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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	Lone Pine Capital Greenwich, Connecticut	$509M	-$69.9M	1	2.66%	Reduced
27	American Century Companies Kansas City, Missouri	$508M	-$610K	4	0.51%	Reduced
28	Parnassus Investments San Francisco, California	$474M	+$2.78M	1	1.86%	Increased
29	Morgan Stanley New York	$442M	-$7.27M	9	0.12%	Reduced
30	Franklin Resources San Mateo, California	$433M	-$21.3M	4	0.21%	Reduced
31	Charles Schwab San Francisco, California	$423M	+$28.3M	5	0.34%	Increased
32	Nuveen Charlotte, North Carolina	$415M	+$11.7M	5	2.66%	Increased
33	Wells Fargo San Francisco, California	$400M	+$85.1M	8	0.12%	Increased
34	Legal & General Group London, United Kingdom	$381M	-$5.22M	7	0.28%	Reduced
35	Pictet Asset Management (UK) London, United Kingdom	$349M	-$6.72M	4	0.9%	Reduced
36	PGGM Investments Zeist, Netherlands	$337M	-$321K	1	1.89%	Reduced
37	Citadel Advisors Miami, Florida	$327M	+$109M	7	0.2%	Increased
38	Bank of Montreal Toronto, Ontario, Canada	$325M	-$45.3M	8	0.28%	Reduced
39	Teachers Advisors New York	$312M	+$25.5M	6	0.4%	Increased
40	Fred Alger Management New York	$296M	+$40.3M	3	1.34%	Increased
41	ZP Zimmer Partners New York	$291M	+$79.4M	3	7.09%	Increased
42	Aberdeen Group Edinburgh, United Kingdom	$284M	+$46M	3	0.54%	Increased
43	Swiss National Bank Zurich, Switzerland	$281M	-$15.7M	4	0.3%	Reduced
44	JSP Jackson Square Partners Larkspur, California	$279M	-$33.2M	1	1.42%	Reduced
45	TIAA CREF Investment Management New York	$271M	-$13.2M	7	0.18%	Reduced
46	SA SPO Advisory San Anselmo, California	$269M	$0	1	5.58%	Maintained
47	UBS AM Chicago, Illinois	$265M	+$19.6M	4	0.22%	Increased
48	Egerton Capital (UK) London, United Kingdom	$261M	+$41.4M	1	2.29%	Increased
49	Federated Hermes Pittsburgh, Pennsylvania	$260M	+$7.42M	5	0.73%	Increased
50	Sustainable Growth Advisers Stamford, Connecticut	$258M	+$36.8M	1	3.02%	Increased