← 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
276
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.3M -$449K 3 0.29% Reduced
277
GHAM
Gilman Hill Asset Management
Connecticut
$12.2M -$226K 2 5.02% Reduced
278
Sentry Investments
Sentry Investments
Ontario, Canada
$12M +$10.8M 1 0.11% New
279
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$11.8M +$158K 4 0.1% Increased
280
TCA
Taconic Capital Advisors
New York
$11.7M -$8.78M 1 0.88% Reduced
281
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$11.7M -$1.29M 3 0.06% Reduced
282
Gabelli Funds
Gabelli Funds
New York
$11.5M -$449K 3 0.07% Reduced
283
AIP
ARS Investment Partners
New York
$11.5M -$3.43M 1 2.57% Reduced
284
ClearBridge Investments
ClearBridge Investments
New York
$11.5M -$4.86M 2 0.01% Reduced
285
ANI
American National Insurance
Texas
$11M $0 2 0.65% Maintained
286
KAM
Keeley Asset Management
Illinois
$10.9M -$1.16M 1 0.45% Reduced
287
AssetMark Inc
AssetMark Inc
California
$10.9M +$641K 4 0.18% Increased
288
Baird Financial Group
Baird Financial Group
Wisconsin
$10.9M -$2.45M 1 0.1% Reduced
289
AHC
Adell Harriman & Carpenter
Texas
$10.3M -$515K 1 2.68% Reduced
290
Sterling Capital Management
Sterling Capital Management
North Carolina
$10.2M -$181K 2 0.09% Reduced
291
SIC
Schwartz Investment Counsel
Michigan
$10.2M -$333K 1 0.74% Reduced
292
ICRM
Insight Capital Research & Management
California
$10.1M +$1.85M 2 3.53% Increased
293
Korea Investment Corp
Korea Investment Corp
South Korea
$10.1M +$3.44M 2 0.06% Increased
294
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.94M +$3.86M 3 0.11% Increased
295
TAM
Tealwood Asset Management
Minnesota
$9.86M +$3.77M 2 4.44% Increased
296
Driehaus Capital Management
Driehaus Capital Management
Illinois
$9.79M +$1.03M 3 0.35% Increased
297
MTIP
Magee Thomson Investment Partners
California
$9.79M +$8.81M 1 3.42% New
298
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$9.76M -$39.2M 4 0.07% Reduced
299
DP
Dearborn Partners
Illinois
$9.72M -$63.2K 1 0.84% Reduced
300
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$9.5M +$8.27M 1 0.32% New