← 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
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$50.7M -$2.31M 4 0.08% Reduced
202
MetLife Investment Management
MetLife Investment Management
New Jersey
$50.2M -$1.8M 3 0.29% Reduced
203
Manning & Napier Advisors
Manning & Napier Advisors
New York
$49.7M -$3.39M 2 0.55% Reduced
204
Creative Planning
Creative Planning
Kansas
$49.4M +$1.69M 8 0.05% Increased
205
Arizona State Retirement System
Arizona State Retirement System
Arizona
$49.2M +$479K 3 0.31% Increased
206
GC
Gillson Capital
Illinois
$48.9M +$9.74M 2 4.45% Increased
207
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$48.6M +$2.81M 2 0.5% Increased
208
1832 Asset Management
1832 Asset Management
Ontario, Canada
$48.5M +$12.6M 2 0.04% Increased
209
HighTower Advisors
HighTower Advisors
Illinois
$48.3M +$623K 5 0.07% Increased
210
PGH
Partners Group Holding
Switzerland
$48M +$7.63M 1 3.09% Increased
211
Candriam SCA
Candriam SCA
Luxembourg
$47M -$16.6M 3 0.27% Reduced
212
Renaissance Technologies
Renaissance Technologies
New York
$46.1M +$11M 1 0.07% Increased
213
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$46M -$989K 3 0.23% Reduced
214
Erste Asset Management
Erste Asset Management
Austria
$45.9M -$129K 2 0.55% Reduced
215
CF
Corebridge Financial
Texas
$45.9M -$1.88M 3 0.24% Reduced
216
MFWM
Motley Fool Wealth Management
Virginia
$45.7M -$1.67M 1 2.29% Reduced
217
DZ Bank
DZ Bank
Germany
$45.6M +$6.77M 4 0.04% Increased
218
Cerity Partners
Cerity Partners
New York
$44.9M +$2.88M 5 0.1% Increased
219
Nissay Asset Management
Nissay Asset Management
Japan
$43.9M +$1.34M 3 0.28% Increased
220
Voloridge Investment Management
Voloridge Investment Management
Florida
$43.9M -$42.1M 3 0.16% Reduced
221
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$43.8M -$2.3M 3 0.35% Reduced
222
Corient Private Wealth
Corient Private Wealth
Florida
$43.4M -$2.31M 4 0.07% Reduced
223
Andra AP-fonden
Andra AP-fonden
Sweden
$43.1M +$8.42M 3 0.63% Increased
224
SLF
Sun Life Financial
Ontario, Canada
$42.9M +$15.9M 2 2.4% Increased
225
Blackstone Inc
Blackstone Inc
New York
$42.4M $0 1 0.19% Maintained