← 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
SEI Investments
SEI Investments
Pennsylvania
$24.1M +$7.19M 4 0.22% Increased
177
Point72 Asset Management
Point72 Asset Management
Connecticut
$24M +$16.5M 2 0.19% Increased
178
GC
GW Capital
Washington
$23.6M -$2.14M 1 1.54% Reduced
179
SLCM
Seven Locks Capital Management
New York
$23.3M -$5.21M 1 7.56% Reduced
180
WCP
Waterfront Capital Partners
New York
$23.2M -$2.74M 1 3.32% Reduced
181
SAM
Securian Asset Management
Minnesota
$23M +$1.05M 3 0.75% Increased
182
LSCM
Light Street Capital Management
California
$22.9M -$11.4M 1 3.42% Reduced
183
Capital International
Capital International
California
$22.7M -$6.65M 2 1.51% Reduced
184
Palisade Capital Management
Palisade Capital Management
New Jersey
$22.6M +$220K 1 0.66% Increased
185
PRCM
Pine River Capital Management
Minnesota
$22.5M +$18.1M 1 0.29% Increased
186
Canada Life
Canada Life
Manitoba, Canada
$22.3M +$3.57M 4 0.09% Increased
187
Baird Financial Group
Baird Financial Group
Wisconsin
$21.3M +$1.23M 1 0.23% Increased
188
DIA
Denver Investment Advisors
Colorado
$21.1M -$2.48M 1 0.92% Reduced
189
M&T Bank
M&T Bank
New York
$20.3M +$864K 3 0.14% Increased
190
FI
Fosun International
China
$19.9M +$851K 1 1.68% Increased
191
HA
Heartland Advisors
Wisconsin
$19.8M -$485K 1 0.73% Reduced
192
ARTA
A.R.T. Advisors
New York
$19M +$4.4M 4 0.7% Increased
193
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$18.5M +$395K 4 0.22% Increased
194
ACI
AMP Capital Investors
Australia
$18.4M -$2.69M 3 0.13% Reduced
195
Credit Agricole
Credit Agricole
France
$18.3M -$2.15M 5 0.09% Reduced
196
SM
Selkirk Management
New Jersey
$18.1M -$584K 1 11.22% Reduced
197
Congress Asset Management
Congress Asset Management
Massachusetts
$17.6M +$222K 1 0.45% Increased
198
Chevy Chase Trust
Chevy Chase Trust
Maryland
$17.6M +$627K 2 0.11% Increased
199
LCP
LeVasseur Capital Partners
California
$17.2M $0 1 17.64% Maintained
200
AQR Capital Management
AQR Capital Management
Connecticut
$16.8M +$1.65M 4 0.03% Increased