← 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	$122M	+$3.1M	5	0.08%	Increased
52	American Century Companies Kansas City, Missouri	$120M	-$26.6M	3	0.14%	Reduced
53	Thornburg Investment Management Santa Fe, New Mexico	$118M	-$1.86M	2	0.47%	Reduced
54	Dimensional Fund Advisors Austin, Texas	$118M	+$7.69M	4	0.09%	Increased
55	Wasatch Advisors Salt Lake City, Utah	$110M	+$9.26M	2	1.06%	Increased
56	Federated Hermes Pittsburgh, Pennsylvania	$107M	+$3.15M	4	0.36%	Increased
57	Capital Guardian Trust Los Angeles, California	$106M	+$1.67M	1	0.72%	Increased
58	RS Investment Management San Francisco, California	$105M	+$14.8M	1	0.62%	Increased
59	Capital International Investors Los Angeles, California	$104M	+$15.5M	1	0.28%	Increased
60	River Road Asset Management Louisville, Kentucky	$104M	+$734K	1	1.12%	Increased
61	Wells Fargo San Francisco, California	$104M	-$4.27M	6	0.04%	Reduced
62	Legal & General Group London, United Kingdom	$99.4M	+$122K	4	0.12%	Increased
63	Credit Agricole Montrouge Cedex, France	$99.1M	-$13.2M	6	0.4%	Reduced
64	D.E. Shaw & Co New York	$96.4M	-$19.2M	5	0.14%	Reduced
65	Fidelity International Hamilton, Bermuda	$94.7M	-$45.6M	2	0.34%	Reduced
66	Managed Account Advisors Jersey City, New Jersey	$92.7M	+$12.8M	6	0.12%	Increased
67	Lazard Asset Management New York	$91.7M	+$3.41M	3	0.2%	Increased
68	Barclays London, United Kingdom	$85.4M	-$9.32M	6	0.1%	Reduced
69	Stockbridge Partners Boston, Massachusetts	$85.2M	+$3.67M	1	5.83%	Increased
70	Wellington Management Group Boston, Massachusetts	$83.6M	-$23.2M	2	0.02%	Reduced
71	First Trust Advisors Wheaton, Illinois	$82.9M	+$13.9M	3	0.36%	Increased
72	OCM Osterweis Capital Management San Francisco, California	$82.5M	+$40.3M	1	2.52%	Increased
73	KM Kylin Management New York	$80M	+$19.2M	1	9.38%	Increased
74	Daiwa Securities Group Tokyo, Japan	$79.1M	+$13.2M	5	0.62%	Increased
75	STRS Ohio Columbus, Ohio	$77.1M	-$34.1M	4	0.35%	Reduced