← 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
Arizona State Retirement System
Arizona State Retirement System
Arizona
$41.8M +$971K 3 0.28% Increased
202
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$41.4M +$5.17M 1 1.99% Increased
203
CF
Corebridge Financial
Texas
$41.2M +$39.8M 3 0.23% New
204
Marshall Wace
Marshall Wace
United Kingdom
$41.1M +$8.62M 4 0.06% Increased
205
Creative Planning
Creative Planning
Kansas
$41.1M +$1.63M 8 0.04% Increased
206
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$40.5M -$628K 4 0.06% Reduced
207
MFWM
Motley Fool Wealth Management
Virginia
$40.4M -$567K 1 2.06% Reduced
208
HighTower Advisors
HighTower Advisors
Illinois
$40.4M -$3.46M 4 0.06% Reduced
209
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$40.4M +$1.09M 3 0.21% Increased
210
Baupost Group
Baupost Group
Massachusetts
$39.5M +$13.3M 1 1.09% Increased
211
MHIC
Marble Harbor Investment Counsel
Massachusetts
$39.3M -$576K 1 4.63% Reduced
212
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$39M +$739K 2 0.44% Increased
213
FG
Foresight Group
United Kingdom
$38.8M +$6.52M 2 20.48% Increased
214
Erste Asset Management
Erste Asset Management
Austria
$38.2M -$1.35M 2 0.51% Reduced
215
Carlyle Group
Carlyle Group
District of Columbia
$37.8M $0 1 3.59% Maintained
216
Corient Private Wealth
Corient Private Wealth
Florida
$37.5M -$275K 4 0.07% Reduced
217
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$37.4M +$6.35M 3 0.3% Increased
218
Tidal Investments
Tidal Investments
Wisconsin
$36.8M -$40.9K 5 0.49% Reduced
219
M&T Bank
M&T Bank
New York
$36.6M -$1.07M 3 0.12% Reduced
220
Nissay Asset Management
Nissay Asset Management
Japan
$36.5M +$2.12M 3 0.24% Increased
221
KBC Group
KBC Group
Belgium
$36.3M -$6.51M 4 0.11% Reduced
222
BIC
B&I Capital
Switzerland
$35.5M -$372K 1 11.35% Reduced
223
New York Life Investment Management
New York Life Investment Management
New York
$35.3M +$872K 3 0.35% Increased
224
GC
Gillson Capital
Illinois
$34.4M +$4.62M 2 3.31% Increased
225
PGH
Partners Group Holding
Switzerland
$33.9M +$7.56M 1 2.55% Increased