← 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
Rathbones Group
Rathbones Group
United Kingdom
$16M +$9.8M 1 0.23% Increased
377
CGI
Calixto Global Investors
Florida
$15.9M +$4.19M 2 7.52% Increased
378
LCM
LVM Capital Management
Michigan
$15.9M -$75.9K 1 2.67% Reduced
379
MFAM
Motley Fool Asset Management
Virginia
$15.8M +$138K 1 1.18% Increased
380
DnB Asset Management
DnB Asset Management
Norway
$15.6M +$1.65M 4 0.14% Increased
381
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.6M -$581K 3 0.29% Reduced
382
EULAV Asset Management
EULAV Asset Management
Florida
$15.4M $0 1 0.4% Maintained
383
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$15.1M -$13.8M 4 0.2% Reduced
384
PDN
Pensionfund DSM Netherlands
Netherlands
$15M $0 4 2.7% Maintained
385
DP
Dearborn Partners
Illinois
$15M +$37.8K 1 0.68% Increased
386
HLAM
Hidden Lake Asset Management
New York
$14.6M -$3.67M 1 5.73% Reduced
387
ECA
Endeavour Capital Advisors
Connecticut
$14.6M +$14.5M 1 2.18% New
388
SOAMC
Spirit of America Management Corp
New York
$14.6M -$283K 3 3.66% Reduced
389
First National Trust
First National Trust
Pennsylvania
$14.6M +$771K 2 1.01% Increased
390
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$14.6M +$424K 5 0.07% Increased
391
Stephens Inc
Stephens Inc
Arkansas
$14.5M +$575K 4 0.26% Increased
392
UBV
United Bank (Virginia)
Virginia
$14.2M +$556K 2 2.12% Increased
393
MHIC
Marble Harbor Investment Counsel
Massachusetts
$14M -$207K 1 2.06% Reduced
394
SAM
Shell Asset Management
Netherlands
$14M +$3.04M 6 0.29% Increased
395
MP
Marlowe Partners
New York
$14M -$3.99M 1 7.51% Reduced
396
WI
Wafra Inc
New York
$13.9M -$3.51M 1 0.62% Reduced
397
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$13.8M -$1.3M 1 0.32% Reduced
398
BCP
Berylson Capital Partners
Massachusetts
$13.8M +$4.07M 1 2.36% Increased
399
GHA
GW Henssler & Associates
Georgia
$13.7M -$159K 1 1.04% Reduced
400
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$13.5M +$1.64M 3 0.1% Increased