← 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	TAM Tiverton Asset Management Wilimington, Delaware	$12.4M	+$317K	1	0.39%	Increased
252	Retirement Systems of Alabama Montgomery, Alabama	$12.4M	-$252K	2	0.07%	Reduced
253	NIP Nicholas Investment Partners Rancho Santa Fe, California	$12.4M	+$6.81M	2	0.86%	Increased
254	I.G. Investment Management Winnipeg, Manitoba, Canada	$12.4M	+$667K	2	0.05%	Increased
255	GLI Guardian Life Insurance New York	$12.3M	+$291K	2	1.24%	Increased
256	State of New Jersey Common Pension Fund D Trenton, New Jersey	$12.2M	+$884K	2	0.05%	Increased
257	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$12.1M	+$156K	1	1.58%	Increased
258	RC Raine Capital New York	$12.1M	+$11.7M	1	10.09%	New
259	ClearBridge Investments New York	$11.8M	+$1.73K	1	0.01%	Increased
260	LCP LeVasseur Capital Partners Newport Beach, California	$11.8M	-$6.93M	1	14.22%	Reduced
261	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$11.7M	+$849K	1	4.37%	Increased
262	HighTower Advisors Chicago, Illinois	$11.3M	-$3.26M	3	0.13%	Reduced
263	AIG American International Group New York	$11.3M	+$669K	4	0.05%	Increased
264	ZWJ Investment Counsel Atlanta, Georgia	$11.2M	+$198K	1	1.22%	Increased
265	Chilton Capital Management Houston, Texas	$11.2M	+$6.36K	1	1.17%	Increased
266	QF QVT Financial New York	$11.1M	-$20.2M	1	0.62%	Reduced
267	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$10.8M	+$345K	2	0.03%	Increased
268	BREA Barings Real Estate Advisers Hartford, Connecticut	$10.6M	+$10.2M	2	5.18%	New
269	ACP Arrowgrass Capital Partners London, United Kingdom	$10.6M	+$10.2M	1	2.8%	New
270	HCS Harvest Capital Strategies San Francisco, California	$10.6M	-$584K	1	1.45%	Reduced
271	LSCM Light Street Capital Management Palo Alto, California	$10.6M	-$15.1M	1	1.38%	Reduced
272	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$10.5M	+$995K	1	0.11%	Increased
273	Westwood Holdings Group Dallas, Texas	$10.5M	+$350K	1	0.09%	Increased
274	Gabelli Funds Rye, New York	$10.3M	+$2.13M	3	0.06%	Increased
275	Capital International Sarl Los Angeles, California	$10.2M	+$613K	2	0.86%	Increased