← 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
376
PC
Permit Capital
Pennsylvania
$3.54M $0 1 2.18% Maintained
377
RCM
Riverhead Capital Management
Delaware
$3.54M +$1.21M 2 0.05% Increased
378
GEM
Global Endowment Management
North Carolina
$3.48M -$25.5K 1 0.48% Reduced
379
MCC
Mid Continent Capital
Illinois
$3.47M +$457K 1 0.19% Increased
380
NIP
Nicholas Investment Partners
California
$3.41M -$258K 1 0.22% Reduced
381
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$3.36M +$647K 3 0.07% Increased
382
HSA
Hussman Strategic Advisors
Maryland
$3.33M -$4.93M 1 0.39% Reduced
383
Huntington National Bank
Huntington National Bank
Ohio
$3.33M +$44.8K 4 0.08% Increased
384
Oberweis Asset Management
Oberweis Asset Management
Illinois
$3.3M -$2.78M 1 0.87% Reduced
385
Brookfield Corp
Brookfield Corp
Ontario, Canada
$3.3M +$2.36M 1 0.01% Increased
386
People's United Financial
People's United Financial
Connecticut
$3.26M -$339K 1 0.17% Reduced
387
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$3.25M -$756K 3 0.11% Reduced
388
MICM
Matthews International Capital Management
California
$3.2M -$685K 1 0.11% Reduced
389
GC
GMT Capital
Georgia
$3.18M -$11.6M 1 0.08% Reduced
390
TNAM
Terra Nova Asset Management
New York
$3.11M +$289K 2 2.55% Increased
391
BBCM
Boardman Bay Capital Management
New York
$3.1M +$491K 1 2.36% Increased
392
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$3.1M +$3.06M 1 1.81% New
393
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$3.1M +$1.3M 1 0.09% Increased
394
CWA
Constellation Wealth Advisors
New York
$3.09M -$93.6K 1 0.26% Reduced
395
US Bancorp
US Bancorp
Minnesota
$3.07M -$43.1K 5 0.01% Reduced
396
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$3.04M +$193K 1 0.35% Increased
397
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$2.99M $0 3 0.15% Maintained
398
ACM
Argent Capital Management
Missouri
$2.98M $0 1 0.14% Maintained
399
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$2.96M +$78.3K 3 0.02% Increased
400
DC
Deere & Company
Illinois
$2.95M +$42K 1 0.16% Increased