← 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
Rafferty Asset Management
Rafferty Asset Management
New York
$16.2M +$4.06M 4 0.28% Increased
252
VEPM
Vista Equity Partners Management
California
$15.9M +$16M 1 1.81% New
253
Kennedy Capital Management
Kennedy Capital Management
Missouri
$15.2M -$653K 1 0.27% Reduced
254
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$15.2M +$3.39M 1 1.21% Increased
255
DAC
Dividend Assets Capital
South Carolina
$15.1M -$74.5K 1 0.68% Reduced
256
GCA
GSI Capital Advisors
California
$15M +$6.1M 2 8.28% Increased
257
TPCM
Three Peaks Capital Management
Colorado
$14.7M +$7.51M 2 2.2% Increased
258
Baird Financial Group
Baird Financial Group
Wisconsin
$14.7M +$674K 2 0.1% Increased
259
HighTower Advisors
HighTower Advisors
Illinois
$14.5M -$1.05M 3 0.12% Reduced
260
Stephens Inc
Stephens Inc
Arkansas
$14.5M -$1.13M 4 0.54% Reduced
261
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$14.5M -$311K 3 0.27% Reduced
262
TBA
Tower Bridge Advisors
Pennsylvania
$14.4M +$214K 1 1.55% Increased
263
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$14.4M +$425K 1 0.5% Increased
264
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$14.3M +$8.47M 1 0.45% Increased
265
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$14.3M -$8.39M 4 0.02% Reduced
266
DI
Dalton Investments
Nevada
$14.1M +$7.72M 1 5.32% Increased
267
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$14.1M +$5.37M 4 0.21% Increased
268
CIBC World Markets
CIBC World Markets
New York
$14M +$4.09M 3 0.1% Increased
269
TAM
Tealwood Asset Management
Minnesota
$13.6M -$179K 2 5.04% Reduced
270
Congress Asset Management
Congress Asset Management
Massachusetts
$13.6M -$209K 1 0.2% Reduced
271
Hancock Whitney
Hancock Whitney
Mississippi
$13.5M -$516K 2 0.56% Reduced
272
AP
Archon Partners
New Jersey
$13.5M $0 1 2.94% Maintained
273
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$13.4M +$906K 3 0.2% Increased
274
HCM
Hodges Capital Management
Texas
$13.4M -$3.4M 1 0.98% Reduced
275
NIMC
NWQ Investment Management Company
California
$13.4M -$349K 1 0.17% Reduced