← 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
351
1832 Asset Management
1832 Asset Management
Ontario, Canada
$13.3M -$58.2M 2 0.02% Reduced
352
TPSF
Texas Permanent School Fund
Texas
$13.2M +$1.08M 3 0.21% Increased
353
Vident Investment Advisory
Vident Investment Advisory
Georgia
$13.2M +$1.94M 9 0.43% Increased
354
TCM
Tensile Capital Management
California
$13.2M -$3.27M 1 2.03% Reduced
355
OBGC
O'Brien Greene & Co
Pennsylvania
$13.1M +$11.1M 1 1.73% Increased
356
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$13M +$754K 4 0.27% Increased
357
Covea Finance
Covea Finance
France
$13M $0 1 0.68% Maintained
358
GCA
GSI Capital Advisors
California
$12.8M -$852K 1 6.15% Reduced
359
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$12.8M +$15.2M 3 0.15% New
360
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$12.6M $0 3 0.16% Maintained
361
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$12.4M -$12.1M 1 0.53% Reduced
362
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12.3M -$11.5M 5 0.05% Reduced
363
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$12.3M -$12.3K 2 0.3% Reduced
364
BCC
Bain Capital Credit
Massachusetts
$12.1M $0 1 4.2% Maintained
365
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12M +$489K 4 0.07% Increased
366
BTP
Bloom Tree Partners
New York
$11.9M -$25.8K 1 4.45% Reduced
367
JAM
JLP Asset Management
New York
$11.9M +$1.31M 1 8.51% Increased
368
HCM
Hahn Capital Management
California
$11.9M -$338K 1 3.33% Reduced
369
ZR
Zeno Research
New York
$11.9M +$1.4M 2 11.25% Increased
370
Capital International Sarl
Capital International Sarl
California
$11.9M -$728K 2 0.96% Reduced
371
MFAM
Motley Fool Asset Management
Virginia
$11.8M -$307K 2 1.16% Reduced
372
HCM
HGI Capital Management
New York
$11.7M +$14.4M 1 3.72% New
373
Brookstone Capital Management
Brookstone Capital Management
Illinois
$11.6M +$664K 2 0.27% Increased
374
Bahl & Gaynor
Bahl & Gaynor
Ohio
$11.5M $0 1 0.08% Maintained
375
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$11.5M +$179K 2 0.34% Increased