← 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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$23M +$2.05M 4 0.12% Increased
227
Prudential plc
Prudential plc
United Kingdom
$23M +$5.16M 1 0.07% Increased
228
Renaissance Technologies
Renaissance Technologies
New York
$22.9M -$11.7M 5 0.03% Reduced
229
SG Americas Securities
SG Americas Securities
New York
$22.9M +$5.98M 5 0.21% Increased
230
Suntrust Banks
Suntrust Banks
Georgia
$22.7M -$158K 4 0.12% Reduced
231
PHAM
Pacific Heights Asset Management
California
$22.3M $0 1 2.29% Maintained
232
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$22M +$1.28M 4 0.28% Increased
233
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$22M +$232K 4 0.17% Increased
234
Rafferty Asset Management
Rafferty Asset Management
New York
$21.9M +$3.48M 4 0.33% Increased
235
William Blair & Company
William Blair & Company
Illinois
$21.5M -$6.75M 4 0.15% Reduced
236
DI
Dalton Investments
Nevada
$21.2M -$3.86M 2 9.11% Reduced
237
IC
Intel Corp
California
$21M +$23.6M 1 4.95% New
238
RCM
Riverpark Capital Management
New York
$20.6M -$5.19M 1 4.11% Reduced
239
Arizona State Retirement System
Arizona State Retirement System
Arizona
$20.5M -$14.5M 4 0.21% Reduced
240
KBC Group
KBC Group
Belgium
$20.5M +$1.1M 5 0.18% Increased
241
Rockefeller Capital Management
Rockefeller Capital Management
New York
$20.3M +$878K 3 0.33% Increased
242
EP
Edgestream Partners
New Jersey
$20.2M +$360K 3 4.12% Increased
243
TPSF
Texas Permanent School Fund
Texas
$20.1M -$855K 4 0.27% Reduced
244
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$19.5M +$3.89M 2 0.66% Increased
245
MSL
Mackay Shields LLC
New York
$19.5M +$646K 3 0.13% Increased
246
LCM
LVM Capital Management
Michigan
$19.2M -$135K 1 4.63% Reduced
247
EC
Eminence Capital
New York
$19.1M +$18M 1 0.26% New
248
SM
Selkirk Management
New Jersey
$18.9M $0 1 9.72% Maintained
249
BIM
Barton Investment Management
Pennsylvania
$18.8M +$275K 1 3.04% Increased
250
GA
GRS Advisors
Illinois
$18.7M +$13.3M 2 11.21% Increased