← 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
301
RCM
Riverhead Capital Management
Delaware
$8.93M -$750K 3 0.58% Reduced
302
DP
Dearborn Partners
Illinois
$8.83M +$177K 1 0.75% Increased
303
Los Angeles Capital Management
Los Angeles Capital Management
California
$8.78M +$2.9M 2 0.07% Increased
304
Baird Financial Group
Baird Financial Group
Wisconsin
$8.76M -$1.19M 1 0.08% Reduced
305
CCM
Century Capital Management
Massachusetts
$8.68M -$4.56M 1 1.07% Reduced
306
HCM
Hodges Capital Management
Texas
$8.53M +$7.15M 1 0.41% Increased
307
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.4M +$500K 3 0.09% Increased
308
TAM
Tealwood Asset Management
Minnesota
$8.26M -$381K 2 3.66% Reduced
309
AIP
ARS Investment Partners
New York
$8.09M -$2.66M 1 1.77% Reduced
310
Capital International Sarl
Capital International Sarl
California
$8.04M +$19.3K 2 0.68% Increased
311
Congress Asset Management
Congress Asset Management
Massachusetts
$7.67M -$709K 1 0.17% Reduced
312
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$7.63M +$7.98M 2 1.08% New
313
GCA
GSI Capital Advisors
California
$7.58M +$40.7K 1 6.3% Increased
314
FIM
Friedberg Investment Management
Texas
$7.53M +$346K 2 3.24% Increased
315
CC
Colrain Capital
Massachusetts
$7.47M -$1.41M 1 1.69% Reduced
316
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$7.42M -$789K 4 0.37% Reduced
317
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$7.32M -$1.52M 4 0.05% Reduced
318
SIC
Schwartz Investment Counsel
Michigan
$7.3M -$2.22M 1 0.52% Reduced
319
Natixis Advisors
Natixis Advisors
Massachusetts
$7.13M +$2.95M 3 0.09% Increased
320
Washington Trust
Washington Trust
Rhode Island
$7.04M +$179K 1 0.46% Increased
321
TU
TDAM USA
Ontario, Canada
$6.96M -$453K 1 0.35% Reduced
322
Westwood Holdings Group
Westwood Holdings Group
Texas
$6.92M -$4.3M 1 0.06% Reduced
323
SCM
Symons Capital Management
Pennsylvania
$6.9M +$6.31K 1 1.69% Increased
324
BB&T Securities
BB&T Securities
Virginia
$6.82M +$2.12M 3 0.1% Increased
325
GS
Gagnon Securities
New York
$6.82M -$4.91M 1 2.9% Reduced