← 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
YCMGA
York Capital Management Global Advisors
New York
$22.8M -$1.94M 1 2.25% Reduced
327
PHK
Point72 Hong Kong
Hong Kong
$22.8M -$2.28M 4 1.03% Reduced
328
Quadrature Capital
Quadrature Capital
United Kingdom
$22.5M +$16.2M 4 1.1% Increased
329
AHC
Adell Harriman & Carpenter
Texas
$22.4M +$650K 2 2.95% Increased
330
Harvest Fund Management
Harvest Fund Management
China
$22.4M -$3.39M 3 1.94% Reduced
331
Empyrean Capital Partners
Empyrean Capital Partners
California
$22.3M +$21.6M 1 0.73% New
332
Welch & Forbes
Welch & Forbes
Massachusetts
$22.1M +$162K 2 0.43% Increased
333
CA
CapWealth Advisors
Tennessee
$22M -$846K 1 2.62% Reduced
334
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$22M -$247K 4 0.15% Reduced
335
SG Americas Securities
SG Americas Securities
New York
$21.6M +$10.2M 8 0.12% Increased
336
AP
Archon Partners
New Jersey
$21.3M $0 1 2.86% Maintained
337
ZR
Zeno Research
New York
$20.6M +$20.4M 3 12.18% New
338
Calamos Advisors
Calamos Advisors
Illinois
$20.6M -$7.28M 3 0.12% Reduced
339
CRM
Cramer Rosenthal McGlynn
Connecticut
$20.5M +$2.11M 1 0.65% Increased
340
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$20.5M +$4.05M 4 0.04% Increased
341
Nissay Asset Management
Nissay Asset Management
Japan
$20.5M -$1.01M 4 0.31% Reduced
342
MSA
Mason Street Advisors
Wisconsin
$20M +$122K 4 0.34% Increased
343
SM
Selkirk Management
New Jersey
$20M +$38.9K 2 6.49% Increased
344
HCM
Hahn Capital Management
California
$19.6M -$452K 1 4.02% Reduced
345
Commerce Bank
Commerce Bank
Missouri
$19.4M +$7.33M 3 0.16% Increased
346
AIM
Allen Investment Management
New York
$19.3M -$610K 1 0.33% Reduced
347
Fred Alger Management
Fred Alger Management
New York
$19.3M -$1.34M 3 0.05% Reduced
348
B
BP
United Kingdom
$19.2M -$15M 4 0.58% Reduced
349
Gabelli Funds
Gabelli Funds
New York
$19.2M +$421K 5 0.14% Increased
350
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$19.1M +$3.96M 4 0.78% Increased