← 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	Ferguson Wellman Capital Management Portland, Oregon	$14.5M	+$14.2M	1	0.52%	New
252	Baird Financial Group Milwaukee, Wisconsin	$14.3M	-$378K	2	0.11%	Reduced
253	TAM Tealwood Asset Management Minneapolis, Minnesota	$14M	+$4.24M	2	5.04%	Increased
254	Hancock Whitney Gulfport, Mississippi	$13.8M	-$827K	2	0.59%	Reduced
255	DP Dearborn Partners Chicago, Illinois	$13.6M	+$154K	1	1%	Increased
256	APG Asset Management Amsterdam, Netherlands	$13.6M	+$1.03M	2	0.02%	Increased
257	Congress Asset Management Boston, Massachusetts	$13.5M	+$5.24M	1	0.21%	Increased
258	Castleark Management Chicago, Illinois	$13.5M	+$306K	2	0.42%	Increased
259	FCI Financial Counselors Inc Overland Park, Kansas	$13.5M	-$1.58M	1	0.66%	Reduced
260	Fenimore Asset Management Cobleskill, New York	$13.5M	-$5.78K	1	0.54%	Reduced
261	AP Archon Partners Princeton Junction, New Jersey	$13.3M	$0	1	3.1%	Maintained
262	Davis Selected Advisers Tucson, Arizona	$13.1M	-$6.38M	1	0.06%	Reduced
263	PR Payden & Rygel Los Angeles, California	$13.1M	-$416K	1	1.31%	Reduced
264	Nisa Investment Advisors St. Louis, Missouri	$13.1M	+$358K	3	0.15%	Increased
265	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$13M	-$21.1K	1	2.66%	Reduced
266	Squarepoint New York	$12.9M	-$9.53M	1	0.25%	Reduced
267	Fjarde Ap-fonden Stockholm, Sweden	$12.7M	+$843K	3	0.24%	Increased
268	ExxonMobil Investment Management Irving, Texas	$12.7M	+$488K	3	0.32%	Increased
269	Mutual of America Capital Management New York	$12.6M	+$1.23M	4	0.21%	Increased
270	Sterling Capital Management Charlotte, North Carolina	$12.6M	+$2.45M	3	0.12%	Increased
271	Jefferies Group New York	$12.5M	+$1.24M	4	0.08%	Increased
272	Rafferty Asset Management New York	$12.4M	+$2.14M	4	0.28%	Increased
273	MSA Mason Street Advisors Milwaukee, Wisconsin	$12.3M	+$1.25M	4	0.29%	Increased
274	B BP London, United Kingdom	$12.2M	+$1.2M	3	0.43%	Increased
275	HCMT Highland Capital Management (Texas) Dallas, Texas	$12.2M	+$2.7M	1	0.54%	Increased