← 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
Artemis Investment Management
Artemis Investment Management
United Kingdom
$17M +$17.2M 1 0.19% New
252
Alyeska Investment Group
Alyeska Investment Group
Illinois
$16.9M +$11.4M 1 0.18% Increased
253
PHAM
Pacific Heights Asset Management
California
$16.9M -$5.99M 1 1.85% Reduced
254
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$16.8M +$311K 5 0.35% Increased
255
SH
SeaTown Holdings
Singapore
$16.7M +$17.1M 1 2.52% New
256
Utah Retirement Systems
Utah Retirement Systems
Utah
$16.7M +$252K 4 0.32% Increased
257
Jefferies Group
Jefferies Group
New York
$16.6M +$13.8M 3 0.11% Increased
258
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$16.5M +$8.79M 2 0.28% Increased
259
Hancock Whitney
Hancock Whitney
Mississippi
$16.4M +$4.29M 2 0.46% Increased
260
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$16.2M $0 3 0.35% Maintained
261
WCP
Waterfront Capital Partners
New York
$16.2M -$14.6M 2 2.17% Reduced
262
CA
CapWealth Advisors
Tennessee
$16.1M +$266K 1 2.64% Increased
263
CCM
Criterion Capital Management
California
$15.8M -$42.3M 1 2.38% Reduced
264
SIC
Schwartz Investment Counsel
Michigan
$15.7M +$3.94M 1 0.84% Increased
265
PR
Payden & Rygel
California
$15.6M -$1.25M 1 1.19% Reduced
266
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.6M -$157K 5 0.26% Reduced
267
MSL
Mackay Shields LLC
New York
$15.6M -$4.07M 3 0.12% Reduced
268
OAM
Oxford Asset Management
United Kingdom
$15.4M +$15.9M 3 0.32% New
269
Lazard Asset Management
Lazard Asset Management
New York
$15.3M -$9.21M 2 0.02% Reduced
270
Fenimore Asset Management
Fenimore Asset Management
New York
$15.2M -$1.2K 1 0.53% Reduced
271
TBA
Tower Bridge Advisors
Pennsylvania
$15M +$210K 1 1.57% Increased
272
GCA
GSI Capital Advisors
California
$14.9M -$749K 2 7.75% Reduced
273
SFM
Systematic Financial Management
New Jersey
$14.6M -$172K 1 0.35% Reduced
274
SM
Selkirk Management
New Jersey
$14.5M -$4.51M 1 7.41% Reduced
275
Baird Financial Group
Baird Financial Group
Wisconsin
$14.5M -$566K 4 0.09% Reduced