← 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
Castle Hook Partners
Castle Hook Partners
New York
$13.1M +$10.1M 2 0.66% Increased
302
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$12.9M +$1.48M 7 0.01% Increased
303
GS
Gagnon Securities
New York
$12.8M +$4.4M 1 2.79% Increased
304
DA
Duality Advisers
Florida
$12.7M +$10.2M 2 0.75% Increased
305
DP
Dearborn Partners
Illinois
$12.4M +$127K 1 0.83% Increased
306
Pacer Advisors
Pacer Advisors
Pennsylvania
$12.4M +$9.29M 6 0.34% Increased
307
Squarepoint
Squarepoint
New York
$12.2M -$22.4M 3 0.13% Reduced
308
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$12.1M +$178K 3 0.14% Increased
309
Congress Asset Management
Congress Asset Management
Massachusetts
$12.1M -$80.6K 1 0.16% Reduced
310
RCM
Riverpark Capital Management
New York
$12.1M -$8.06M 1 2.75% Reduced
311
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$12M +$266K 4 0.22% Increased
312
Amalgamated Bank
Amalgamated Bank
New York
$11.9M +$428K 4 0.29% Increased
313
Första AP-fonden
Första AP-fonden
Sweden
$11.9M +$408K 4 0.52% Increased
314
SCM
Spyglass Capital Management
California
$11.7M +$4.45M 1 4.54% Increased
315
Calamos Advisors
Calamos Advisors
Illinois
$11.7M +$98.1K 2 0.07% Increased
316
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.5M -$26.4K 3 0.1% Reduced
317
Sterling Capital Management
Sterling Capital Management
North Carolina
$11.4M $0 3 0.11% Maintained
318
Washington Trust
Washington Trust
Rhode Island
$11.4M +$215K 2 0.64% Increased
319
SOAMC
Spirit of America Management Corp
New York
$11.2M +$18.7K 3 1.64% Increased
320
Sands Capital Management
Sands Capital Management
Virginia
$11.2M +$381K 1 0.03% Increased
321
AHC
Adell Harriman & Carpenter
Texas
$11.2M +$577K 2 2.17% Increased
322
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$10.8M +$635K 2 0.65% Increased
323
CIA
CCM Investment Advisers
South Carolina
$10.8M +$5.25M 1 1.82% Increased
324
GA
GRS Advisors
Illinois
$10.7M +$10.1M 2 6.26% New
325
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$10.6M +$8.96M 1 0.03% New