← 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
26	Edgewood Management Greenwich, Connecticut	$243M	+$273M	1	3.27%	New
27	Morgan Stanley New York	$242M	+$272M	6	0.12%	New
28	JP Morgan Chase New York	$233M	+$254M	4	0.07%	New
29	SC Schooner Capital Vero Beach, Florida	$230M	+$302M	1	100%	New
30	Neuberger Berman Group New York	$222M	+$260M	3	0.26%	New
31	BRC Blue Ridge Capital New York	$206M	+$232M	1	2.49%	New
32	American Century Companies Kansas City, Missouri	$200M	+$223M	2	0.26%	New
33	TCW Group Los Angeles, California	$198M	+$222M	3	0.98%	New
34	HCM Hoplite Capital Management New York	$193M	+$217M	1	6.74%	New
35	Parnassus Investments San Francisco, California	$190M	+$249M	1	2.48%	New
36	PGGM Investments Zeist, Netherlands	$190M	+$203M	1	1.12%	New
37	PC Paulson & Co New York	$185M	+$208M	1	1.3%	New
38	Managed Account Advisors Jersey City, New Jersey	$184M	+$206M	5	0.28%	New
39	Shinko Asset Management Company Tokyo, Japan	$180M	+$192M	5	2%	New
40	BAMCO Inc New York	$175M	+$196M	3	0.91%	New
41	BlackRock Group London, United Kingdom	$157M	+$178M	5	0.12%	New
42	Viking Global Investors Stamford, Connecticut	$155M	+$174M	1	0.86%	New
43	Citadel Advisors Miami, Florida	$154M	+$167M	6	0.27%	New
44	Daiwa Securities Group Tokyo, Japan	$151M	+$162M	4	1.15%	New
45	Brookfield Corp Toronto, Ontario, Canada	$143M	+$179M	2	0.74%	New
46	UBS AM Chicago, Illinois	$143M	+$157M	3	0.18%	New
47	D.E. Shaw & Co New York	$143M	+$165M	4	0.27%	New
48	SAC Capital Advisors Stamford, Connecticut	$142M	+$159M	6	0.78%	New
49	Jennison Associates New York	$137M	+$180M	1	0.15%	New
50	Munder Capital Management Birmingham, Michigan	$134M	+$159M	2	1.14%	New