← 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
PR
Payden & Rygel
California
$12.9M +$412K 1 1.13% Increased
252
DP
Dearborn Partners
Illinois
$12.9M +$655K 1 0.95% Increased
253
Fenimore Asset Management
Fenimore Asset Management
New York
$12.8M $0 1 0.53% Maintained
254
AP
Archon Partners
New Jersey
$12.8M $0 1 2.97% Maintained
255
CRIM
Castle Ridge Investment Management
Connecticut
$12.7M +$2.45M 2 4.63% Increased
256
Castleark Management
Castleark Management
Illinois
$12.5M +$1.52M 2 0.41% Increased
257
MCM
McKinley Capital Management
Alaska
$12.1M -$536K 1 0.45% Reduced
258
APG Asset Management
APG Asset Management
Netherlands
$12.1M $0 2 0.02% Maintained
259
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$12M +$5.04M 1 1.03% Increased
260
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$12M +$2.98M 3 0.14% Increased
261
1832 Asset Management
1832 Asset Management
Ontario, Canada
$11.9M +$5.15M 2 0.05% Increased
262
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$11.9M -$2.38M 3 0.14% Reduced
263
MHIC
Marble Harbor Investment Counsel
Massachusetts
$11.5M -$45.6K 1 2.5% Reduced
264
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$11.5M -$1.77M 3 0.29% Reduced
265
BAM
Baring Asset Management
United Kingdom
$11.3M $0 1 0.73% Maintained
266
AHC
Adell Harriman & Carpenter
Texas
$11.2M +$38.6K 2 2.54% Increased
267
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$11.2M -$873K 3 0.23% Reduced
268
Gabelli Funds
Gabelli Funds
New York
$11M -$33.3K 3 0.07% Reduced
269
M&T Bank
M&T Bank
New York
$11M -$1.58M 4 0.07% Reduced
270
Jefferies Group
Jefferies Group
New York
$10.9M +$6.51M 3 0.07% Increased
271
Mutual of America Capital Management
Mutual of America Capital Management
New York
$10.8M -$1.02M 4 0.19% Reduced
272
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$10.7M +$10.6M 1 0.5% New
273
B
BP
United Kingdom
$10.5M +$3.45M 2 0.39% Increased
274
CIBC World Markets
CIBC World Markets
New York
$10.5M +$2.21M 3 0.11% Increased
275
DCM
Dupont Capital Management
Delaware
$10.4M +$3.4M 3 0.23% Increased