← 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
L1 Capital
L1 Capital
Australia
$50.8M +$55.3M 1 6.32% New
202
TCM
Tensile Capital Management
California
$50.6M $0 1 5.89% Maintained
203
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$50.1M -$138M 6 0.12% Reduced
204
DP
Dearborn Partners
Illinois
$50M +$36.3M 2 2.03% Increased
205
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$49.7M +$1.32M 1 2.07% Increased
206
BTP
Bloom Tree Partners
New York
$48.5M +$5.62M 1 5.78% Increased
207
AMF Tjänstepension
AMF Tjänstepension
Sweden
$48.5M +$3.74M 1 0.35% Increased
208
Candriam SCA
Candriam SCA
Luxembourg
$48.2M -$7.99M 3 0.33% Reduced
209
PGH
Partners Group Holding
Switzerland
$47.4M -$6.49M 1 3.3% Reduced
210
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.2M +$15.7M 4 0.21% Increased
211
Vontobel Holding
Vontobel Holding
Switzerland
$45.8M +$1.37M 1 0.4% Increased
212
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$45.5M -$128K 4 0.48% Reduced
213
Davis Selected Advisers
Davis Selected Advisers
Arizona
$45.1M $0 3 0.21% Maintained
214
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$45M +$48.9M 1 1.71% New
215
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$43.6M +$441K 2 2.41% Increased
216
Boston Financial Management
Boston Financial Management
Massachusetts
$43.5M -$574K 1 1.77% Reduced
217
NP
NS Partners
United Kingdom
$43.5M +$18.1M 2 2.22% Increased
218
VanEck Associates
VanEck Associates
New York
$43.1M -$21.5M 5 0.11% Reduced
219
Temasek Holdings
Temasek Holdings
Singapore
$42.9M $0 1 0.15% Maintained
220
Great Lakes Advisors
Great Lakes Advisors
Illinois
$42.5M +$31.7M 2 0.66% Increased
221
Renaissance Technologies
Renaissance Technologies
New York
$42.3M -$17.4M 7 0.05% Reduced
222
Chilton Capital Management
Chilton Capital Management
Texas
$41.8M +$662K 2 2.35% Increased
223
DZ Bank
DZ Bank
Germany
$41.4M -$13.6M 3 0.06% Reduced
224
Natixis Advisors
Natixis Advisors
Massachusetts
$41.4M -$2.85M 5 0.17% Reduced
225
CM
Cartica Management
District of Columbia
$40.6M +$27.2M 1 7.74% Increased