← 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
326
WCP
Waterfront Capital Partners
New York
$19.5M -$9.97M 1 3.14% Reduced
327
Perpetual Ltd
Perpetual Ltd
Australia
$19.4M +$19.9M 3 1.39% New
328
SIC
Schwartz Investment Counsel
Michigan
$19.3M -$2.78M 2 0.98% Reduced
329
Gabelli Funds
Gabelli Funds
New York
$19.3M -$492K 4 0.15% Reduced
330
GIM
Grassi Investment Management
California
$19.2M -$70.6K 2 2.72% Reduced
331
SM
Selkirk Management
New Jersey
$19M +$2.72M 2 6.05% Increased
332
PC
Port Capital
Illinois
$19M +$20.8M 1 1.64% New
333
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$18.9M +$875K 6 0.6% Increased
334
Azimuth Capital Management
Azimuth Capital Management
Michigan
$18.9M +$107K 3 1.11% Increased
335
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$18.9M +$12.6M 6 0.82% Increased
336
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.9M +$590K 2 1.32% Increased
337
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$18.4M -$132K 4 0.33% Reduced
338
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$18.4M +$1.71M 2 0.66% Increased
339
Washington Trust
Washington Trust
Rhode Island
$18.2M +$108K 3 0.67% Increased
340
WI
Wafra Inc
New York
$18.2M -$620K 1 1.03% Reduced
341
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$18.2M -$494K 3 0.37% Reduced
342
LBIM
Land & Buildings Investment Management
Connecticut
$18.2M +$5.13M 1 3.15% Increased
343
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$18M -$72.8K 1 0.47% Reduced
344
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$18M +$18.2M 4 0.31% New
345
Great Lakes Advisors
Great Lakes Advisors
Illinois
$18M +$4.06M 3 0.38% Increased
346
TBA
Tower Bridge Advisors
Pennsylvania
$17.8M -$463K 1 1.82% Reduced
347
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$17.6M +$6.99M 7 0.26% Increased
348
Harvest Fund Management
Harvest Fund Management
China
$17.5M -$126K 4 1.45% Reduced
349
Andra AP-fonden
Andra AP-fonden
Sweden
$17.5M -$3.84M 4 0.47% Reduced
350
MP
Marlowe Partners
New York
$17.4M -$8.41M 2 10.14% Reduced