← 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
176
KAM
Knightsbridge Asset Management
California
$21M +$19.5M 1 5.82% New
177
TCM
Tensile Capital Management
California
$20.7M $0 1 5.41% Maintained
178
Raymond James & Associates
Raymond James & Associates
Florida
$20.2M -$3.9M 4 0.14% Reduced
179
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$20.2M -$1.83M 3 0.24% Reduced
180
ACM
Azentus Capital Management
Hong Kong
$20.1M +$17.5M 1 15.49% New
181
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$20M -$479K 1 0.16% Reduced
182
Swiss National Bank
Swiss National Bank
Switzerland
$19.9M -$1.62M 4 0.08% Reduced
183
PEAK6 Group
PEAK6 Group
Illinois
$19.6M -$5.07M 4 0.17% Reduced
184
MCM
Marcato Capital Management
California
$19.4M -$23.1M 1 0.8% Reduced
185
HRES
Heitman Real Estate Securities
Illinois
$19.4M -$25.5M 1 1.27% Reduced
186
DL
Delta Lloyd
Netherlands
$19.2M -$2.11M 2 0.65% Reduced
187
BKBG
BHF Kleinwort Benson Group
Belgium
$18.9M +$10.8M 2 0.55% Increased
188
Magnetar Financial
Magnetar Financial
Illinois
$18.7M +$2.21M 1 0.37% Increased
189
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$18.3M -$42.5M 5 0.01% Reduced
190
Pinnacle Associates
Pinnacle Associates
New York
$18.1M +$645K 2 0.35% Increased
191
SLCM
Seven Locks Capital Management
New York
$18.1M +$8.73M 1 2.63% Increased
192
Palisade Capital Management
Palisade Capital Management
New Jersey
$18M +$3M 1 0.44% Increased
193
Driehaus Capital Management
Driehaus Capital Management
Illinois
$18M +$10.9M 1 0.57% Increased
194
CC
Colrain Capital
Massachusetts
$17.7M +$17.4M 1 1.32% Increased
195
GA
GRS Advisors
Illinois
$17.7M +$959K 1 1.22% Increased
196
HCM
HMI Capital Management
California
$17.5M +$17.4M 1 9.67% New
197
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$17.4M -$144K 2 0.75% Reduced
198
HSBC Holdings
HSBC Holdings
United Kingdom
$17M +$1.48M 4 0.04% Increased
199
CCM
Crestwood Capital Management
New York
$16.7M +$6.75M 1 2.05% Increased
200
Numeric Investors
Numeric Investors
Massachusetts
$16.7M +$16.2M 2 0.28% Increased