← 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
Erste Asset Management
Erste Asset Management
Austria
$36.5M +$13.6M 2 0.63% Increased
202
MYAM
Meiji Yasuda Asset Management
Japan
$36.5M +$122K 3 1.71% Increased
203
Osaic Holdings
Osaic Holdings
Arizona
$36.2M +$7.43M 9 0.05% Increased
204
Panagora Asset Management
Panagora Asset Management
Massachusetts
$36.1M -$4.21M 3 0.22% Reduced
205
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$35.9M +$1.33M 3 0.56% Increased
206
AHC
Adell Harriman & Carpenter
Texas
$35.5M +$1.55M 3 3.68% Increased
207
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$35.4M +$7.28M 2 0.69% Increased
208
VAM
Vert Asset Management
California
$35.3M +$1.38M 3 17.89% Increased
209
LBIM
Land & Buildings Investment Management
Connecticut
$35M +$37.3M 1 7.69% New
210
HighTower Advisors
HighTower Advisors
Illinois
$34.8M +$5.69M 4 0.07% Increased
211
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.7M +$11.7M 4 0.06% Increased
212
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$34.7M -$2.37M 3 0.23% Reduced
213
AIG
American International Group
New York
$34.5M -$359K 3 0.22% Reduced
214
Arizona State Retirement System
Arizona State Retirement System
Arizona
$33.9M -$299K 3 0.29% Reduced
215
TCM
Tekne Capital Management
New York
$33.8M +$9.88M 1 12.47% Increased
216
Boston Financial Management
Boston Financial Management
Massachusetts
$33.7M -$425K 1 1.26% Reduced
217
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$33.4M +$273K 3 0.22% Increased
218
Blackstone Inc
Blackstone Inc
New York
$32.6M $0 1 0.14% Maintained
219
Curi RMB Capital
Curi RMB Capital
Illinois
$32.4M -$362K 1 1.11% Reduced
220
Glenmede Trust
Glenmede Trust
Pennsylvania
$32M +$13.1M 3 0.18% Increased
221
MetLife Investment Management
MetLife Investment Management
New Jersey
$31.9M -$469K 3 0.25% Reduced
222
Corient Private Wealth
Corient Private Wealth
Florida
$31.8M -$4.7M 5 0.07% Reduced
223
DP
Dearborn Partners
Illinois
$31.8M -$60.2K 2 1.25% Reduced
224
Amalgamated Bank
Amalgamated Bank
New York
$31.7M +$806K 3 0.27% Increased
225
MCP
Maso Capital Partners
Hong Kong
$31.3M +$3.39M 2 17.04% Increased