← 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	$39.1M	$0	1	1.28%	Maintained
152	ACM Adelante Capital Management Alameda, California	$38.7M	+$7.87M	1	1.82%	Increased
153	CCMH Cornerstone Capital Management Holdings New York	$37.6M	+$3.9M	4	0.31%	Increased
154	Sarasin & Partners London, United Kingdom	$37.3M	+$28M	2	0.62%	Increased
155	Junto Capital Management New York	$34.5M	+$33.4M	1	5.05%	New
156	Welch & Forbes Boston, Massachusetts	$34.5M	+$161K	1	1.11%	Increased
157	PHAM Pacific Heights Asset Management San Francisco, California	$34M	-$3.6M	1	3.45%	Reduced
158	Wasatch Advisors Salt Lake City, Utah	$33.2M	-$20.9M	1	0.46%	Reduced
159	TEC Tiger Eye Capital Nashville, Tennessee	$32.1M	+$31M	1	3.33%	New
160	Lord, Abbett & Co Jersey City, New Jersey	$32.1M	+$1.27M	1	0.1%	Increased
161	TCM Tensile Capital Management Larkspur, California	$31.8M	+$1.09M	1	9.58%	Increased
162	TCG Tremblant Capital Group West Palm Beach, Florida	$30.5M	-$31.5M	1	1.92%	Reduced
163	HLC Hunt Lane Capital New York	$30.2M	+$29.2M	1	13.91%	New
164	OP Oldfield Partners London, United Kingdom	$29.5M	-$1.45M	1	2.51%	Reduced
165	CC Colrain Capital Boston, Massachusetts	$29.5M	-$5.35M	1	2.99%	Reduced
166	Soros Fund Management New York	$29.4M	+$28.4M	1	0.49%	New
167	Pinnacle Associates New York	$29.3M	-$1.29M	2	0.62%	Reduced
168	TD Asset Management Toronto, Ontario, Canada	$29.1M	+$2.32M	3	0.06%	Increased
169	HCM Highfields Capital Management Boston, Massachusetts	$28.9M	-$149M	1	0.25%	Reduced
170	SCM Symons Capital Management Pittsburgh, Pennsylvania	$28.3M	-$234K	2	6.95%	Reduced
171	FI Fosun International Hong Kong, China	$28M	+$4.67M	1	2.26%	Increased
172	SHG Seven Harbour Global New York	$28M	+$26.8M	2	18.37%	New
173	APG Asset Management Amsterdam, Netherlands	$26.3M	-$5.89M	3	0.06%	Reduced
174	William Blair & Company Chicago, Illinois	$25.8M	+$1.09M	1	0.24%	Increased
175	SLCM Seven Locks Capital Management New York	$25.7M	-$974K	1	7.84%	Reduced