← 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
126	MP Makaira Partners La Jolla, California	$62.8M	-$30.3M	1	9.5%	Reduced
127	Douglas Lane & Associates New York	$62.3M	-$5.72M	1	1.66%	Reduced
128	AIM Allen Investment Management New York	$61.5M	-$5.87M	1	3.93%	Reduced
129	Lazard Asset Management New York	$61M	-$17.4M	4	0.12%	Reduced
130	Westfield Capital Management Boston, Massachusetts	$59.9M	-$27.6M	1	0.48%	Reduced
131	Bank of Montreal Toronto, Ontario, Canada	$58.9M	-$10.7M	6	0.06%	Reduced
132	Credit Agricole Montrouge Cedex, France	$58.5M	-$1.88M	5	0.19%	Reduced
133	TIAAOA Teachers Insurance & Annuity Association of America New York	$56.8M	+$212K	4	1.37%	Increased
134	AQR Capital Management Greenwich, Connecticut	$53.7M	+$6.91M	5	0.08%	Increased
135	Canada Life Winnipeg, Manitoba, Canada	$52.3M	+$94.9K	4	0.15%	Increased
136	Marshall Wace London, United Kingdom	$51.7M	+$51.7M	1	0.37%	Increased
137	HCM HMI Capital Management San Francisco, California	$51.1M	+$2.97M	1	8.5%	Increased
138	AC Avenir Corporation Alexandria, Virginia	$50.9M	-$3.48M	1	4.39%	Reduced
139	Citigroup New York	$50.6M	+$32.8M	7	0.05%	Increased
140	TD Asset Management Toronto, Ontario, Canada	$49.5M	-$1.67M	3	0.09%	Reduced
141	Lord, Abbett & Co Jersey City, New Jersey	$49.4M	-$15.3M	3	0.15%	Reduced
142	D.E. Shaw & Co New York	$49.3M	+$15.7M	5	0.09%	Increased
143	NN Investment Partners Holdings The Hague, Netherlands	$49M	-$23.6M	3	0.46%	Reduced
144	ACM Adelante Capital Management Alameda, California	$48.6M	-$6.45M	1	2.28%	Reduced
145	USAA United Services Automobile Association San Antonio, Texas	$46.2M	-$8.33M	4	0.16%	Reduced
146	Kornitzer Capital Management Shawnee Mission, Kansas	$45.6M	+$667K	2	0.82%	Increased
147	Bridgeway Capital Management Houston, Texas	$45.4M	+$4.53M	2	0.68%	Increased
148	Welch & Forbes Boston, Massachusetts	$43.9M	-$1.44M	1	1.52%	Reduced
149	CGM Capital Growth Management Boston, Massachusetts	$41.7M	-$94.8M	3	1.97%	Reduced
150	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$41.2M	-$10.3M	5	0.25%	Reduced