← 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
WCP
Waterfront Capital Partners
New York
$25.7M $0 1 3.49% Maintained
177
PAM
Prudence Asset Management
Hong Kong
$25.6M +$24.2M 1 19.72% New
178
D.E. Shaw & Co
D.E. Shaw & Co
New York
$25.4M +$6.78M 6 0.04% Increased
179
CEP
Chicago Equity Partners
Illinois
$25.3M -$3.69M 1 0.67% Reduced
180
RIM
Rainier Investment Management
Washington
$25.2M +$24.3M 1 0.98% New
181
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$25M -$8.78M 7 0.01% Reduced
182
Canada Life
Canada Life
Manitoba, Canada
$24.7M +$435K 4 0.09% Increased
183
Davis Selected Advisers
Davis Selected Advisers
Arizona
$24.3M -$6.16M 1 0.1% Reduced
184
Capital International
Capital International
California
$24.2M +$768K 2 1.53% Increased
185
M&T Bank
M&T Bank
New York
$24.1M +$1.02M 3 0.16% Increased
186
TM
Thrax Management
New York
$23.7M +$22.8M 1 4.88% New
187
ACI
AMP Capital Investors
Australia
$22.6M +$1.49M 3 0.15% Increased
188
NFA
Nationwide Fund Advisors
Ohio
$22.1M +$7.39M 4 0.1% Increased
189
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$21.7M +$3.44M 3 0.21% Increased
190
Citigroup
Citigroup
New York
$21.6M -$10.8M 7 0.02% Reduced
191
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.3M +$8.28M 3 0.1% Increased
192
GC
GW Capital
Washington
$21.1M +$595K 1 1.46% Increased
193
AQR Capital Management
AQR Capital Management
Connecticut
$21.1M +$2.01M 5 0.04% Increased
194
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$21M +$67.2K 4 0.24% Increased
195
SM
Selkirk Management
New Jersey
$20.7M +$712K 1 12.23% Increased
196
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$20.7M +$3.13M 3 0.7% Increased
197
Martingale Asset Management
Martingale Asset Management
Massachusetts
$20.6M +$2.48M 2 0.46% Increased
198
Congress Asset Management
Congress Asset Management
Massachusetts
$20M +$449K 1 0.5% Increased
199
HA
Heartland Advisors
Wisconsin
$19.8M -$2.97M 1 0.79% Reduced
200
BCM
Barometer Capital Management
Ontario, Canada
$19.8M +$8.97M 1 1.91% Increased