← 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	TAMH Taikang Asset Management (HK) Hong Kong	$42.3M	+$5.73M	3	9.55%	Increased
202	1832 Asset Management Toronto, Ontario, Canada	$42.3M	+$10.4M	4	0.15%	Increased
203	Robeco Institutional Asset Management Rotterdam, Netherlands	$41.8M	+$1.15M	3	0.17%	Increased
204	TP Toronado Partners San Francisco, California	$41.7M	-$10.1M	1	13.05%	Reduced
205	IECM Intrinsic Edge Capital Management Chicago, Illinois	$41M	+$40.9M	2	5.43%	New
206	OCM Osterweis Capital Management San Francisco, California	$40.9M	+$4.28M	1	3.32%	Increased
207	TCM Tekne Capital Management New York	$39.9M	-$11.7M	1	18.27%	Reduced
208	Country Trust Bank Bloomington, Illinois	$39.5M	-$63.8K	1	1.78%	Reduced
209	Royal London Asset Management United Kingdom	$39.3M	+$2.88M	3	0.32%	Increased
210	GW&K Investment Management Boston, Massachusetts	$39.3M	+$5.18M	1	0.69%	Increased
211	Artisan Partners Milwaukee, Wisconsin	$39M	+$18.1M	1	0.08%	Increased
212	Putnam Investments Boston, Massachusetts	$38.5M	+$14M	3	0.1%	Increased
213	Swiss Life Asset Management Zurich,	$38.5M	+$6.85M	3	0.73%	Increased
214	Chilton Capital Management Houston, Texas	$38.5M	-$4.45M	2	3.87%	Reduced
215	MSL Mackay Shields LLC New York	$37.4M	+$15M	5	0.35%	Increased
216	Storebrand Asset Management Lysaker, Norway	$36.5M	+$36.2M	4	0.38%	New
217	River Road Asset Management Louisville, Kentucky	$36.5M	-$3.08M	1	0.82%	Reduced
218	Baird Financial Group Milwaukee, Wisconsin	$36.2M	+$3.72M	5	0.17%	Increased
219	William Blair & Company Chicago, Illinois	$36.2M	+$6.65M	4	0.23%	Increased
220	HCM Hahn Capital Management Walnut Creek, California	$35.6M	+$286K	1	6.59%	Increased
221	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$35.1M	+$31.2M	5	0.81%	Increased
222	Balyasny Asset Management Chicago, Illinois	$34.9M	+$11.8M	3	0.41%	Increased
223	DCM Dupont Capital Management Wilmington, Delaware	$34.2M	+$10.1M	6	0.81%	Increased
224	PR Payden & Rygel Los Angeles, California	$33.7M	+$2.81M	1	2.43%	Increased
225	SG Americas Securities New York	$33.4M	+$5.15M	4	0.31%	Increased