← 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
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17.4M -$11.2M 6 0.02% Reduced
302
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$17.4M -$3.94M 2 0.37% Reduced
303
CMG
Cavalry Management Group
California
$17.3M +$19.8M 1 2.17% New
304
Pinnacle Associates
Pinnacle Associates
New York
$17.3M -$480K 4 0.4% Reduced
305
Jane Street
Jane Street
New York
$17.2M +$8.04M 9 0.01% Increased
306
Shelton Capital Management
Shelton Capital Management
Colorado
$17.2M -$1.64M 3 0.82% Reduced
307
TP
Toronado Partners
California
$17.1M -$2.22M 1 6.02% Reduced
308
VanEck Associates
VanEck Associates
New York
$17.1M -$6.27M 6 0.05% Reduced
309
Two Sigma Investments
Two Sigma Investments
New York
$17M -$30.2M 3 0.06% Reduced
310
AP
Archon Partners
New Jersey
$17M $0 1 3.22% Maintained
311
Yousif Capital Management
Yousif Capital Management
Michigan
$16.9M -$100K 4 0.24% Reduced
312
GCIA
Gabelli & Co Investment Advisers
New York
$16.9M +$10.5M 1 2.19% Increased
313
OA
Oak Associates
Ohio
$16.9M -$5.73M 1 1.43% Reduced
314
Utah Retirement Systems
Utah Retirement Systems
Utah
$16.8M +$123K 4 0.28% Increased
315
NEI
Northwest & Ethical Investments
Ontario, Canada
$16.7M $0 1 0.67% Maintained
316
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$16.7M -$3.09M 3 0.07% Reduced
317
Abeille Asset Management
Abeille Asset Management
France
$16.5M -$502K 2 0.64% Reduced
318
VAM
Vert Asset Management
California
$16.4M +$1.76M 3 15.54% Increased
319
CA
CapWealth Advisors
Tennessee
$16.4M -$206K 1 2.16% Reduced
320
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$16.2M -$245K 2 0.63% Reduced
321
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$16.2M +$629K 2 0.81% Increased
322
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$16.2M -$1.98M 4 0.08% Reduced
323
HPWA
Hall Private Wealth Advisors
North Carolina
$16.1M +$2.05M 2 9.29% Increased
324
FCI
Financial Counselors Inc
Kansas
$16.1M -$293K 1 0.4% Reduced
325
IFM Investors
IFM Investors
Australia
$16.1M +$152K 3 0.29% Increased