← 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
GS
Gagnon Securities
New York
$16.6M -$170K 1 3.84% Reduced
402
FFIC
First Fiduciary Investment Counsel
Ohio
$16.5M -$799K 1 3.32% Reduced
403
TP
Theleme Partners
United Kingdom
$16.4M $0 1 1.09% Maintained
404
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$16.3M +$5.09M 1 0.2% Increased
405
Rafferty Asset Management
Rafferty Asset Management
New York
$16.3M -$5.47M 4 0.07% Reduced
406
Capital Investment Advisors
Capital Investment Advisors
Georgia
$16.2M +$886K 3 0.24% Increased
407
Intact Investment Management
Intact Investment Management
Quebec, Canada
$16.1M -$267K 2 0.46% Reduced
408
ING Group
ING Group
Netherlands
$16.1M +$3.59M 2 0.1% Increased
409
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16M -$92.7K 6 0.01% Reduced
410
Todd Asset Management
Todd Asset Management
Kentucky
$16M +$354K 1 0.31% Increased
411
SPC
Stony Point Capital
New York
$16M -$66.1K 1 1.29% Reduced
412
Vinva Investment Management
Vinva Investment Management
Australia
$16M +$854K 2 0.2% Increased
413
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.9M -$8.07M 2 0.04% Reduced
414
MAI Capital Management
MAI Capital Management
Ohio
$15.9M +$611K 9 0.09% Increased
415
Glenmede Trust
Glenmede Trust
Pennsylvania
$15.8M +$387K 4 0.08% Increased
416
Waverly Advisors
Waverly Advisors
Alabama
$15.8M +$511K 4 0.12% Increased
417
Brighton Jones LLC
Brighton Jones LLC
Washington
$15.7M +$14.8M 3 0.35% New
418
Avanza Fonder
Avanza Fonder
Sweden
$15.6M -$72K 3 0.43% Reduced
419
Cable Car Capital
Cable Car Capital
California
$15.5M +$620K 1 5.36% Increased
420
VARA
Value Aligned Research Advisors
New Jersey
$15.2M +$18.4M 1 0.07% New
421
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$14.9M -$3.26M 5 0.03% Reduced
422
PAMS
Pinpoint Asset Management (Singapore)
$14.8M +$2.71M 2 3.42% Increased
423
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$14.8M +$5.13M 2 0.21% Increased
424
GC
Gillson Capital
Illinois
$14.7M -$25M 1 1.2% Reduced
425
Weiss Asset Management
Weiss Asset Management
Massachusetts
$14.6M -$38M 2 0.25% Reduced