← 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 Princeton Junction, New Jersey	$15.7M	+$539K	1	4.25%	Increased
227	WBC Westpac Banking Corp Sydney, Australia	$15.6M	+$6.97M	4	0.17%	Increased
228	Avalon Investment & Advisory Houston, Texas	$15.5M	-$215K	1	0.67%	Reduced
229	Palisade Capital Management Fort Lee, New Jersey	$15.2M	-$10M	1	0.5%	Reduced
230	Discovery Capital Management South Norwalk, Connecticut	$15.2M	$0	1	0.18%	Maintained
231	GS Gagnon Securities New York	$15.1M	+$74.2K	1	6.9%	Increased
232	CG Cutler Group San Francisco, California	$15M	+$14.2M	3	0.84%	New
233	DL Delta Lloyd Amsterdam, Netherlands	$14.9M	+$447K	3	0.51%	Increased
234	AWCI Alpine Woods Capital Investors Purchase, New York	$14.5M	-$714K	2	0.78%	Reduced
235	Duff & Phelps Investment Management Chicago, Illinois	$14.2M	+$13.5M	1	0.24%	New
236	DIA Denver Investment Advisors Denver, Colorado	$13.6M	-$9.93M	1	0.62%	Reduced
237	Advisors Asset Management Monument, Colorado	$13.6M	-$861K	4	0.22%	Reduced
238	Credit Agricole Montrouge Cedex, France	$13.4M	-$6.49M	5	0.06%	Reduced
239	Balyasny Asset Management Chicago, Illinois	$13.3M	-$19.7M	1	0.09%	Reduced
240	BIM Barton Investment Management West Conshohocken, Pennsylvania	$13.3M	+$556K	1	4.37%	Increased
241	Marshall Wace London, United Kingdom	$13.2M	-$20.2M	4	0.12%	Reduced
242	CA CapWealth Advisors Franklin, Tennessee	$13.2M	+$292K	1	3.21%	Increased
243	Robeco Institutional Asset Management Rotterdam, Netherlands	$13.1M	+$3.59M	2	0.11%	Increased
244	RCM Riverhead Capital Management Wilmington, Delaware	$12.9M	+$7.95M	2	0.19%	Increased
245	Fred Alger Management New York	$12.8M	+$7.12M	2	0.06%	Increased
246	Aberdeen Asset Management Aberdeen, United Kingdom	$12.7M	-$1.89M	3	0.04%	Reduced
247	Nomura Asset Management Tokyo, Japan	$12.6M	-$460K	3	0.24%	Reduced
248	Rockefeller Financial Services New York	$12.6M	-$164K	1	0.24%	Reduced
249	GA Gagnon Advisors New York	$12.5M	+$320K	1	9.27%	Increased
250	Virginia Retirement Systems Richmond, Virginia	$12.5M	+$2.95M	3	0.19%	Increased