← 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	AIG American International Group New York	$46.5M	+$1.25M	6	0.18%	Increased
177	TCM Tekne Capital Management New York	$46.3M	-$3.71M	1	20.33%	Reduced
178	VOYA Investment Management Atlanta, Georgia	$46.2M	+$7.2M	6	0.1%	Increased
179	Kornitzer Capital Management Shawnee Mission, Kansas	$45.8M	-$10.8M	3	0.81%	Reduced
180	State of Tennessee, Department of Treasury Nashville, Tennessee	$45.2M	-$11.6M	4	0.2%	Reduced
181	Zurich Cantonal Bank Zurich, Switzerland	$43.2M	+$7.09M	6	0.33%	Increased
182	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$42.8M	-$7.68M	1	1.21%	Reduced
183	TCM Tensile Capital Management Larkspur, California	$42.1M	-$15.7M	1	5.39%	Reduced
184	Mitsubishi UFJ Asset Management Tokyo, Japan	$41.9M	+$4.97M	5	0.55%	Increased
185	Natixis Paris, France	$41.6M	+$22.8M	3	0.26%	Increased
186	Nisa Investment Advisors St. Louis, Missouri	$41.4M	+$2.94M	4	0.35%	Increased
187	Pinnacle Associates New York	$41.1M	-$2.39M	3	0.9%	Reduced
188	Mirae Asset Global Investments Seoul, South Korea	$41M	+$1.01M	7	0.25%	Increased
189	State of Alaska Department of Revenue Juneau, Alaska	$40.9M	+$17.2M	4	0.53%	Increased
190	Chilton Capital Management Houston, Texas	$40.6M	-$1.23M	1	3.23%	Reduced
191	Avalon Investment & Advisory Houston, Texas	$40.5M	-$9.39M	3	0.83%	Reduced
192	Davis Selected Advisers Tucson, Arizona	$40.5M	+$3.58M	3	0.19%	Increased
193	Ferguson Wellman Capital Management Portland, Oregon	$40.3M	+$63.1K	1	1.19%	Increased
194	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$39.7M	+$39.8M	2	6.78%	New
195	VanEck Associates New York	$39.7M	+$21.3M	4	0.15%	Increased
196	GIP General Industrial Partners London, United Kingdom	$39.4M	-$15.4M	1	25.57%	Reduced
197	Employees Retirement System of Texas Austin, Texas	$38.5M	-$1.82M	4	0.6%	Reduced
198	Two Sigma Investments New York	$38.4M	-$3.56M	5	0.12%	Reduced
199	OP Oldfield Partners London, United Kingdom	$38.4M	+$3.09M	1	3.41%	Increased
200	Natixis Advisors Boston, Massachusetts	$38.4M	+$1.78M	4	0.27%	Increased