← 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
APCM
Arbiter Partners Capital Management
New York
$16.4M $0 1 1.62% Maintained
202
LCP
LeVasseur Capital Partners
California
$16.1M $0 1 19.36% Maintained
203
Korea Investment Corp
Korea Investment Corp
South Korea
$16M +$4.28M 3 0.13% Increased
204
PP
PDT Partners
New York
$15.6M +$7.69M 3 0.4% Increased
205
MAM
Myriad Asset Management
Hong Kong
$14.7M +$11.4M 1 1.62% Increased
206
ProShare Advisors
ProShare Advisors
Maryland
$13.8M +$1.01M 4 0.18% Increased
207
Canada Life
Canada Life
Manitoba, Canada
$13.8M -$972K 5 0.05% Reduced
208
LCG
Luxor Capital Group
New York
$13.7M +$13.7M 1 0.21% New
209
NLCM
Neon Liberty Capital Management
New York
$13.5M +$15.3M 1 15.21% New
210
BUB
BBVA USA Bancshares
Texas
$13.3M +$12.9M 2 0.59% Increased
211
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$13.2M -$1.24M 2 0.03% Reduced
212
GC
GMT Capital
Georgia
$13.2M +$1.18M 1 0.28% Increased
213
KBC Group
KBC Group
Belgium
$13.2M -$2.1M 5 0.46% Reduced
214
Daiwa Securities Group
Daiwa Securities Group
Japan
$13M -$57.6M 4 0.1% Reduced
215
IAM
Integre Asset Management
New York
$12.7M +$708K 1 2.69% Increased
216
Capital International
Capital International
California
$12.6M -$1.34M 1 0.78% Reduced
217
DCM
Destrier Capital Management
New York
$12.5M $0 1 3.13% Maintained
218
TPSF
Texas Permanent School Fund
Texas
$12.4M -$792K 2 0.14% Reduced
219
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$12.4M -$23.4M 2 0.06% Reduced
220
HRES
Heitman Real Estate Securities
Illinois
$12.1M -$13.1M 1 0.8% Reduced
221
MHIC
Marble Harbor Investment Counsel
Massachusetts
$12M -$1.03M 1 2.89% Reduced
222
SG Americas Securities
SG Americas Securities
New York
$11.8M -$18.5M 3 0.07% Reduced
223
KAM
Keeley Asset Management
Illinois
$11.7M -$426K 1 0.24% Reduced
224
SCM
Symons Capital Management
Pennsylvania
$11.4M -$564K 1 2.4% Reduced
225
Gabelli Funds
Gabelli Funds
New York
$11.3M +$179K 3 0.06% Increased