← 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	SC Schooner Capital Vero Beach, Florida	$306M	-$17.4M	1	96.48%	Reduced
27	Managed Account Advisors Jersey City, New Jersey	$288M	+$64.8M	5	0.25%	Increased
28	APG Asset Management US New York	$273M	-$37.2M	1	2.26%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$253M	-$30.6M	6	0.16%	Reduced
30	BlackRock Group London, United Kingdom	$251M	+$7.7M	6	0.14%	Increased
31	abrdn Investment Management Edinburgh, United Kingdom	$234M	+$5.27M	1	0.96%	Increased
32	River Road Asset Management Louisville, Kentucky	$229M	+$11.5M	2	3.16%	Increased
33	HCM Highfields Capital Management Boston, Massachusetts	$225M	-$8.92M	1	2.01%	Reduced
34	Credit Suisse Zurich, Switzerland	$211M	+$180M	6	0.21%	Increased
35	Capital Guardian Trust Los Angeles, California	$206M	-$62.9M	2	1.53%	Reduced
36	BWA Brave Warrior Advisors New York	$205M	+$6.66M	1	6.27%	Increased
37	BAMCO Inc New York	$203M	-$24.7M	1	0.79%	Reduced
38	Egerton Capital (UK) London, United Kingdom	$203M	+$197M	1	2.78%	New
39	UBS AM Chicago, Illinois	$194M	+$4.86M	4	0.19%	Increased
40	Dimensional Fund Advisors Austin, Texas	$194M	+$19.5M	5	0.12%	Increased
41	Temasek Holdings Singapore	$190M	+$71.2M	1	1.43%	Increased
42	Federated Hermes Pittsburgh, Pennsylvania	$185M	+$28.9M	5	0.56%	Increased
43	Edge Asset Management Seattle, Washington	$178M	+$22.7M	1	1.55%	Increased
44	OCAM Owl Creek Asset Management New York	$161M	-$4.25M	1	8.67%	Reduced
45	Wellington Management Group Boston, Massachusetts	$160M	+$35.4M	4	0.04%	Increased
46	Janus Henderson Investors US Denver, Colorado	$159M	+$86.8M	3	0.13%	Increased
47	Sustainable Growth Advisers Stamford, Connecticut	$156M	-$16.6M	1	3.59%	Reduced
48	Victory Capital Management San Antonio, Texas	$155M	-$4.45M	2	0.56%	Reduced
49	American Century Companies Kansas City, Missouri	$146M	-$1.63M	1	0.16%	Reduced
50	JP Morgan Chase New York	$137M	-$999K	5	0.03%	Reduced