← 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
201
Advisors Asset Management
Advisors Asset Management
Colorado
$16.4M +$4.4M 3 0.25% Increased
202
DCM
Destrier Capital Management
New York
$16.4M +$3.07M 1 8.1% Increased
203
HT
HAP Trading
New York
$16.2M +$7.41M 1 0.73% Increased
204
CC
Coastland Capital
California
$16.1M +$738K 1 0.65% Increased
205
ESCM
Echo Street Capital Management
New York
$15.6M -$22.7M 1 1.22% Reduced
206
Oberweis Asset Management
Oberweis Asset Management
Illinois
$15.4M -$7.9M 1 3.24% Reduced
207
Canada Life
Canada Life
Manitoba, Canada
$15.3M +$4M 4 0.05% Increased
208
William Blair & Company
William Blair & Company
Illinois
$15.2M -$576K 2 0.03% Reduced
209
Fenimore Asset Management
Fenimore Asset Management
New York
$15M +$49.4K 1 0.83% Increased
210
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$14.8M -$466K 4 0.06% Reduced
211
GS
Gagnon Securities
New York
$14.8M -$72.9K 1 4.39% Reduced
212
CC
Caspian Capital
New York
$14.5M $0 1 6.6% Maintained
213
Sentry Investments
Sentry Investments
Ontario, Canada
$14.4M +$2.75M 1 0.2% Increased
214
APCM
Arbiter Partners Capital Management
New York
$14.3M +$13.3M 1 1.6% Increased
215
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$14.1M +$147K 2 0.08% Increased
216
SEI Trust Company
SEI Trust Company
Pennsylvania
$14.1M -$3.09M 3 0.14% Reduced
217
LCP
LeVasseur Capital Partners
California
$14M +$327K 1 16.52% Increased
218
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.9M +$9.55M 1 0.35% Increased
219
Korea Investment Corp
Korea Investment Corp
South Korea
$13.1M -$7.87M 2 0.12% Reduced
220
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$13.1M +$61.7K 4 0.09% Increased
221
SG Americas Securities
SG Americas Securities
New York
$13.1M -$4.91M 3 0.06% Reduced
222
FAM
Foxhaven Asset Management
Virginia
$12.6M +$12.6M 1 3.43% New
223
Aviva
Aviva
United Kingdom
$12.4M +$475K 3 0.1% Increased
224
ALPS Advisors
ALPS Advisors
Colorado
$12.2M +$1.8M 2 0.12% Increased
225
Rockefeller Financial Services
Rockefeller Financial Services
New York
$12M +$249K 1 0.26% Increased