← 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
FM
Forward Management
California
$22.8M +$799K 2 1.4% Increased
177
CC
Carlson Capital
Texas
$22.3M +$22M 1 0.24% New
178
CCMH
Cornerstone Capital Management Holdings
New York
$22.1M -$8.63M 4 0.2% Reduced
179
SC
Salzman & Co
New York
$21.7M -$10.4M 1 5.93% Reduced
180
Davis Selected Advisers
Davis Selected Advisers
Arizona
$21.5M +$651K 1 0.08% Increased
181
FI
Fosun International
China
$21.5M +$180K 1 1.52% Increased
182
DIA
Denver Investment Advisors
Colorado
$21.3M +$20.1M 1 0.79% Increased
183
SAM
Securian Asset Management
Minnesota
$21.1M +$19.2M 3 0.66% Increased
184
TD Asset Management
TD Asset Management
Ontario, Canada
$20.9M +$2.34M 3 0.04% Increased
185
HA
Heartland Advisors
Wisconsin
$20.7M -$2.19M 1 0.58% Reduced
186
ACI
AMP Capital Investors
Australia
$20.7M +$1.1M 3 0.13% Increased
187
Baird Financial Group
Baird Financial Group
Wisconsin
$20.5M +$20.2M 1 0.2% New
188
TAAM
Top Ace Asset Management
Hong Kong
$20.5M $0 1 16.46% Maintained
189
AIP
ARS Investment Partners
New York
$20.4M -$490K 1 3.72% Reduced
190
Allianz Asset Management
Allianz Asset Management
Germany
$20.3M +$5.9M 2 0.02% Increased
191
WAM
Wavelength Asset Management
New York
$20.3M +$20.5M 3 8.42% New
192
Palisade Capital Management
Palisade Capital Management
New Jersey
$20.1M +$2.72M 1 0.51% Increased
193
Citigroup
Citigroup
New York
$20.1M +$13.3M 7 0.02% Increased
194
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$19.8M +$13.9M 1 0.36% Increased
195
M&T Bank
M&T Bank
New York
$19.7M +$1.75M 4 0.12% Increased
196
Credit Agricole
Credit Agricole
France
$19.5M +$5.98M 5 0.09% Increased
197
Moore Capital Management
Moore Capital Management
New York
$19.1M +$16.9M 1 0.41% Increased
198
SAM
Silphium Asset Management
United Kingdom
$18.9M +$18.5M 1 3.33% New
199
Canada Life
Canada Life
Manitoba, Canada
$18.4M -$3.01M 5 0.06% Reduced
200
NLCM
Neon Liberty Capital Management
New York
$18.3M +$6.31M 1 22.41% Increased