← 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	Deutsche Bank Frankfurt Am Main Ge, Germany	$284M	-$109M	6	0.18%	Reduced
27	Morgan Stanley New York	$281M	+$72.4M	7	0.1%	Increased
28	Capital Guardian Trust Los Angeles, California	$252M	+$378M	2	1.75%	Increased
29	HCM Highfields Capital Management Boston, Massachusetts	$247M	-$326M	1	2.1%	Reduced
30	BlackRock Group London, United Kingdom	$244M	+$19.8M	6	0.13%	Increased
31	Managed Account Advisors Jersey City, New Jersey	$225M	+$38.2M	6	0.22%	Increased
32	Viking Global Investors Stamford, Connecticut	$224M	+$214M	1	1.03%	New
33	River Road Asset Management Louisville, Kentucky	$223M	+$15.2M	2	3.18%	Increased
34	abrdn Investment Management Edinburgh, United Kingdom	$223M	+$7.94M	1	0.88%	Increased
35	BAMCO Inc New York	$222M	-$10.9M	2	0.89%	Reduced
36	Capital International Investors Los Angeles, California	$215M	+$13.7M	1	0.44%	Increased
37	BWA Brave Warrior Advisors New York	$193M	+$27.2M	1	6.73%	Increased
38	UBS AM Chicago, Illinois	$190M	-$15.6M	4	0.18%	Reduced
39	Invesco Atlanta, Georgia	$189M	-$78M	5	0.07%	Reduced
40	Geode Capital Management Boston, Massachusetts	$184M	+$9.12M	5	0.11%	Increased
41	Dimensional Fund Advisors Austin, Texas	$177M	+$7.82M	5	0.12%	Increased
42	OCAM Owl Creek Asset Management New York	$174M	+$11.1M	1	11.04%	Increased
43	Sustainable Growth Advisers Stamford, Connecticut	$169M	-$5.22M	1	3.81%	Reduced
44	Victory Capital Management San Antonio, Texas	$165M	+$153M	2	0.61%	Increased
45	Federated Hermes Pittsburgh, Pennsylvania	$157M	+$25M	4	0.49%	Increased
46	Edge Asset Management Seattle, Washington	$157M	+$1.74M	1	1.51%	Increased
47	Massachusetts Financial Services Boston, Massachusetts	$157M	+$128M	2	0.08%	Increased
48	Wasatch Advisors Salt Lake City, Utah	$153M	-$7.97M	2	1.59%	Reduced
49	Bank of Montreal Toronto, Ontario, Canada	$146M	+$19.4M	5	0.17%	Increased
50	American Century Companies Kansas City, Missouri	$143M	+$4.22M	1	0.16%	Increased