← 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	KM Kylin Management New York	$24.2M	+$27.3M	1	7.74%	New
202	South Texas Money Management San Antonio, Texas	$24M	+$2.47M	1	1.15%	Increased
203	Loomis, Sayles & Company Boston, Massachusetts	$24M	-$537K	3	0.06%	Reduced
204	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$23.9M	-$7.84M	3	0.27%	Reduced
205	PR Payden & Rygel Los Angeles, California	$23.5M	+$9.06M	1	1.9%	Increased
206	HCM Hahn Capital Management Walnut Creek, California	$23.1M	+$9.58M	1	3.35%	Increased
207	CC Crosslink Capital Menlo Park, California	$23M	+$5.88M	2	6.48%	Increased
208	ProShare Advisors Bethesda, Maryland	$22.6M	+$572K	4	0.16%	Increased
209	Two Sigma Investments New York	$22.6M	+$17.2M	5	0.09%	Increased
210	Suntrust Banks Atlanta, Georgia	$22.6M	+$1.33M	3	0.13%	Increased
211	SCM Stevens Capital Management Radnor, Pennsylvania	$22.2M	+$18.5M	3	1.15%	Increased
212	Gateway Investment Advisers Cincinnati, Ohio	$22.2M	-$28.8K	3	0.21%	Reduced
213	OCM Osterweis Capital Management San Francisco, California	$21.8M	-$1.08M	1	1.68%	Reduced
214	William Blair & Company Chicago, Illinois	$20.9M	+$524K	4	0.15%	Increased
215	WI Wafra Inc New York	$20.9M	$0	1	0.82%	Maintained
216	Fenimore Asset Management Cobleskill, New York	$20.8M	+$6.66M	1	0.84%	Increased
217	State of Tennessee, Department of Treasury Nashville, Tennessee	$20.7M	-$3.39M	4	0.11%	Reduced
218	MetLife Investment Management Whippany, New Jersey	$20.5M	-$178K	5	0.25%	Reduced
219	BNP Paribas Asset Management Paris, France	$20.4M	-$3.75M	4	0.19%	Reduced
220	Raymond James Financial Services Advisors St. Petersburg, Florida	$20.2M	-$617K	5	0.11%	Reduced
221	Driehaus Capital Management Chicago, Illinois	$20.2M	-$2.49M	4	0.86%	Reduced
222	HI Honeywell International Charlotte, North Carolina	$19.4M	$0	4	1.28%	Maintained
223	TCM Tran Capital Management San Rafael, California	$19.3M	-$6.34M	1	3.35%	Reduced
224	South Dakota Investment Council Sioux Falls, South Dakota	$19.1M	+$5.84M	3	0.48%	Increased
225	State of Michigan Retirement System Lansing, Michigan	$19.1M	-$589K	4	0.17%	Reduced