← 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
R.M. Davis Inc
R.M. Davis Inc
Maine
$25M +$2.04M 1 0.6% Increased
252
IFM Investors
IFM Investors
Australia
$24.9M +$2.17M 3 0.33% Increased
253
Erste Asset Management
Erste Asset Management
Austria
$24.7M +$663K 2 0.44% Increased
254
NP
NS Partners
United Kingdom
$24.5M -$296K 1 1.29% Reduced
255
SCH
Sylebra Capital (HK)
Hong Kong
$24.5M -$17.1M 1 1% Reduced
256
MCP
Maso Capital Partners
Hong Kong
$24.4M +$14.4M 3 10.72% Increased
257
TCM
Tekne Capital Management
New York
$24.4M +$997K 1 7.58% Increased
258
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$24.1M +$1.5M 3 0.87% Increased
259
Carmignac Gestion
Carmignac Gestion
France
$24M +$1.65M 1 0.41% Increased
260
ProShare Advisors
ProShare Advisors
Maryland
$23.9M +$298K 3 0.07% Increased
261
Penserra Capital Management
Penserra Capital Management
California
$23.7M +$1.6M 5 0.47% Increased
262
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.7M -$4.3M 3 0.16% Reduced
263
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$23.5M $0 1 0.75% Maintained
264
GA
GRS Advisors
Illinois
$23.5M -$610K 2 4.18% Reduced
265
AP
Archon Partners
New Jersey
$23.4M $0 1 3.5% Maintained
266
HPWA
Hall Private Wealth Advisors
North Carolina
$23.3M +$1.99M 3 12.57% Increased
267
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$23.2M -$427K 1 1.42% Reduced
268
Yousif Capital Management
Yousif Capital Management
Michigan
$22.9M +$865K 4 0.28% Increased
269
CIBC World Markets
CIBC World Markets
New York
$22.3M -$21.5M 3 0.18% Reduced
270
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$22.1M -$205K 2 0.89% Reduced
271
LBP AM
LBP AM
France
$21.8M +$2.38M 2 0.52% Increased
272
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$21.5M +$748K 3 0.17% Increased
273
SW
SVB Wealth
Massachusetts
$21.3M -$6.73M 4 0.38% Reduced
274
New York Life Investment Management
New York Life Investment Management
New York
$21.1M +$665K 3 0.22% Increased
275
Utah Retirement Systems
Utah Retirement Systems
Utah
$21.1M -$515K 3 0.29% Reduced