← 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
Eaton Vance Management
Eaton Vance Management
Massachusetts
$23M -$387K 3 0.04% Reduced
302
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$22.7M +$2.05M 4 0.19% Increased
303
AP
Archon Partners
New Jersey
$22.7M $0 1 3.56% Maintained
304
NP
NS Partners
United Kingdom
$22.6M +$170K 2 1.49% Increased
305
SW
SVB Wealth
Massachusetts
$22.5M +$1.63M 2 0.37% Increased
306
Nissay Asset Management
Nissay Asset Management
Japan
$22.4M +$1.12M 4 0.38% Increased
307
Marshall Wace North America
Marshall Wace North America
New York
$22.2M +$4.29M 6 0.14% Increased
308
Penserra Capital Management
Penserra Capital Management
California
$22M +$5.17M 6 0.84% Increased
309
AHC
Adell Harriman & Carpenter
Texas
$22M +$2.24M 2 3.29% Increased
310
YCMGA
York Capital Management Global Advisors
New York
$21.8M -$1.56M 1 1.21% Reduced
311
HCM
Hilton Capital Management
New York
$21.7M +$22.1M 1 2.6% New
312
Fred Alger Management
Fred Alger Management
New York
$21.6M +$456K 4 0.06% Increased
313
HCM
Hahn Capital Management
California
$21.3M -$14.2M 1 5.45% Reduced
314
AIM
Allen Investment Management
New York
$21.2M -$2.62M 1 0.39% Reduced
315
NIM
NXG Investment Management
Texas
$20.9M -$396K 6 3.01% Reduced
316
R.M. Davis Inc
R.M. Davis Inc
Maine
$20.6M +$5.12M 1 0.67% Increased
317
Bridgewater Associates
Bridgewater Associates
Connecticut
$20.5M +$5.72M 1 0.25% Increased
318
JAM
JLP Asset Management
New York
$20.5M -$3.68M 2 17.84% Reduced
319
MSA
Mason Street Advisors
Wisconsin
$20.5M -$292K 4 0.4% Reduced
320
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$20.4M +$447K 5 0.07% Increased
321
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$20.2M +$8.49M 3 0.21% Increased
322
Welch & Forbes
Welch & Forbes
Massachusetts
$20.1M -$221K 2 0.43% Reduced
323
PHK
Point72 Hong Kong
Hong Kong
$20M -$11M 5 2.12% Reduced
324
Första AP-fonden
Första AP-fonden
Sweden
$19.8M +$4.25M 3 0.41% Increased
325
CRM
Cramer Rosenthal McGlynn
Connecticut
$19.7M -$9.76M 1 0.8% Reduced