Reduced
216
AHC
Adell Harriman & Carpenter
Texas
$29M +$277K 3 3.33% Increased
217
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$28.9M +$1.84M 5 0.05% Increased
218
Chilton Capital Management
Chilton Capital Management
Texas
$28.8M +$11.5M 2 1.79% Increased
219
Jane Street
Jane Street
New York
$28.7M +$9.52M 9 0.01% Increased
220
Davis Selected Advisers
Davis Selected Advisers
Arizona
$28.3M $0 2 0.19% Maintained
221
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$28.3M +$219K 2 0.82% Increased
222
Arizona State Retirement System
Arizona State Retirement System
Arizona
$28.2M -$971K 4 0.27% Reduced
223
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$28.2M +$370K 3 0.2% Increased
224
CCM
Cinctive Capital Management
New York
$28.2M +$13.2M 3 1.38% Increased
225
GA
GRS Advisors
Illinois
$28.1M -$2.49M 1 6.72% Reduced