← 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
151	AC Avenir Corporation Alexandria, Virginia	$31.8M	+$19.2M	1	2.31%	Increased
152	CCMH Cornerstone Capital Management Holdings New York	$31.8M	+$1M	3	0.3%	Increased
153	EC EMS Capital New York	$30.7M	$0	1	3.57%	Maintained
154	CC Cannell & Co New York	$30.6M	+$32.3M	1	0.89%	New
155	RIM Rainier Investment Management Seattle, Washington	$30.4M	-$3.21M	1	0.61%	Reduced
156	APG Asset Management Amsterdam, Netherlands	$30.2M	-$6.53M	3	0.06%	Reduced
157	VOYA Investment Management Atlanta, Georgia	$30.2M	-$747K	4	0.07%	Reduced
158	SC Salzman & Co Pittsford, New York	$29.4M	-$3.23M	1	6.76%	Reduced
159	OIA Oechsle International Advisors Boston, Massachusetts	$28.6M	+$84.8K	1	29.58%	Increased
160	SCA Signpost Capital Advisors New York	$28M	+$27.2M	1	10.15%	New
161	NFA Nationwide Fund Advisors Columbus, Ohio	$27.6M	+$4.76M	4	0.11%	Increased
162	CCM Cadian Capital Management New York	$26.7M	+$26M	1	0.72%	New
163	Numeric Investors Boston, Massachusetts	$26.4M	-$8.12M	1	0.32%	Reduced
164	Pinnacle Associates New York	$26.1M	-$320K	2	0.49%	Reduced
165	Capital International Los Angeles, California	$25.9M	+$3.49M	2	1.58%	Increased
166	HSBC Holdings London, United Kingdom	$25.6M	+$2.79M	3	0.05%	Increased
167	SLCM Seven Locks Capital Management New York	$24.8M	-$12.6M	1	4.15%	Reduced
168	Los Angeles Capital Management Los Angeles, California	$23.8M	+$24.5M	2	0.22%	Increased
169	TCM Tensile Capital Management Larkspur, California	$23.6M	-$1.58M	1	6.2%	Reduced
170	CA Claar Advisors New York	$23.3M	-$2.26M	1	9.34%	Reduced
171	Renaissance Technologies New York	$23.1M	-$25.2M	4	0.05%	Reduced
172	Thrivent Financial for Lutherans Minneapolis, Minnesota	$23M	-$233K	2	0.13%	Reduced
173	HA Heartland Advisors Milwaukee, Wisconsin	$22.7M	-$14.3M	1	0.57%	Reduced
174	MP Makaira Partners La Jolla, California	$22.5M	-$30.3M	1	3.91%	Reduced
175	HRES Heitman Real Estate Securities Chicago, Illinois	$22.2M	+$21.6M	1	1.23%	New