← 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
HCCM
Herring Creek Capital Management
Connecticut
$17.5M -$11.4M 1 3.42% Reduced
202
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$17.1M +$147K 4 0.09% Increased
203
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$17M +$492K 2 0.09% Increased
204
Fenimore Asset Management
Fenimore Asset Management
New York
$16.9M +$392K 1 0.92% Increased
205
GS
Gagnon Securities
New York
$16.5M -$233K 1 5.35% Reduced
206
SEI Trust Company
SEI Trust Company
Pennsylvania
$16.3M +$196K 3 0.16% Increased
207
APCM
Arbiter Partners Capital Management
New York
$16.2M $0 1 1.6% Maintained
208
ACI
AMP Capital Investors
Australia
$16.2M +$4.22M 4 0.1% Increased
209
LCP
LeVasseur Capital Partners
California
$16M $0 1 19.62% Maintained
210
CCM
Crestwood Capital Management
New York
$15.8M -$1.47M 1 1.93% Reduced
211
SR
Sloane Robinson
United Kingdom
$15.8M +$6.6M 1 9.89% Increased
212
Rockefeller Financial Services
Rockefeller Financial Services
New York
$15.5M +$95.8K 1 0.35% Increased
213
AC
Apex Capital
California
$15.2M -$17.6M 1 0.95% Reduced
214
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$15.2M -$129K 4 0.11% Reduced
215
Canada Life
Canada Life
Manitoba, Canada
$15M -$2.5M 5 0.05% Reduced
216
Aviva
Aviva
United Kingdom
$15M +$818K 3 0.11% Increased
217
KBC Group
KBC Group
Belgium
$14.4M +$3.64M 5 0.16% Increased
218
Oberweis Asset Management
Oberweis Asset Management
Illinois
$14.1M -$1.82M 1 3.46% Reduced
219
Capital International
Capital International
California
$14M $0 1 0.87% Maintained
220
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$13.6M -$35.5M 2 0.03% Reduced
221
ESCM
Echo Street Capital Management
New York
$13.4M -$3.96M 1 0.88% Reduced
222
1832 Asset Management
1832 Asset Management
Ontario, Canada
$13.3M +$11M 1 0.04% New
223
DL
Delta Lloyd
Netherlands
$13.1M -$7.87M 3 0.41% Reduced
224
TPSF
Texas Permanent School Fund
Texas
$13.1M -$8.21K 2 0.14% Reduced
225
MHIC
Marble Harbor Investment Counsel
Massachusetts
$13M +$978K 1 3.09% Increased