← 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
251	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$11M	-$198K	1	2.82%	Reduced
252	LI LMCG Investments Boston, Massachusetts	$11M	-$7.56M	1	0.24%	Reduced
253	Capital International Sarl Los Angeles, California	$10.7M	-$2.83M	2	0.79%	Reduced
254	BIM Barton Investment Management West Conshohocken, Pennsylvania	$10.7M	+$82.1K	1	3.78%	Increased
255	HSS Harrison Street Securities Chicago, Illinois	$10.6M	+$5.87M	2	5.02%	Increased
256	KAM Knightsbridge Asset Management Newport Beach, California	$10.6M	-$1.28M	1	5.48%	Reduced
257	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$10.5M	+$472K	1	1.33%	Increased
258	ClearBridge Investments New York	$10.4M	$0	1	0.01%	Maintained
259	SCA Signpost Capital Advisors New York	$10.4M	-$20.2M	1	2.96%	Reduced
260	Gabelli Funds Rye, New York	$10.3M	-$76K	3	0.05%	Reduced
261	GA Gagnon Advisors New York	$10.2M	-$2.64M	1	7.01%	Reduced
262	TAM Tiverton Asset Management Wilimington, Delaware	$10.2M	$0	1	0.2%	Maintained
263	GLI Guardian Life Insurance New York	$10M	+$765	2	0.87%	Increased
264	Westwood Holdings Group Dallas, Texas	$9.87M	+$499K	1	0.07%	Increased
265	BACM Blue Arrow Capital Management New York	$9.85M	+$10.4M	1	0.96%	New
266	CA CapWealth Advisors Franklin, Tennessee	$9.82M	+$235K	1	2.31%	Increased
267	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$9.6M	+$25.5K	2	0.03%	Increased
268	Arrowstreet Capital Boston, Massachusetts	$9.55M	-$1.83M	2	0.05%	Reduced
269	Zurich Cantonal Bank Zurich, Switzerland	$9.19M	+$2.4M	4	0.13%	Increased
270	AIG American International Group New York	$9.16M	+$32.8K	4	0.04%	Increased
271	HighTower Advisors Chicago, Illinois	$9.16M	+$2.23M	3	0.15%	Increased
272	TA Teton Advisors Rye, New York	$9.09M	-$2.81K	2	0.62%	Reduced
273	BNP Paribas Financial Markets Paris, France	$8.99M	+$2.53M	6	0.03%	Increased
274	State of New Jersey Common Pension Fund D Trenton, New Jersey	$8.99M	+$3.46M	2	0.03%	Increased
275	SRFM Shannon River Fund Management New York	$8.89M	-$11.5M	1	0.87%	Reduced