← 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
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$16M +$2.49M 3 0.2% Increased
302
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$16M +$14.7M 3 0.2% Increased
303
VC
Vision Capital
Ontario, Canada
$15.9M $0 1 4.67% Maintained
304
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$15.8M +$161K 1 0.58% Increased
305
Davenport & Co
Davenport & Co
Virginia
$15.7M -$32M 2 0.12% Reduced
306
Covea Finance
Covea Finance
France
$15.7M -$772K 1 0.89% Reduced
307
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$15.5M +$19.2K 4 0.29% Increased
308
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
$15.4M -$518K 3 0.87% Reduced
309
Baird Financial Group
Baird Financial Group
Wisconsin
$15.3M -$4.19M 3 0.04% Reduced
310
TCM
Tensile Capital Management
California
$15.2M -$1.41M 1 2.07% Reduced
311
ST
Sabal Trust
Florida
$15.1M +$2.11M 1 1.05% Increased
312
Swiss Life Asset Management
Swiss Life Asset Management
$15M -$2.73M 3 0.23% Reduced
313
Nordea Investment Management
Nordea Investment Management
Sweden
$15M +$1.18M 3 0.02% Increased
314
BC Partners Advisors
BC Partners Advisors
New York
$14.8M $0 1 0.11% Maintained
315
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$14.8M -$1.19M 7 0.01% Reduced
316
LR
Library Research
Hong Kong
$14.7M $0 1 23.07% Maintained
317
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$14.5M -$3.34M 3 0.3% Reduced
318
Hancock Whitney
Hancock Whitney
Mississippi
$14.4M -$241K 3 0.58% Reduced
319
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$14.3M -$604K 4 0.07% Reduced
320
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$14.3M $0 3 0.14% Maintained
321
Ninety One (UK)
Ninety One (UK)
United Kingdom
$14.3M -$2.7M 1 0.04% Reduced
322
Verition Fund Management
Verition Fund Management
Connecticut
$14.2M +$7.79M 4 0.2% Increased
323
HCM
HGI Capital Management
New York
$13.9M -$6.03M 2 9.19% Reduced
324
PDN
Pensionfund DSM Netherlands
Netherlands
$13.8M +$553K 3 9.31% Increased
325
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$13.7M $0 2 0.29% Maintained