← 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
601
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.6M +$8.91M 3 0.27% New
602
SFI
Siemens Fonds Invest
Germany
$8.6M +$96K 3 0.42% Increased
603
AAM
Azzad Asset Management
Virginia
$8.58M +$402K 2 0.76% Increased
604
FSA
Franklin Street Advisors
North Carolina
$8.56M -$336K 1 0.48% Reduced
605
ICM
Irenic Capital Management
New York
$8.5M +$10.9M 1 0.41% New
606
WAM
Werlinich Asset Management
Connecticut
$8.5M $0 2 3.25% Maintained
607
NGA
Naples Global Advisors
Florida
$8.45M +$246K 3 0.52% Increased
608
LDB
Lee, Danner & Bass
Tennessee
$8.44M -$37.6K 1 0.49% Reduced
609
NIM
NXG Investment Management
Texas
$8.44M +$2.49M 1 0.38% Increased
610
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$8.4M +$1.51M 4 0.04% Increased
611
HC
Hourglass Capital
Texas
$8.34M -$447K 1 1.64% Reduced
612
DGM
Delta Global Management
New York
$8.32M +$3.21M 1 0.9% Increased
613
Bessemer Group
Bessemer Group
New Jersey
$8.26M +$21.6K 4 0.01% Increased
614
ASM
AI-Squared Management
Hong Kong
$8.25M -$537K 1 4.4% Reduced
615
Prospera Financial Services
Prospera Financial Services
Texas
$8.25M -$49.5K 3 0.12% Reduced
616
WC
Woodstock Corp
Massachusetts
$8.22M -$48.4K 1 0.68% Reduced
617
Stephens Inc
Stephens Inc
Arkansas
$8.17M +$105K 3 0.09% Increased
618
LCM
LVM Capital Management
Michigan
$8.15M -$673K 1 0.68% Reduced
619
HB Wealth Management
HB Wealth Management
Georgia
$8.07M +$756K 4 0.05% Increased
620
OBAM
ODDO BHF Asset Management
France
$8.05M +$832K 3 0.37% Increased
621
CFM
Capricorn Fund Managers
United Kingdom
$8.02M +$5.53M 1 0.63% New
622
HCP
Hiddenite Capital Partners
New York
$8.02M +$5.53M 1 0.69% New
623
TLP
Trinity Legacy Partners
Texas
$7.96M -$421K 2 1.59% Reduced
624
AWCI
Alpine Woods Capital Investors
New York
$7.96M +$286K 2 1.73% Increased
625
BG
BDF Gestion
France
$7.94M -$235K 1 1.06% Reduced