← 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	AWCI Alpine Woods Capital Investors Purchase, New York	$12.9M	-$7.89M	1	0.66%	Reduced
227	Dragoneer Investment Group San Francisco, California	$12.5M	+$11.9M	1	5.65%	New
228	DL Delta Lloyd Amsterdam, Netherlands	$12.4M	+$245K	3	0.37%	Increased
229	USAA United Services Automobile Association San Antonio, Texas	$12.4M	+$330K	3	0.04%	Increased
230	BUB BBVA USA Bancshares Houston, Texas	$12.4M	-$1.8M	2	0.56%	Reduced
231	JC Joho Capital New York	$12.4M	-$6.73M	1	2.37%	Reduced
232	Aviva London, United Kingdom	$12.3M	+$1.33M	3	0.1%	Increased
233	SCM Symons Capital Management Pittsburgh, Pennsylvania	$12.1M	+$51.8K	1	2.88%	Increased
234	SG Americas Securities New York	$11.9M	-$555K	5	0.06%	Reduced
235	AC Avenir Corporation Alexandria, Virginia	$11.7M	+$4.21M	1	0.89%	Increased
236	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.7M	+$258K	3	0.08%	Increased
237	GMIM General Motors Investment Management New York	$11.5M	+$217K	2	0.92%	Increased
238	GA Gagnon Advisors New York	$11.5M	+$253K	1	6.92%	Increased
239	CIBC Private Wealth Group Atlanta, Georgia	$11.5M	+$576K	1	0.09%	Increased
240	AP Archon Partners Princeton Junction, New Jersey	$11.4M	+$354K	1	2.95%	Increased
241	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$11M	+$10.5M	1	0.2%	New
242	Adage Capital Partners Boston, Massachusetts	$11M	+$1.78M	1	0.03%	Increased
243	Martingale Asset Management Boston, Massachusetts	$10.9M	+$10.9M	2	0.3%	New
244	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.8M	-$113K	1	1.33%	Reduced
245	TA Teton Advisors Rye, New York	$10.4M	+$31.3K	2	0.68%	Increased
246	ICAP Independence Capital Asset Partners Denver, Colorado	$10.3M	+$9.82M	1	1.42%	New
247	KBC Group Brussels, Belgium	$10M	-$4.13M	5	0.12%	Reduced
248	Nomura Asset Management Tokyo, Japan	$9.94M	+$2.93M	4	0.17%	Increased
249	Korea Investment Corp Seoul, South Korea	$9.72M	-$7.98M	3	0.08%	Reduced
250	PL Parkwood LLC Cleveland, Ohio	$9.57M	+$3.86M	2	1.3%	Increased