← 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
OMC
Oasis Management Company
Cayman Islands
$35.9M +$14.5M 2 9.73% Increased
202
AIG
American International Group
New York
$35.7M +$646K 3 0.22% Increased
203
Curi RMB Capital
Curi RMB Capital
Illinois
$35.4M +$541K 1 1.16% Increased
204
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$35.3M +$3.69M 4 0.54% Increased
205
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$35.3M +$507K 3 0.19% Increased
206
Corient Private Wealth
Corient Private Wealth
Florida
$35M +$19.5M 5 0.08% Increased
207
Arizona State Retirement System
Arizona State Retirement System
Arizona
$35M +$1.27M 3 0.28% Increased
208
Capital International Inc
Capital International Inc
California
$34.9M +$514K 3 0.63% Increased
209
DP
Dearborn Partners
Illinois
$34.3M -$10.7M 2 1.31% Reduced
210
AHC
Adell Harriman & Carpenter
Texas
$34.2M +$278K 3 3.48% Increased
211
Point72 Asset Management
Point72 Asset Management
Connecticut
$34.2M -$30.8M 5 0.1% Reduced
212
VAM
Vert Asset Management
California
$33.9M +$1.8M 3 17.36% Increased
213
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$33.9M +$19.4M 2 0.61% Increased
214
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$33.8M +$345K 3 0.21% Increased
215
PS
Presima Securities
Quebec, Canada
$33.8M +$4.19M 1 9.27% Increased
216
MetLife Investment Management
MetLife Investment Management
New Jersey
$33.1M -$935K 3 0.24% Reduced
217
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$33M +$28.7M 1 0.67% New
218
OFI Invest Asset Management
OFI Invest Asset Management
France
$32.5M +$5.67M 2 1.29% Increased
219
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$32.3M +$1.82M 4 0.31% Increased
220
Amalgamated Bank
Amalgamated Bank
New York
$31.6M -$2.1M 3 0.26% Reduced
221
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$31.3M +$2.22M 3 0.21% Increased
222
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$31M -$1.34M 6 0.19% Reduced
223
BIM
Barton Investment Management
Pennsylvania
$31M +$10.2K 1 4.65% Increased
224
Första AP-fonden
Första AP-fonden
Sweden
$30.9M +$930K 3 0.33% Increased
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$30.6M -$8.54M 3 0.13% Reduced