← 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	WCMNY Westchester Capital Management (New York) Valhalla, New York	$140M	-$8.46M	2	1.79%	Reduced
52	Managed Account Advisors Jersey City, New Jersey	$139M	+$32.6M	6	0.17%	Increased
53	Wellington Management Group Boston, Massachusetts	$138M	+$43.9M	2	0.04%	Increased
54	Wasatch Advisors Salt Lake City, Utah	$136M	$0	2	1.33%	Maintained
55	RS Investment Management San Francisco, California	$129M	-$4.46M	1	1.08%	Reduced
56	AQR Capital Management Greenwich, Connecticut	$127M	+$110M	4	0.34%	Increased
57	River Road Asset Management Louisville, Kentucky	$121M	-$9.75M	1	1.61%	Reduced
58	CCM Cadian Capital Management New York	$121M	-$138M	1	3.6%	Reduced
59	Federated Hermes Pittsburgh, Pennsylvania	$118M	-$354K	4	0.37%	Reduced
60	AC Axon Capital New York	$117M	-$60.1M	1	6.27%	Reduced
61	Russell Frank Company Seattle, Washington	$117M	-$34.9M	6	0.2%	Reduced
62	TIAA CREF Investment Management New York	$116M	+$25.5M	4	0.08%	Increased
63	OCAM Owl Creek Asset Management New York	$115M	+$35.3M	1	5.65%	Increased
64	Legal & General Group London, United Kingdom	$114M	-$246K	4	0.13%	Reduced
65	Wells Fargo San Francisco, California	$114M	-$3.83M	6	0.05%	Reduced
66	Cohen & Steers New York	$113M	-$148M	2	0.32%	Reduced
67	Thornburg Investment Management Santa Fe, New Mexico	$113M	-$15.3M	1	0.45%	Reduced
68	Stockbridge Partners Boston, Massachusetts	$112M	+$13.5M	1	6.43%	Increased
69	BWA Brave Warrior Advisors New York	$107M	+$98.1M	1	4.32%	New
70	Two Sigma Investments New York	$107M	+$66.6M	2	0.48%	Increased
71	Elliott Management New York	$106M	+$88.1M	1	1.49%	New
72	ING Group Amsterdam, Netherlands	$102M	+$41.6M	3	0.51%	Increased
73	JP Morgan Chase New York	$101M	-$92.9M	5	0.03%	Reduced
74	Lazard Asset Management New York	$99.7M	-$3.5M	2	0.21%	Reduced
75	Credit Agricole Montrouge Cedex, France	$99M	-$12.7M	5	0.42%	Reduced