← 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
TCM
Tensile Capital Management
California
$24.1M +$561K 1 6.11% Increased
177
Advisors Asset Management
Advisors Asset Management
Colorado
$24.1M +$4.22M 3 0.33% Increased
178
Swiss National Bank
Swiss National Bank
Switzerland
$23.9M +$848K 4 0.09% Increased
179
CC
Colrain Capital
Massachusetts
$23.6M +$688K 1 1.7% Increased
180
PHS
PFM Health Sciences
California
$23.6M +$20.7M 1 0.47% New
181
KAM
Knightsbridge Asset Management
California
$23.2M -$718K 1 6.13% Reduced
182
Numeric Investors
Numeric Investors
Massachusetts
$22.6M +$2.62M 2 0.34% Increased
183
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$22.2M -$173K 3 0.26% Reduced
184
CCAM
Coupland Cardiff Asset Management
United Kingdom
$22.1M +$9.02M 1 17.68% Increased
185
Pinnacle Associates
Pinnacle Associates
New York
$21.7M +$201K 2 0.42% Increased
186
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$21.1M +$19.3M 2 0.41% New
187
GC
GMT Capital
Georgia
$20.6M +$12.6M 1 0.43% Increased
188
Palisade Capital Management
Palisade Capital Management
New Jersey
$20.1M -$1.28M 1 0.49% Reduced
189
Coatue Management
Coatue Management
New York
$19.8M +$17.4M 1 0.25% New
190
Marshall Wace
Marshall Wace
United Kingdom
$19.8M -$21.3M 2 0.29% Reduced
191
SAM
Sandell Asset Management
New York
$19.1M -$30.7M 2 3.53% Reduced
192
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$19M -$2.85M 1 0.14% Reduced
193
TIAAOA
Teachers Insurance & Annuity Association of America
New York
$18.6M -$608K 2 0.67% Reduced
194
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.4M +$13.4M 3 0.1% Increased
195
TCG
Tremblant Capital Group
Florida
$18.4M -$15.5M 1 0.7% Reduced
196
ICP
Indus Capital Partners
New York
$18.3M +$16.1M 1 2.69% New
197
HSBC Holdings
HSBC Holdings
United Kingdom
$18.3M -$1.01M 4 0.04% Reduced
198
Citigroup
Citigroup
New York
$18.1M +$5.82M 7 0.02% Increased
199
ACM
Azentus Capital Management
Hong Kong
$18M -$2.65M 1 9.77% Reduced
200
ALPS Advisors
ALPS Advisors
Colorado
$17.8M +$1.92M 2 0.15% Increased