← 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
401
MAMHA
MY.Alpha Management HK Advisors
Hong Kong
$11.4M -$26.3K 1 4.3% Reduced
402
PHAM
Pacific Heights Asset Management
California
$11.4M $0 1 0.9% Maintained
403
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$11.4M +$331K 3 0.21% Increased
404
Gradient Investments
Gradient Investments
Minnesota
$11.4M +$1.89M 3 0.26% Increased
405
Mizuho Securities USA
Mizuho Securities USA
New York
$11.4M +$11M 3 0.25% New
406
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$11.3M +$1.12M 6 0.22% Increased
407
SIG
Sargent Investment Group
Maryland
$11.3M -$774K 1 2.31% Reduced
408
Brighton Jones LLC
Brighton Jones LLC
Washington
$11M +$182K 2 0.36% Increased
409
ZAM
Zevin Asset Management
Massachusetts
$11M -$243K 1 1.78% Reduced
410
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$11M +$178K 3 0.16% Increased
411
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$11M +$1.66M 3 0.09% Increased
412
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$10.9M +$1.26K 3 0.32% Increased
413
CCM
Cinctive Capital Management
New York
$10.9M +$10.9M 1 0.52% New
414
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$10.8M -$321K 3 0.55% Reduced
415
JHP
James Hambro & Partners
United Kingdom
$10.8M -$266K 1 0.5% Reduced
416
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$10.7M -$49.3K 1 0.17% Reduced
417
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$10.7M -$91.5K 3 0.14% Reduced
418
PS
Pensionfund Sabic
Netherlands
$10.7M +$294K 3 3.15% Increased
419
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$10.4M +$4.77M 9 0.18% Increased
420
MPM
MBB Public Markets
Illinois
$10.2M +$8.75M 3 0.21% Increased
421
Lido Advisors
Lido Advisors
California
$10.2M +$7.5M 3 0.06% Increased
422
VU
Vanderbilt University
Tennessee
$10.1M -$60.3K 2 2.12% Reduced
423
GS
Gagnon Securities
New York
$10.1M +$76.7K 1 2.27% Increased
424
LSA
L & S Advisors
California
$10.1M +$4.73M 1 1.15% Increased
425
Sachem Head Capital Management
Sachem Head Capital Management
New York
$10M +$8.73M 1 0.5% New