← 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	Capital International Investors Los Angeles, California	$310M	+$553K	2	0.53%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$306M	+$57.2M	5	0.2%	Increased
28	Norges Bank Oslo, Norway	$281M	-$74.9M	4	0.14%	Reduced
29	Morgan Stanley New York	$278M	-$58.4M	7	0.1%	Reduced
30	TCW Group Los Angeles, California	$266M	-$68.5M	3	1.72%	Reduced
31	SC Schooner Capital Vero Beach, Florida	$259M	-$1.75M	1	95.85%	Reduced
32	BlackRock Group London, United Kingdom	$257M	+$3.64M	6	0.14%	Increased
33	Credit Suisse Zurich, Switzerland	$241M	+$15.1M	6	0.23%	Increased
34	Geode Capital Management Boston, Massachusetts	$240M	+$177M	5	0.14%	Increased
35	FTCM Fir Tree Capital Management New York	$235M	-$201M	1	3.74%	Reduced
36	BWA Brave Warrior Advisors New York	$223M	-$1.01M	1	6.44%	Reduced
37	Temasek Holdings Singapore	$221M	$0	1	1.38%	Maintained
38	BAMCO Inc New York	$221M	-$468K	1	0.87%	Reduced
39	Capital Guardian Trust Los Angeles, California	$215M	+$44.5M	2	1.55%	Increased
40	River Road Asset Management Louisville, Kentucky	$203M	+$3.87M	2	2.99%	Increased
41	JP Morgan Chase New York	$199M	+$61.1M	6	0.05%	Increased
42	Dimensional Fund Advisors Austin, Texas	$195M	+$6.59M	5	0.12%	Increased
43	HCM Highfields Capital Management Boston, Massachusetts	$191M	$0	1	1.72%	Maintained
44	Federated Hermes Pittsburgh, Pennsylvania	$183M	-$3.69M	4	0.55%	Reduced
45	UBS AM Chicago, Illinois	$174M	-$22.1M	4	0.17%	Reduced
46	Edge Asset Management Seattle, Washington	$168M	-$11.8M	1	1.52%	Reduced
47	American Century Companies Kansas City, Missouri	$168M	+$8.91M	1	0.19%	Increased
48	Wellington Management Group Boston, Massachusetts	$167M	-$12.9M	3	0.04%	Reduced
49	Jennison Associates New York	$152M	+$62.2M	3	0.14%	Increased
50	Epoch Investment Partners New York	$146M	+$36.7M	1	0.54%	Increased