← 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
GCA
GSI Capital Advisors
California
$21M +$5.79M 1 9.23% Increased
327
Andra AP-fonden
Andra AP-fonden
Sweden
$21M -$4.4M 4 0.46% Reduced
328
Curi RMB Capital
Curi RMB Capital
Illinois
$20.8M +$18.5M 2 0.77% Increased
329
Rathbones Group
Rathbones Group
United Kingdom
$20.8M +$5.65M 1 0.27% Increased
330
CA
CapWealth Advisors
Tennessee
$20.8M -$196K 1 2.36% Reduced
331
SM
Selkirk Management
New Jersey
$20.7M +$4.07M 2 6.17% Increased
332
Nissay Asset Management
Nissay Asset Management
Japan
$20.7M +$310K 4 0.2% Increased
333
Bridgewater Associates
Bridgewater Associates
Connecticut
$20.5M -$6.01M 2 0.18% Reduced
334
Eaton Vance Management
Eaton Vance Management
Massachusetts
$20.4M -$2.44M 6 0.03% Reduced
335
Ninety One (UK)
Ninety One (UK)
United Kingdom
$20.4M -$5.6M 1 0.06% Reduced
336
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$20.4M +$3.71M 4 0.41% Increased
337
HS
Hazelview Securities
Ontario, Canada
$20.3M +$753K 1 3.1% Increased
338
AP
Archon Partners
New Jersey
$20.3M $0 1 2.83% Maintained
339
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$20M +$1.81M 4 0.72% Increased
340
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$19.9M +$3.46M 2 0.64% Increased
341
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$19.5M -$9.98M 3 0.13% Reduced
342
Harvest Fund Management
Harvest Fund Management
China
$19.4M -$1.71M 3 1.88% Reduced
343
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$19.3M -$5.96M 7 0.24% Reduced
344
NEI
Northwest & Ethical Investments
Ontario, Canada
$19.3M +$1.44M 2 0.68% Increased
345
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$19.1M +$18.2M 2 1.08% Increased
346
FFM
Fullerton Fund Management
Singapore
$19.1M -$3.67M 1 1.47% Reduced
347
Artisan Partners
Artisan Partners
Wisconsin
$19M +$7.93M 1 0.02% Increased
348
Gabelli Funds
Gabelli Funds
New York
$18M -$141K 5 0.12% Reduced
349
EARNEST Partners
EARNEST Partners
Georgia
$17.9M +$18.3M 3 0.11% Increased
350
MHIC
Marble Harbor Investment Counsel
Massachusetts
$17.7M +$121K 1 2.43% Increased