← 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
$18.7M +$2.98M 1 7.04% Increased
327
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$18.7M +$9.09M 2 0.37% Increased
328
BOCH
Blue Owl Capital Holdings
New York
$18.3M $0 1 8.07% Maintained
329
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$18M +$17.7M 2 0.63% New
330
LFDLE
La Financiere de L'Echiquier
France
$17.8M -$14.1M 1 0.73% Reduced
331
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$17.7M +$3.26M 4 0.06% Increased
332
MSL
Mackay Shields LLC
New York
$17.7M -$680K 3 0.16% Reduced
333
ICP
Indus Capital Partners
New York
$17.5M -$291K 1 7.12% Reduced
334
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$17.4M -$2.08M 4 0.27% Reduced
335
SAM
Stansberry Asset Management
Texas
$17.4M +$940K 1 2.82% Increased
336
Mutual of America Capital Management
Mutual of America Capital Management
New York
$17.3M -$10M 3 0.18% Reduced
337
Covea Finance
Covea Finance
France
$17M $0 1 1.86% Maintained
338
PDN
Pensionfund DSM Netherlands
Netherlands
$16.9M -$10.6M 3 8.08% Reduced
339
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$16.9M -$185K 4 0.33% Reduced
340
HCM
Hahn Capital Management
California
$16.8M -$584K 1 3.63% Reduced
341
HPWA
Hall Private Wealth Advisors
North Carolina
$16.8M +$2.69M 2 8.96% Increased
342
PR
Payden & Rygel
California
$16.7M +$10.1K 1 0.85% Increased
343
MFAM
Motley Fool Asset Management
Virginia
$16.6M -$988K 2 1.22% Reduced
344
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.5M -$2.78M 3 0.16% Reduced
345
Bahl & Gaynor
Bahl & Gaynor
Ohio
$16.4M -$6.48M 1 0.12% Reduced
346
Vident Investment Advisory
Vident Investment Advisory
Georgia
$16.3M -$2.93M 7 0.42% Reduced
347
Two Sigma Investments
Two Sigma Investments
New York
$16.2M -$63.4M 2 0.05% Reduced
348
Wealthfront Advisers
Wealthfront Advisers
California
$16.1M +$2.83M 3 0.07% Increased
349
TPSF
Texas Permanent School Fund
Texas
$16M -$9.23M 3 0.22% Reduced
350
LCM
LVM Capital Management
Michigan
$15.9M +$178K 1 2.1% Increased