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
| $238M | +$18.7M | 1 | 2.54% | Increased |
|
| 27 |
Northern Trust
Chicago,
Illinois
| $236M | +$1.16M | 5 | 0.07% | Increased |
|
| 28 |
SC
Schooner Capital
Vero Beach,
Florida
| $227M | -$10.7M | 1 | 94.81% | Reduced |
|
| 29 |
APG Asset Management US
New York
| $223M | +$6.71M | 1 | 2.26% | Increased |
|
| 30 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $222M | +$70.4M | 6 | 0.16% | Increased |
|
| 31 |
abrdn Investment Management
Edinburgh,
United Kingdom
| $219M | +$14.4M | 2 | 1.04% | Increased |
|
| 32 |
Parnassus Investments
San Francisco,
California
| $216M | -$33.4M | 3 | 2.09% | Reduced |
|
| 33 |
PGGM Investments
Zeist,
Netherlands
| $205M | $0 | 1 | 1.07% | Maintained |
|
| 34 |
EPCM
Eton Park Capital Management
New York
| $203M | +$68.9M | 1 | 3.46% | Increased |
|
| 35 |
OppenheimerFunds
New York
| $191M | -$29.6M | 1 | 0.23% | Reduced |
|
| 36 |
Temasek Holdings
Singapore
| $191M | $0 | 1 | 2.97% | Maintained |
|
| 37 |
UBS AM
Chicago,
Illinois
| $189M | -$452K | 3 | 0.2% | Reduced |
|
| 38 |
Credit Suisse
Zurich,
Switzerland
| $178M | -$20.8M | 6 | 0.17% | Reduced |
|
| 39 |
JP Morgan Chase
New York
| $177M | -$15.5M | 4 | 0.05% | Reduced |
|
| 40 |
BAMCO Inc
New York
| $164M | +$15.4M | 3 | 0.67% | Increased |
|
| 41 |
BlackRock Group
London,
United Kingdom
| $164M | +$4.48M | 6 | 0.1% | Increased |
|
| 42 |
Morgan Stanley
New York
| $163M | +$36.5M | 7 | 0.07% | Increased |
|
| 43 |
AC
Axon Capital
New York
| $161M | $0 | 1 | 7.7% | Maintained |
|
| 44 |
Ameriprise
Minneapolis,
Minnesota
| $154M | -$16.7M | 7 | 0.09% | Reduced |
|
| 45 |
Edge Asset Management
Seattle,
Washington
| $150M | +$1.41M | 1 | 1.59% | Increased |
|
| 46 |
Brookfield Corp
Toronto,
Ontario, Canada
| $142M | +$35.7M | 1 | 0.61% | Increased |
|
| 47 |
Sustainable Growth Advisers
Stamford,
Connecticut
| $140M | +$140M | 1 | 2.95% | New |
|
| 48 |
Russell Frank Company
Seattle,
Washington
| $134M | +$90.5M | 6 | 0.24% | Increased |
|
| 49 |
Munder Capital Management
Birmingham,
Michigan
| $128M | +$587K | 2 | 0.92% | Increased |
|
| 50 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
| $125M | +$25.1M | 2 | 1.63% | Increased |
|