← 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	Norges Bank Oslo, Norway	$278M	-$291M	3	0.15%	Reduced
27	SC Schooner Capital Vero Beach, Florida	$269M	-$21.9M	1	96.8%	Reduced
28	Invesco Atlanta, Georgia	$253M	-$25.6M	5	0.1%	Reduced
29	Macquarie Group Sydney, NSW 2000, Australia	$251M	+$3.11M	6	0.54%	Increased
30	BAMCO Inc New York	$217M	+$12.4M	2	0.9%	Increased
31	Credit Suisse Zurich, Switzerland	$216M	-$20.7M	6	0.18%	Reduced
32	BlackRock Group London, United Kingdom	$205M	-$373K	6	0.12%	Reduced
33	abrdn Investment Management Edinburgh, United Kingdom	$201M	-$45.7M	2	0.76%	Reduced
34	UBS AM Chicago, Illinois	$191M	-$20.8M	4	0.19%	Reduced
35	Morgan Stanley New York	$187M	-$28.3M	7	0.07%	Reduced
36	River Road Asset Management Louisville, Kentucky	$176M	+$56.5M	2	2.46%	Increased
37	Managed Account Advisors Jersey City, New Jersey	$175M	+$34.6M	6	0.19%	Increased
38	Capital International Investors Los Angeles, California	$169M	-$13.8M	1	0.41%	Reduced
39	Sustainable Growth Advisers Stamford, Connecticut	$163M	+$10.6M	1	3.67%	Increased
40	Geode Capital Management Boston, Massachusetts	$159M	+$3.28M	4	0.1%	Increased
41	Dimensional Fund Advisors Austin, Texas	$155M	+$2.62M	5	0.11%	Increased
42	BWA Brave Warrior Advisors New York	$154M	+$46.7M	1	5.72%	Increased
43	KSCM King Street Capital Management New York	$149M	+$6.01M	1	19.76%	Increased
44	Edge Asset Management Seattle, Washington	$146M	-$28.9M	1	1.46%	Reduced
45	JP Morgan Chase New York	$144M	+$39.4M	6	0.03%	Increased
46	Capital Guardian Trust Los Angeles, California	$143M	-$19.8M	2	1.02%	Reduced
47	Munder Capital Management Birmingham, Michigan	$142M	-$8.47M	2	1.05%	Reduced
48	Wasatch Advisors Salt Lake City, Utah	$139M	+$1.14M	2	1.46%	Increased
49	OCAM Owl Creek Asset Management New York	$137M	+$22.5M	1	6.82%	Increased
50	EC Eminence Capital New York	$137M	-$13.4M	1	2.01%	Reduced