← 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
51	Geode Capital Management Boston, Massachusetts	$112M	+$8M	4	0.09%	Increased
52	Brookfield Corp Toronto, Ontario, Canada	$111M	-$33.3M	1	0.57%	Reduced
53	D.E. Shaw & Co New York	$111M	-$31.7M	4	0.18%	Reduced
54	Dimensional Fund Advisors Austin, Texas	$108M	+$3.24M	4	0.09%	Increased
55	Capital Guardian Trust Los Angeles, California	$105M	-$3.06M	2	0.73%	Reduced
56	Thornburg Investment Management Santa Fe, New Mexico	$103M	-$4.2M	1	0.41%	Reduced
57	RIM Rainier Investment Management Seattle, Washington	$102M	+$46.2M	1	0.99%	Increased
58	Westwood Holdings Group Dallas, Texas	$98.4M	+$6.33M	2	0.83%	Increased
59	Federated Hermes Pittsburgh, Pennsylvania	$97.7M	+$96M	4	0.38%	Increased
60	Legal & General Group London, United Kingdom	$97M	+$5.99M	4	0.13%	Increased
61	STRS Ohio Columbus, Ohio	$93.3M	+$13.9M	4	0.41%	Increased
62	YCMGA York Capital Management Global Advisors New York	$93.1M	+$91.9M	1	1.87%	New
63	Lazard Asset Management New York	$92.5M	+$2.27M	2	0.22%	Increased
64	SCGE Management Menlo Park, California	$91.3M	+$24.7M	2	15.19%	Increased
65	OCAM Owl Creek Asset Management New York	$90.4M	+$8.55M	2	4.09%	Increased
66	Jennison Associates New York	$89.6M	-$50.8M	1	0.09%	Reduced
67	Managed Account Advisors Jersey City, New Jersey	$88.5M	-$89.5M	5	0.13%	Reduced
68	BlackRock Investment Management Wilmington, Delaware	$86.7M	+$22.3M	4	0.14%	Increased
69	Farallon Capital Management San Francisco, California	$86.7M	-$27.9M	2	1.78%	Reduced
70	TIAA CREF Investment Management New York	$84.3M	-$2.56M	4	0.07%	Reduced
71	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$82.9M	$0	1	2.45%	Maintained
72	Barclays London, United Kingdom	$82M	-$6.1M	6	0.1%	Reduced
73	Scout Investments Kansas City, Missouri	$80.5M	+$105K	1	0.56%	Increased
74	Nuveen Charlotte, North Carolina	$80.5M	+$946K	4	0.52%	Increased
75	Daiwa Securities Group Tokyo, Japan	$77.9M	-$57.4M	5	0.62%	Reduced