← 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
Marshall Wace
Marshall Wace
United Kingdom
$52.9M -$25.3M 5 0.07% Reduced
202
TAM
Thematics Asset Management
France
$52.7M +$1.6M 2 2.67% Increased
203
VAM
Vert Asset Management
California
$51.6M +$3.26M 3 17.75% Increased
204
Credit Agricole
Credit Agricole
France
$51.2M -$25M 3 0.16% Reduced
205
EIP
Easterly Investment Partners
Massachusetts
$51.2M +$57.3M 2 4.26% New
206
William Blair & Company
William Blair & Company
Illinois
$51.2M -$1.55M 3 0.15% Reduced
207
1832 Asset Management
1832 Asset Management
Ontario, Canada
$50.2M -$17.6M 2 0.05% Reduced
208
AHC
Adell Harriman & Carpenter
Texas
$49.3M -$252K 3 3.71% Reduced
209
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$49M -$1.29M 3 0.3% Reduced
210
CIBC World Market
CIBC World Market
Ontario, Canada
$49M -$71.9K 4 0.1% Reduced
211
INTECH Investment Management
INTECH Investment Management
Florida
$49M +$11.6M 3 0.5% Increased
212
Cresset Asset Management
Cresset Asset Management
Illinois
$48.9M -$577K 3 0.24% Reduced
213
PHK
Point72 Hong Kong
Hong Kong
$48.3M +$45.4M 2 3.08% Increased
214
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$47.9M -$20.9M 3 0.2% Reduced
215
Cerity Partners
Cerity Partners
New York
$46.5M -$4.76M 5 0.09% Reduced
216
Huntington National Bank
Huntington National Bank
Ohio
$45.7M +$8.27M 6 0.33% Increased
217
DnB Asset Management
DnB Asset Management
Norway
$45.1M -$248K 3 0.21% Reduced
218
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$45.1M -$8.51M 4 0.06% Reduced
219
TC
Triata Capital
Hong Kong
$44.7M -$94M 2 10.11% Reduced
220
Arizona State Retirement System
Arizona State Retirement System
Arizona
$44.3M +$1.33M 3 0.28% Increased
221
MetLife Investment Management
MetLife Investment Management
New Jersey
$44.1M -$548K 3 0.24% Reduced
222
Candriam SCA
Candriam SCA
Luxembourg
$43.7M +$8.98M 4 0.27% Increased
223
Creative Planning
Creative Planning
Kansas
$43.2M +$2.69M 7 0.04% Increased
224
Chilton Capital Management
Chilton Capital Management
Texas
$42.7M -$2.37M 3 1.84% Reduced
225
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$42.6M +$1.99M 3 0.44% Increased