← 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	TCA Taconic Capital Advisors New York	$33.8M	+$8.46M	1	1.25%	Increased
152	PHAM Pacific Heights Asset Management San Francisco, California	$32.7M	$0	1	2.58%	Maintained
153	CI Investments Inc Toronto, Ontario, Canada	$31.9M	-$11M	2	0.41%	Reduced
154	OP Oldfield Partners London, United Kingdom	$31.6M	-$4.3M	1	2.27%	Reduced
155	CCMH Cornerstone Capital Management Holdings New York	$31.1M	+$8.82M	4	0.29%	Increased
156	APG Asset Management Amsterdam, Netherlands	$30.8M	-$3.26M	3	0.07%	Reduced
157	Susquehanna International Group Bala Cynwyd, Pennsylvania	$30.7M	+$1.41M	6	0.01%	Increased
158	Marshall Wace London, United Kingdom	$30.1M	+$29.9M	2	0.37%	Increased
159	Citigroup New York	$29.9M	+$10.2M	7	0.03%	Increased
160	Balyasny Asset Management Chicago, Illinois	$29.5M	-$10.5M	2	0.22%	Reduced
161	SCM Symons Capital Management Pittsburgh, Pennsylvania	$29.2M	+$17.2M	2	7.86%	Increased
162	HSBC Holdings London, United Kingdom	$28.7M	-$4.98M	3	0.07%	Reduced
163	William Blair & Company Chicago, Illinois	$28.4M	-$1.13M	2	0.25%	Reduced
164	QF QVT Financial New York	$28.1M	+$28.2M	1	0.96%	Increased
165	TD Asset Management Toronto, Ontario, Canada	$28M	+$6.18M	3	0.06%	Increased
166	OCAM Owl Creek Asset Management New York	$28M	-$81.3M	1	1.59%	Reduced
167	Lord, Abbett & Co Jersey City, New Jersey	$27.8M	+$27.9M	1	0.08%	New
168	TCM Tensile Capital Management Larkspur, California	$27.7M	$0	1	8.29%	Maintained
169	ACM Adelante Capital Management Alameda, California	$27.6M	+$13.7M	1	1.32%	Increased
170	LMR Partners London, United Kingdom	$27.3M	-$1.06M	1	2.99%	Reduced
171	Pinnacle Associates New York	$26.9M	-$2.02M	2	0.6%	Reduced
172	Davis Selected Advisers Tucson, Arizona	$26.9M	+$2.93M	1	0.11%	Increased
173	CC Crosslink Capital Menlo Park, California	$25.7M	+$12M	2	3.58%	Increased
174	CEP Chicago Equity Partners Chicago, Illinois	$25.2M	+$21.2M	1	0.7%	Increased
175	Moore Capital Management New York	$24.3M	+$3.61M	2	1.14%	Increased