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 |
CCM
Cadian Capital Management
New York
| $211M | +$37.5M | 1 | 5.44% | Increased |
|
| 27 |
Edgewood Management
Greenwich,
Connecticut
| $211M | -$135M | 1 | 2.36% | Reduced |
|
| 28 |
OppenheimerFunds
New York
| $205M | -$57.6M | 1 | 0.25% | Reduced |
|
| 29 |
APG Asset Management US
New York
| $200M | -$62.8M | 1 | 2.24% | Reduced |
|
| 30 |
abrdn Investment Management
Edinburgh,
United Kingdom
| $197M | +$6.42M | 2 | 1.04% | Increased |
|
| 31 |
Credit Suisse
Zurich,
Switzerland
| $194M | +$112M | 6 | 0.18% | Increased |
|
| 32 |
Cohen & Steers
New York
| $194M | +$26.7M | 1 | 0.63% | Increased |
|
| 33 |
PGGM Investments
Zeist,
Netherlands
| $190M | +$4.32M | 1 | 1.04% | Increased |
|
| 34 |
JP Morgan Chase
New York
| $183M | -$68.8M | 5 | 0.05% | Reduced |
|
| 35 |
UBS AM
Chicago,
Illinois
| $179M | +$46.4M | 3 | 0.2% | Increased |
|
| 36 |
Ameriprise
Minneapolis,
Minnesota
| $166M | +$102M | 6 | 0.1% | Increased |
|
| 37 |
Temasek Holdings
Singapore
| $157M | +$128M | 1 | 3.25% | New |
|
| 38 |
Shinko Asset Management Company
Tokyo,
Japan
| $155M | +$750K | 5 | 1.59% | Increased |
|
| 39 |
AC
Axon Capital
New York
| $154M | +$144M | 1 | 6.09% | New |
|
| 40 |
BlackRock Group
London,
United Kingdom
| $154M | -$6.84M | 6 | 0.1% | Reduced |
|
| 41 |
Sculptor Capital
New York
| $143M | -$126M | 2 | 0.37% | Reduced |
|
| 42 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $143M | -$25.5M | 6 | 0.1% | Reduced |
|
| 43 |
BAMCO Inc
New York
| $142M | -$18.9M | 3 | 0.59% | Reduced |
|
| 44 |
American Century Companies
Kansas City,
Missouri
| $139M | -$42.4M | 3 | 0.16% | Reduced |
|
| 45 |
Edge Asset Management
Seattle,
Washington
| $137M | +$17.9M | 1 | 1.49% | Increased |
|
| 46 |
EC
Eminence Capital
New York
| $135M | +$85.4M | 1 | 2.39% | Increased |
|
| 47 |
Munder Capital Management
Birmingham,
Michigan
| $130M | -$1.37M | 2 | 0.95% | Reduced |
|
| 48 |
EPCM
Eton Park Capital Management
New York
| $129M | +$62.6M | 1 | 2.4% | Increased |
|
| 49 |
Morgan Stanley
New York
| $123M | -$41.3M | 7 | 0.05% | Reduced |
|
| 50 |
Fidelity International
Hamilton,
Bermuda
| $122M | +$17M | 2 | 0.49% | Increased |
|