← 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	ZP Zimmer Partners New York	$23.8M	-$136M	3	0.37%	Reduced
302	Gradient Investments Arden Hills, Minnesota	$23.8M	-$11.2M	3	0.67%	Reduced
303	Lockheed Martin Investment Management Bethesda, Maryland	$23.6M	+$8.96M	2	1.28%	Increased
304	AP Archon Partners Princeton Junction, New Jersey	$23.5M	$0	1	2.96%	Maintained
305	Bahl & Gaynor Cincinnati, Ohio	$23.2M	-$6.85M	1	0.14%	Reduced
306	DCP Diameter Capital Partners New York	$23.2M	+$6.39M	1	2.1%	Increased
307	CA CapWealth Advisors Franklin, Tennessee	$23.2M	-$110K	1	2.54%	Reduced
308	Bowen Hanes & Co Ponte Vedra Beach, Florida	$23.1M	-$7.69K	2	0.71%	Reduced
309	Brinker Capital Investments Berwyn, Pennsylvania	$23M	$0	4	0.36%	Maintained
310	DCM Dupont Capital Management Wilmington, Delaware	$22.9M	-$3.42M	5	0.72%	Reduced
311	Adams Diversified Equity Fund Baltimore, Maryland	$22.8M	+$2.66M	1	0.9%	Increased
312	SCM Segantii Capital Management Hong Kong	$22.8M	+$21.7M	2	0.74%	Increased
313	Teacher Retirement System of Texas Austin, Texas	$22.8M	-$32.4M	5	0.12%	Reduced
314	Two Sigma Investments New York	$22.7M	+$14.9M	2	0.05%	Increased
315	BM Bridger Management New York	$22.4M	$0	1	2.62%	Maintained
316	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$22.3M	-$9.61M	5	0.53%	Reduced
317	Andra AP-fonden Goteborg, Sweden	$22.3M	-$1.44M	6	0.46%	Reduced
318	CCMIC Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada	$22.2M	+$243K	1	1.21%	Increased
319	Frontier Capital Management Boston, Massachusetts	$21.9M	-$1.55M	1	0.17%	Reduced
320	SG Americas Securities New York	$21.9M	-$16.2M	8	0.1%	Reduced
321	Dai-ichi Life Insurance Company Tokyo, Japan	$21.7M	+$1.98M	4	0.28%	Increased
322	Calamos Advisors Naperville, Illinois	$21.6M	+$1.51M	2	0.09%	Increased
323	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$21.6M	-$1.03M	4	0.05%	Reduced
324	NIG NFJ Investment Group Dallas, Texas	$21.5M	-$5.79M	2	0.42%	Reduced
325	NN Investment Partners Holdings The Hague, Netherlands	$21.4M	-$17.2M	3	0.12%	Reduced