← 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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$42M -$416K 4 0.06% Reduced
202
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$41.6M +$1.23M 2 0.52% Increased
203
VanEck Associates
VanEck Associates
New York
$41.5M -$188K 3 0.06% Reduced
204
Erste Asset Management
Erste Asset Management
Austria
$41.3M +$1.01M 2 0.56% Increased
205
Arizona State Retirement System
Arizona State Retirement System
Arizona
$41.2M +$773K 3 0.29% Increased
206
AIG
American International Group
New York
$40.8M -$355K 3 0.15% Reduced
207
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$40.4M +$3M 4 0.07% Increased
208
SG Americas Securities
SG Americas Securities
New York
$40.1M +$8.86M 4 0.19% Increased
209
PS
Presima Securities
Quebec, Canada
$39.9M -$1.17M 2 9.29% Reduced
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$39.6M +$21.4K 3 0.21% Increased
211
BIC
B&I Capital
Switzerland
$39.1M +$3.26M 1 12.39% Increased
212
Quilter Plc
Quilter Plc
United Kingdom
$39.1M +$2.46M 1 0.92% Increased
213
ZP
Zimmer Partners
New York
$39M +$23.7M 2 0.83% Increased
214
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.7M +$1.32M 3 0.08% Increased
215
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$38.5M +$37.1M 3 0.29% New
216
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$38.5M +$130K 2 0.67% Increased
217
LBIM
Land & Buildings Investment Management
Connecticut
$38M +$13.8M 1 8.31% Increased
218
Creative Planning
Creative Planning
Kansas
$37.1M +$1.7M 8 0.04% Increased
219
M&T Bank
M&T Bank
New York
$37M -$8.52M 3 0.13% Reduced
220
Första AP-fonden
Första AP-fonden
Sweden
$36.7M +$2.06M 3 0.31% Increased
221
Curi RMB Capital
Curi RMB Capital
Illinois
$36.3M +$12.4K 2 0.83% Increased
222
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$36.3M +$34.2M 1 0.45% Increased
223
GCM
Gladstone Capital Management
United Kingdom
$36.2M -$73.3M 1 3.58% Reduced
224
MetLife Investment Management
MetLife Investment Management
New Jersey
$35.9M -$1.22M 3 0.24% Reduced
225
MHIC
Marble Harbor Investment Counsel
Massachusetts
$35.8M -$535K 1 4.12% Reduced