← 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
WCP
Waterfront Capital Partners
New York
$55.6M +$5.41M 3 13.61% Increased
202
William Blair & Company
William Blair & Company
Illinois
$55.1M -$1.76M 3 0.15% Reduced
203
Cerity Partners
Cerity Partners
New York
$54.6M +$1.53M 5 0.1% Increased
204
TAM
Thematics Asset Management
France
$54.3M -$2.71M 2 2.44% Reduced
205
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$54.2M -$1.68M 4 0.8% Reduced
206
VAM
Vert Asset Management
California
$54.1M -$3.48M 3 19.7% Reduced
207
Bridgewater Associates
Bridgewater Associates
Connecticut
$52.5M +$53.9M 2 0.21% Increased
208
Jane Street
Jane Street
New York
$52.3M +$14.6M 5 0.01% Increased
209
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$51.9M +$22.9M 3 0.14% Increased
210
Creative Planning
Creative Planning
Kansas
$51.8M +$1.84M 7 0.04% Increased
211
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$51M -$2.3M 3 0.29% Reduced
212
Första AP-fonden
Första AP-fonden
Sweden
$49.8M +$6.76M 3 0.33% Increased
213
EIP
Easterly Investment Partners
Massachusetts
$49.6M -$6.35M 2 3.55% Reduced
214
AGF Management
AGF Management
Ontario, Canada
$49.4M +$11.3M 4 0.22% Increased
215
Ossiam
Ossiam
France
$49.4M +$14.2M 3 0.56% Increased
216
DnB Asset Management
DnB Asset Management
Norway
$48.8M +$608K 3 0.2% Increased
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$48.7M +$492K 3 0.28% Increased
218
Cresset Asset Management
Cresset Asset Management
Illinois
$48.3M +$350K 4 0.24% Increased
219
GC
Gillson Capital
Illinois
$48.1M +$28M 2 3.67% Increased
220
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$47.9M -$19.2M 3 0.2% Reduced
221
Metis Global Partners
Metis Global Partners
California
$47.5M +$4.12M 3 1.22% Increased
222
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$47.2M -$1.99M 3 0.1% Reduced
223
Homestead Advisers
Homestead Advisers
Virginia
$46.4M -$24.3M 1 1.1% Reduced
224
Voloridge Investment Management
Voloridge Investment Management
Florida
$46.3M -$158M 2 0.17% Reduced
225
MetLife Investment Management
MetLife Investment Management
New Jersey
$46.3M -$1.52M 3 0.27% Reduced