← 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
NIM
NXG Investment Management
Texas
$21.6M +$12M 6 2.44% Increased
302
Panagora Asset Management
Panagora Asset Management
Massachusetts
$21.5M -$599K 6 0.14% Reduced
303
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$21.4M +$1.97M 4 0.14% Increased
304
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$21.1M -$7.73M 3 0.49% Reduced
305
AP
Archon Partners
New Jersey
$20.9M $0 1 3.8% Maintained
306
SIC
Schwartz Investment Counsel
Michigan
$20.6M +$903K 2 1.12% Increased
307
Fred Alger Management
Fred Alger Management
New York
$20.5M +$431K 4 0.07% Increased
308
Krane Funds Advisors
Krane Funds Advisors
New York
$20.5M +$13.7M 3 1.23% Increased
309
Andra AP-fonden
Andra AP-fonden
Sweden
$20.3M -$6.08M 4 0.59% Reduced
310
Nissay Asset Management
Nissay Asset Management
Japan
$20.1M +$1.72M 4 0.39% Increased
311
BTP
Bloom Tree Partners
New York
$20.1M +$13.6M 1 2.42% New
312
MSA
Mason Street Advisors
Wisconsin
$20M +$644K 4 0.4% Increased
313
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$19.9M +$523K 3 0.25% Increased
314
Harvest Fund Management
Harvest Fund Management
China
$19.8M +$12.1M 5 1.83% Increased
315
Welch & Forbes
Welch & Forbes
Massachusetts
$19.7M -$3.81M 2 0.46% Reduced
316
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$19.6M +$5.62M 4 0.19% Increased
317
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.3M +$1.32M 5 0.07% Increased
318
SW
SVB Wealth
Massachusetts
$19.3M +$17.5M 2 0.36% Increased
319
GIM
Grassi Investment Management
California
$19.3M -$215K 2 2.78% Reduced
320
Gabelli Funds
Gabelli Funds
New York
$19.2M -$676K 4 0.16% Reduced
321
WCM
Woodson Capital Management
Connecticut
$19M -$15.6M 1 1.46% Reduced
322
AHC
Adell Harriman & Carpenter
Texas
$18.6M +$1.82M 2 3.19% Increased
323
WI
Wafra Inc
New York
$18.2M $0 1 1.15% Maintained
324
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$18.1M +$110K 3 0.41% Increased
325
TBA
Tower Bridge Advisors
Pennsylvania
$17.6M -$730K 1 1.98% Reduced