← 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
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$24.3M -$1.35M 3 0.28% Reduced
302
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.1M -$1.02M 7 0.2% Reduced
303
Osaic Holdings
Osaic Holdings
Arizona
$23.9M -$6.29M 12 0.04% Reduced
304
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$23.9M +$1.86M 1 0.72% Increased
305
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$23.9M +$303K 2 0.7% Increased
306
Bridgewater Associates
Bridgewater Associates
Connecticut
$23.8M +$443K 3 0.09% Increased
307
Brookstone Capital Management
Brookstone Capital Management
Illinois
$23.6M +$2.55M 3 0.27% Increased
308
Xponance
Xponance
Pennsylvania
$23.6M +$1.21M 3 0.18% Increased
309
Americana Partners
Americana Partners
Texas
$23.6M +$26.4M 2 0.65% New
310
CCM
Clearfield Capital Management
New York
$23.2M +$29.9M 2 10.42% Increased
311
PHAM
Pacific Heights Asset Management
California
$23.2M +$4.11M 1 0.87% Increased
312
R.M. Davis Inc
R.M. Davis Inc
Maine
$23.2M -$1.51M 2 0.4% Reduced
313
Acadian Asset Management
Acadian Asset Management
Massachusetts
$23M -$68.8M 4 0.04% Reduced
314
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$22.9M +$213K 4 0.06% Increased
315
Yousif Capital Management
Yousif Capital Management
Michigan
$22.7M -$1.35M 4 0.25% Reduced
316
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$22.6M -$1.08M 9 0.01% Reduced
317
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6M +$4.25M 5 0.09% Increased
318
Ninety One (UK)
Ninety One (UK)
United Kingdom
$22.4M $0 1 0.05% Maintained
319
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$22.3M +$8.08M 3 0.16% Increased
320
Tredje AP-fonden
Tredje AP-fonden
Sweden
$22M +$770K 2 0.17% Increased
321
Vident Advisory
Vident Advisory
Georgia
$21.9M -$7.79M 7 0.2% Reduced
322
New York Life Investment Management
New York Life Investment Management
New York
$21.8M -$11.8K 3 0.19% Reduced
323
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$21.7M -$588K 4 0.13% Reduced
324
LMR Partners
LMR Partners
United Kingdom
$21.6M +$15.8M 2 0.04% Increased
325
TCM
Tensile Capital Management
California
$21.4M $0 1 2.77% Maintained