← 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	NN Investment Partners Holdings The Hague, Netherlands	$35.5M	+$32.4M	3	0.34%	New
152	OP Oldfield Partners London, United Kingdom	$34.8M	-$1.66M	1	2.91%	Reduced
153	Pinnacle Associates New York	$34.4M	-$578K	2	0.73%	Reduced
154	SCM Symons Capital Management Pittsburgh, Pennsylvania	$34.3M	-$127K	2	8.53%	Reduced
155	TCA Taconic Capital Advisors New York	$33.9M	-$2.86M	1	0.97%	Reduced
156	CC Crosslink Capital Menlo Park, California	$33.1M	+$10.5M	2	5.5%	Increased
157	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$32.9M	-$19.3M	1	0.52%	Reduced
158	William Blair & Company Chicago, Illinois	$32.9M	+$448K	2	0.31%	Increased
159	ACM Archer Capital Management New York	$32.3M	-$11.1M	1	6.54%	Reduced
160	RIM Rainier Investment Management Seattle, Washington	$32.1M	+$4.22M	1	1.44%	Increased
161	Canada Life Winnipeg, Manitoba, Canada	$32M	+$3.74M	4	0.12%	Increased
162	SHG Seven Harbour Global New York	$31.8M	$0	2	13.51%	Maintained
163	ESCM Echo Street Capital Management New York	$31.3M	-$56.9M	2	1.63%	Reduced
164	TP Thunderbird Partners London, United Kingdom	$30.5M	+$28.1M	1	3.89%	New
165	Waddell & Reed Financial Overland Park, Kansas	$30M	-$29.9M	1	0.06%	Reduced
166	Group One Trading Chicago, Illinois	$29.5M	-$17.8M	2	0.42%	Reduced
167	M&T Bank Buffalo, New York	$28.4M	+$193K	4	0.19%	Increased
168	RCM Riverhead Capital Management Wilmington, Delaware	$28M	+$12.5M	3	0.39%	Increased
169	Balyasny Asset Management Chicago, Illinois	$27.9M	+$12.3M	1	0.17%	Increased
170	Thompson Siegel & Walmsley Richmond, Virginia	$27.9M	-$26.3M	3	0.45%	Reduced
171	D.E. Shaw & Co New York	$27.6M	-$1.65M	6	0.05%	Reduced
172	CEP Chicago Equity Partners Chicago, Illinois	$27.5M	-$1.88M	1	0.8%	Reduced
173	Davis Selected Advisers Tucson, Arizona	$27M	-$2.21M	1	0.12%	Reduced
174	PAM Prudence Asset Management Hong Kong	$26.8M	+$2.56M	1	26.57%	Increased
175	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$26.6M	+$2.23M	3	0.82%	Increased