← 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
Nordea Investment Management
Nordea Investment Management
Sweden
$14.1M +$5.82M 3 0.02% Increased
327
JAM
JLP Asset Management
New York
$14M +$247K 1 9.36% Increased
328
Hancock Whitney
Hancock Whitney
Mississippi
$14M -$6.7M 3 0.54% Reduced
329
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.8M $0 3 0.14% Maintained
330
HCM
Hahn Capital Management
California
$13.4M -$266K 1 3.55% Reduced
331
ST
Sabal Trust
Florida
$13.4M -$1.6M 1 0.91% Reduced
332
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$13.2M $0 2 0.3% Maintained
333
MFAM
Motley Fool Asset Management
Virginia
$13M -$420K 2 1.47% Reduced
334
Point72 Asset Management
Point72 Asset Management
Connecticut
$13M -$57M 3 0.04% Reduced
335
Verition Fund Management
Verition Fund Management
Connecticut
$12.7M -$13.9M 3 0.2% Reduced
336
PDN
Pensionfund DSM Netherlands
Netherlands
$12.6M +$265K 3 8.75% Increased
337
BTP
Bloom Tree Partners
New York
$12.3M $0 1 6.5% Maintained
338
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$12.3M -$559K 3 0.24% Reduced
339
Czech National Bank
Czech National Bank
Czech Republic
$12.2M +$195K 3 0.32% Increased
340
MML Investors Services
MML Investors Services
Massachusetts
$12.1M +$677K 3 0.08% Increased
341
Andra AP-fonden
Andra AP-fonden
Sweden
$12M +$2.87M 3 0.36% Increased
342
BCC
Bain Capital Credit
Massachusetts
$11.9M $0 1 4.65% Maintained
343
LI
Leeward Investments
Massachusetts
$11.6M +$5.36M 1 0.51% Increased
344
TCW Group
TCW Group
California
$11.6M -$3.74M 2 0.17% Reduced
345
MJRIC
Mogy Joel R Investment Counsel
California
$11.4M -$449K 1 1.14% Reduced
346
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$11.3M -$25.3M 5 0.16% Reduced
347
Nicholas Company
Nicholas Company
Wisconsin
$11.2M -$216K 2 0.24% Reduced
348
LCM
LVM Capital Management
Michigan
$11.1M -$115K 1 1.61% Reduced
349
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$11M +$6.1M 3 0.29% Increased
350
GHAM
Gilman Hill Asset Management
Connecticut
$10.9M +$196K 2 2.24% Increased