← 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	Ninety One (UK) London, United Kingdom	$18.8M	$0	1	0.06%	Maintained
327	Edgewood Management Greenwich, Connecticut	$18.8M	-$901M	2	0.06%	Reduced
328	ST Sabal Trust St. Petersburg, Florida	$18.5M	+$19.7M	1	1.33%	New
329	TCM Tensile Capital Management Larkspur, California	$18.5M	-$7.13M	1	3.19%	Reduced
330	MAM Melqart Asset Management London, United Kingdom	$18.2M	+$17.5M	1	1.41%	New
331	Heritage Investors Management Corp Bethesda, Maryland	$18.2M	+$342K	2	0.85%	Increased
332	VAM Vert Asset Management Sausalito, California	$18M	+$826K	3	16.63%	Increased
333	Gulf International Bank (UK) London, United Kingdom	$17.9M	+$95.5K	3	0.32%	Increased
334	Dana Investment Advisors Waukesha, Wisconsin	$17.6M	-$309K	1	0.89%	Reduced
335	Antipodes Partners Royal Exchange, Australia	$17.6M	+$16.4M	1	0.73%	New
336	BSCM Berry Street Capital Management London, United Kingdom	$17.6M	+$17M	1	2.2%	New
337	CC Carlson Capital Dallas, Texas	$17.4M	+$16.7M	1	1.19%	New
338	Washington Trust Westerly, Rhode Island	$17.3M	+$3.58K	3	0.81%	Increased
339	BOCH Blue Owl Capital Holdings New York	$17M	$0	1	8.35%	Maintained
340	PNC Financial Services Group Pittsburgh, Pennsylvania	$17M	-$3.42M	8	0.02%	Reduced
341	NIM NXG Investment Management Dallas, Texas	$16.9M	-$3.68M	5	1.73%	Reduced
342	Crossmark Global Holdings Houston, Texas	$16.9M	+$349K	3	0.44%	Increased
343	CIBC Asset Management Toronto, Ontario, Canada	$16.9M	+$931K	4	0.07%	Increased
344	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$16.8M	+$2.13M	2	9.45%	Increased
345	LFDLE La Financiere de L'Echiquier Paris, France	$16.4M	+$2.47M	2	0.97%	Increased
346	DCM Dupont Capital Management Wilmington, Delaware	$16.4M	+$4.14M	4	0.77%	Increased
347	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$16.1M	+$1.5M	3	0.17%	Increased
348	UBV United Bank (Virginia) Vienna, Virginia	$16M	-$1.17M	1	2.39%	Reduced
349	Mutual of America Capital Management New York	$15.8M	+$421K	3	0.2%	Increased
350	Adams Diversified Equity Fund Baltimore, Maryland	$15.8M	+$5.82M	1	0.75%	Increased