← 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
226	Aviva London, United Kingdom	$11.5M	+$2.77M	3	0.1%	Increased
227	Rockefeller Financial Services New York	$11.5M	+$304K	1	0.27%	Increased
228	CII CR Intrinsic Investors Stamford, Connecticut	$11.3M	+$7.7M	2	0.35%	Increased
229	EULAV Asset Management Sarasota, Florida	$11.3M	-$1.17M	3	0.66%	Reduced
230	Snyder Capital Management San Francisco, California	$10.9M	-$2.79M	1	0.56%	Reduced
231	GCM Glynn Capital Management Menlo Park, California	$10.6M	+$1.94M	1	3.49%	Increased
232	CCM Crestwood Capital Management New York	$10.6M	-$17M	1	1.26%	Reduced
233	BII Baring International Investment London, United Kingdom	$10.5M	-$6.46M	1	0.47%	Reduced
234	Driehaus Capital Management Chicago, Illinois	$10.4M	-$176K	1	0.4%	Reduced
235	Capital International Los Angeles, California	$10.2M	+$2.96M	1	0.67%	Increased
236	Pinnacle Associates New York	$10.1M	+$6.51M	2	0.21%	Increased
237	Kornitzer Capital Management Shawnee Mission, Kansas	$10.1M	-$516K	1	0.12%	Reduced
238	Baird Milwaukee, Wisconsin	$10.1M	-$423K	1	0.19%	Reduced
239	Fenimore Asset Management Cobleskill, New York	$10M	+$1.77M	1	0.61%	Increased
240	FAMT Fenimore Asset Management Trust Cobleskill, New York	$10M	+$10.7M	1	0.61%	New
241	HT HAP Trading New York	$9.94M	+$3.07M	2	0.32%	Increased
242	Two Sigma Investments New York	$9.53M	-$98.7M	2	0.06%	Reduced
243	Canada Life Winnipeg, Manitoba, Canada	$9.52M	+$8.77M	3	0.04%	Increased
244	Kayne Anderson Rudnick Investment Management Los Angeles, California	$9.34M	-$40.1K	1	0.18%	Reduced
245	LMF LMR Master Fund Grand Cayman, Cayman Islands	$9.18M	-$366K	1	1.75%	Reduced
246	GMIM General Motors Investment Management New York	$9.06M	$0	1	0.79%	Maintained
247	AAM Archipel Asset Management Stockholm, Sweden	$8.94M	+$3.91M	2	1.84%	Increased
248	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$8.9M	+$118K	1	2.53%	Increased
249	Gabelli Funds Rye, New York	$8.83M	+$118K	3	0.05%	Increased
250	Nicholas Company Milwaukee, Wisconsin	$8.7M	-$3.85M	1	0.23%	Reduced