← 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	LCM LVM Capital Management Portage, Michigan	$20.1M	-$975K	1	4.55%	Reduced
227	KBC Group Brussels, Belgium	$20.1M	-$14.2M	5	0.17%	Reduced
228	Första AP-fonden Stockholm, Sweden	$20M	-$8.25M	4	0.73%	Reduced
229	SM Selkirk Management Chatham, New Jersey	$19.9M	$0	1	10.62%	Maintained
230	Jacobs Levy Equity Management Florham Park, New Jersey	$19.8M	+$1.42M	1	0.35%	Increased
231	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$19.1M	-$939K	1	0.31%	Reduced
232	PGF Pelham Global Financials London, United Kingdom	$18.9M	+$19.3M	2	14.6%	New
233	TCM Tran Capital Management San Rafael, California	$18.9M	+$19.3M	1	1.8%	New
234	1832 Asset Management Toronto, Ontario, Canada	$18.7M	+$2.59M	2	0.06%	Increased
235	Wolverine Asset Management Chicago, Illinois	$18.3M	+$18.1M	3	0.19%	Increased
236	GF Greenhouse Funds Baltimore, Maryland	$18.1M	+$8.22M	1	5.11%	Increased
237	CA CapWealth Advisors Franklin, Tennessee	$18.1M	-$113K	1	3.25%	Reduced
238	BA Boston Advisors Boston, Massachusetts	$18M	-$10.4M	2	0.39%	Reduced
239	HS Hazelview Securities Toronto, Ontario, Canada	$17.9M	+$1.16M	1	5.24%	Increased
240	Ninety One (UK) London, United Kingdom	$17.9M	$0	2	0.07%	Maintained
241	Mitsubishi UFJ Asset Management Tokyo, Japan	$17.7M	+$1.15M	4	0.38%	Increased
242	Nicholas Company Milwaukee, Wisconsin	$17.7M	+$3.17M	3	0.38%	Increased
243	RG Renaissance Group Covington, Kentucky	$17.4M	+$15.6M	1	0.59%	Increased
244	MLICM Metropolitan Life Insurance Company (MetLife) New York	$17.4M	-$37.5M	5	0.23%	Reduced
245	Point72 Asset Management Stamford, Connecticut	$17.2M	+$15M	2	0.07%	Increased
246	Utah Retirement Systems Salt Lake City, Utah	$16.6M	+$680K	4	0.35%	Increased
247	Xact Kapitalforvaltning Stockholm, Sweden	$16.4M	+$1.64M	4	0.39%	Increased
248	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$16.4M	+$331K	4	0.27%	Increased
249	Tiger Global Management New York	$16.4M	+$16.4M	1	0.13%	New
250	SFM Systematic Financial Management Teaneck, New Jersey	$16.3M	-$10.5M	1	0.33%	Reduced