← 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
651	CAM Concorde Asset Management Ann Arbor, Michigan	$504K	+$75K	2	0.63%	Increased
652	FIM Freedom Investment Management Hartford, Connecticut	$490K	-$544K	2	0.03%	Reduced
653	TSS Two Sigma Securities New York	$482K	+$106K	1	0.16%	Increased
654	Johnson Investment Counsel Cincinnati, Ohio	$458K	+$222K	2	0.01%	Increased
655	BA Birinyi Associates Westport, Connecticut	$456K	+$478K	1	0.25%	New
656	TCM Telos Capital Management San Diego, California	$445K	-$13.8K	1	0.21%	Reduced
657	IAM Integre Asset Management New York	$444K	$0	1	0.14%	Maintained
658	VNA VNBTrust National Association Charlottesville, Virginia	$444K	$0	1	0.25%	Maintained
659	CL CPWM LLC Seattle, Washington	$443K	$0	1	0.1%	Maintained
660	Smithfield Trust Pittsburgh, Pennsylvania	$437K	+$167K	3	0.08%	Increased
661	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$436K	-$231K	2	0.36%	Reduced
662	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$434K	-$389K	1	0.06%	Reduced
663	RHJA Rice Hall James & Associates San Diego, California	$412K	$0	1	0.02%	Maintained
664	GPCM Granite Point Capital Management Boston, Massachusetts	$409K	-$1.29M	1	0.16%	Reduced
665	SAM Solaris Asset Management New York	$401K	+$418K	3	0.25%	New
666	LAM Lebenthal Asset Management New York	$400K	+$19.1K	2	0.05%	Increased
667	AIS American Investment Services Great Barrington, Massachusetts	$397K	$0	1	0.17%	Maintained
668	GCA Gideon Capital Advisors New York	$389K	+$408K	1	0.24%	New
669	TC Telemus Capital Southfield, Michigan	$388K	$0	1	0.04%	Maintained
670	PAM Princeton Alpha Management Princeton Junction, New Jersey	$386K	-$1.06M	2	0.07%	Reduced
671	WCF West Coast Financial Santa Barbara, California	$379K	+$397K	1	0.12%	New
672	AFG American Financial Group Cincinnati, Ohio	$375K	$0	1	0.03%	Maintained
673	Wealthfront Palo Alto, California	$373K	-$38.2K	1	0.01%	Reduced
674	Wedbush Securities Los Angeles, California	$368K	+$130K	1	0.05%	Increased
675	Avalon Investment & Advisory Houston, Texas	$365K	-$11.7M	1	0.01%	Reduced