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 |
JP Morgan Chase
New York
| $266M | +$55.9M | 4 | 0.08% | Increased |
|
| 27 |
HCM
Highfields Capital Management
Boston,
Massachusetts
| $239M | -$14.1M | 1 | 1.88% | Reduced |
|
| 28 |
SC
Schooner Capital
Vero Beach,
Florida
| $233M | $0 | 1 | 100% | Maintained |
|
| 29 |
Northern Trust
Chicago,
Illinois
| $229M | -$18.4M | 5 | 0.08% | Reduced |
|
| 30 |
Parnassus Investments
San Francisco,
California
| $221M | +$28.9M | 1 | 2.53% | Increased |
|
| 31 |
PC
Paulson & Co
New York
| $220M | +$36.2M | 1 | 1.42% | Increased |
|
| 32 |
TCW Group
Los Angeles,
California
| $204M | +$8.51M | 3 | 0.94% | Increased |
|
| 33 |
PGGM Investments
Zeist,
Netherlands
| $200M | +$37.8M | 1 | 1.17% | Increased |
|
| 34 |
abrdn Investment Management
Edinburgh,
United Kingdom
| $196M | +$150M | 2 | 1.14% | Increased |
|
| 35 |
American Century Companies
Kansas City,
Missouri
| $190M | -$4.15M | 2 | 0.24% | Reduced |
|
| 36 |
Cohen & Steers
New York
| $181M | -$185M | 1 | 0.58% | Reduced |
|
| 37 |
CCM
Cadian Capital Management
New York
| $177M | +$96.7M | 1 | 5.2% | Increased |
|
| 38 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $177M | -$134M | 6 | 0.13% | Reduced |
|
| 39 |
SIG
Senator Investment Group
New York
| $174M | +$58.9M | 1 | 2.52% | Increased |
|
| 40 |
HCM
Hoplite Capital Management
New York
| $169M | -$23M | 1 | 6% | Reduced |
|
| 41 |
Morgan Stanley
New York
| $167M | -$60.4M | 6 | 0.08% | Reduced |
|
| 42 |
Shinko Asset Management Company
Tokyo,
Japan
| $166M | +$10.1M | 5 | 1.75% | Increased |
|
| 43 |
BAMCO Inc
New York
| $165M | -$8.18M | 3 | 0.76% | Reduced |
|
| 44 |
BlackRock Group
London,
United Kingdom
| $164M | +$16.9M | 6 | 0.11% | Increased |
|
| 45 |
BlackRock Advisors
Wilmington,
Delaware
| $145M | +$46.1M | 5 | 0.15% | Increased |
|
| 46 |
UBS AM
Chicago,
Illinois
| $140M | +$10.8M | 3 | 0.17% | Increased |
|
| 47 |
Citadel Advisors
Miami,
Florida
| $135M | -$16.8M | 7 | 0.21% | Reduced |
|
| 48 |
Edge Asset Management
Seattle,
Washington
| $129M | +$28.6M | 1 | 1.54% | Increased |
|
| 49 |
Munder Capital Management
Birmingham,
Michigan
| $127M | +$1.03M | 2 | 1.02% | Increased |
|
| 50 |
Wells Fargo
San Francisco,
California
| $123M | -$1.43M | 7 | 0.06% | Reduced |
|