← 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
AP
Archon Partners
New Jersey
$13.7M $0 1 4.06% Maintained
227
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$13.6M +$1.82M 3 2.98% Increased
228
BPGAM
BTG Pactual Global Asset Management
Bermuda
$13.6M -$3.82M 1 1.05% Reduced
229
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$13.6M +$32.3K 1 0.6% Increased
230
GS
Gagnon Securities
New York
$13.5M -$839K 1 6.63% Reduced
231
QIM
Quantitative Investment Management
Virginia
$13.5M +$11.4M 1 1.02% Increased
232
NFA
Nationwide Fund Advisors
Ohio
$13.2M -$11.5M 4 0.06% Reduced
233
AWCI
Alpine Woods Capital Investors
New York
$13.2M -$25.4K 2 0.72% Reduced
234
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$13.2M -$847K 3 0.04% Reduced
235
Discovery Capital Management
Discovery Capital Management
Connecticut
$13.1M +$13.6M 1 0.15% New
236
Advisors Asset Management
Advisors Asset Management
Colorado
$12.9M -$1.68M 4 0.21% Reduced
237
ProShare Advisors
ProShare Advisors
Maryland
$12.8M -$892K 4 0.18% Reduced
238
DL
Delta Lloyd
Netherlands
$12.7M -$279K 3 0.41% Reduced
239
Nomura Asset Management
Nomura Asset Management
Japan
$12.5M +$1.26M 4 0.25% Increased
240
LI
LMCG Investments
Massachusetts
$12.4M +$520K 1 0.27% Increased
241
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$12.1M -$121K 2 0.07% Reduced
242
PP
PDT Partners
New York
$12.1M +$12.1M 2 0.27% New
243
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$11.9M -$1.93M 3 0.05% Reduced
244
CA
CapWealth Advisors
Tennessee
$11.7M +$1.13M 1 2.93% Increased
245
BIM
Barton Investment Management
Pennsylvania
$11.5M +$34K 1 4.18% Increased
246
KAM
Keeley Asset Management
Illinois
$11.4M -$1.19M 1 0.32% Reduced
247
GA
Gagnon Advisors
New York
$11M $0 1 8.97% Maintained
248
MHIC
Marble Harbor Investment Counsel
Massachusetts
$11M -$46.8K 1 3.03% Reduced
249
TAM
Tiverton Asset Management
Delaware
$10.9M $0 1 0.24% Maintained
250
GLI
Guardian Life Insurance
New York
$10.8M +$33.2K 2 1.1% Increased