← 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
451
PEA
Pacific Edge Advisors
California
$8.76M $0 1 5.04% Maintained
452
DI
Dalton Investments
Nevada
$8.75M -$903K 2 5.75% Reduced
453
NCM
Nelson Capital Management
California
$8.68M +$3.29M 2 1.52% Increased
454
ACM
Ashford Capital Management
Delaware
$8.63M +$1.17M 1 1.03% Increased
455
Wedge Capital Management
Wedge Capital Management
North Carolina
$8.62M -$588K 1 0.12% Reduced
456
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$8.62M -$189K 1 0.24% Reduced
457
PIM
Paradice Investment Management
Colorado
$8.59M +$466K 1 0.62% Increased
458
CGI
Calixto Global Investors
Florida
$8.5M -$3.7M 1 5.48% Reduced
459
Winton Group
Winton Group
United Kingdom
$8.45M -$3.04M 3 0.27% Reduced
460
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.43M -$80.2K 5 0.24% Reduced
461
LBD
Landsberg Bennett & Dubbaneh
Florida
$8.42M +$576K 2 1.47% Increased
462
BCP
Berylson Capital Partners
Massachusetts
$8.31M +$8.14M 1 2.91% New
463
PineBridge Investments
PineBridge Investments
New York
$8.3M -$620K 2 0.14% Reduced
464
Kennedy Capital Management
Kennedy Capital Management
Missouri
$8.3M -$208K 1 0.24% Reduced
465
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$8.26M -$257K 3 0.16% Reduced
466
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$8.18M +$3.54M 1 0.46% Increased
467
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$8.11M +$4.95M 3 0.08% Increased
468
Congress Asset Management
Congress Asset Management
Massachusetts
$8.04M -$296K 1 0.09% Reduced
469
ECM
EII Capital Management
New York
$7.88M +$517K 3 5.01% Increased
470
BL
BCWM LLC
Kansas
$7.87M +$35.5K 1 2.67% Increased
471
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$7.87M +$953K 4 0.36% Increased
472
Carrhae Capital
Carrhae Capital
United Kingdom
$7.84M +$7.88M 1 4.63% New
473
CTA
Colonial Trust Advisors
South Carolina
$7.81M +$214K 1 1.23% Increased
474
PEAK6 Investments
PEAK6 Investments
Illinois
$7.78M +$5.48M 3 0.02% Increased
475
ORI
Oak Ridge Investments
Illinois
$7.77M +$137K 1 0.6% Increased