← 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	$118M	+$6.09M	4	0.08%	Increased
52	Brookfield Corp Toronto, Ontario, Canada	$117M	-$7.16M	1	0.64%	Reduced
53	HCM Hoplite Capital Management New York	$117M	-$43.1M	1	3.29%	Reduced
54	Capital Guardian Trust Los Angeles, California	$115M	-$3.33M	2	0.76%	Reduced
55	River Road Asset Management Louisville, Kentucky	$113M	+$27.2M	2	1.23%	Increased
56	D.E. Shaw & Co New York	$112M	+$3.38M	5	0.15%	Increased
57	Thornburg Investment Management Santa Fe, New Mexico	$112M	+$16.6M	1	0.43%	Increased
58	Credit Agricole Montrouge Cedex, France	$108M	+$47M	5	0.45%	Increased
59	Wasatch Advisors Salt Lake City, Utah	$105M	+$47M	2	1.03%	Increased
60	Dimensional Fund Advisors Austin, Texas	$105M	+$2.86M	4	0.08%	Increased
61	Wells Fargo San Francisco, California	$104M	-$10.9M	6	0.05%	Reduced
62	STRS Ohio Columbus, Ohio	$104M	+$17.5M	4	0.47%	Increased
63	RS Investment Management San Francisco, California	$99.1M	+$21.6M	1	0.61%	Increased
64	WCMNY Westchester Capital Management (New York) Valhalla, New York	$98.2M	+$25.6M	2	1.45%	Increased
65	Capital International Investors Los Angeles, California	$97.3M	+$37.9M	1	0.3%	Increased
66	Federated Hermes Pittsburgh, Pennsylvania	$97.1M	+$5.55M	4	0.34%	Increased
67	Legal & General Group London, United Kingdom	$96.9M	+$1.51M	4	0.12%	Increased
68	Wellington Management Group Boston, Massachusetts	$91.1M	+$41.3M	3	0.03%	Increased
69	Barclays London, United Kingdom	$91.1M	+$11.6M	6	0.09%	Increased
70	SCGE Management Menlo Park, California	$90.3M	-$11.2M	2	13.04%	Reduced
71	Nomura Holdings Tokyo, Japan	$85.6M	+$54.1M	3	0.39%	Increased
72	Lazard Asset Management New York	$84.9M	+$1.16M	2	0.19%	Increased
73	Citadel Advisors Miami, Florida	$81.9M	-$55.1M	7	0.11%	Reduced
74	VCM Valiant Capital Management San Francisco, California	$78.6M	+$73.6M	1	5.67%	New
75	Stockbridge Partners Boston, Massachusetts	$78.3M	+$73.3M	1	5.58%	New