← 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	American Century Companies Kansas City, Missouri	$130M	-$12.1M	1	0.15%	Reduced
52	Wellington Management Group Boston, Massachusetts	$125M	+$34.1M	4	0.03%	Increased
53	Federated Hermes Pittsburgh, Pennsylvania	$124M	-$555K	4	0.4%	Reduced
54	TIAA CREF Investment Management New York	$124M	+$4.94M	4	0.09%	Increased
55	Temasek Holdings Singapore	$120M	$0	1	1.28%	Maintained
56	Bank of Montreal Toronto, Ontario, Canada	$117M	-$45.2M	5	0.13%	Reduced
57	Legal & General Group London, United Kingdom	$116M	-$1.67M	5	0.14%	Reduced
58	OppenheimerFunds New York	$112M	-$85.9M	1	0.12%	Reduced
59	Wells Fargo San Francisco, California	$112M	+$3.45M	6	0.05%	Increased
60	Fidelity International Hamilton, Bermuda	$106M	+$78.1M	2	0.41%	Increased
61	Brookfield Corp Toronto, Ontario, Canada	$105M	-$89.7M	1	0.62%	Reduced
62	First Trust Advisors Wheaton, Illinois	$105M	+$28.8M	5	0.41%	Increased
63	SF Schooner Foundation Boston, Massachusetts	$105M	+$104M	1	100%	New
64	CCM Cadian Capital Management New York	$102M	-$20.9M	1	2.67%	Reduced
65	Russell Frank Company Seattle, Washington	$98.7M	-$15.6M	5	0.18%	Reduced
66	OCM Osterweis Capital Management San Francisco, California	$98.4M	+$32.1K	1	3.02%	Increased
67	RS Investment Management San Francisco, California	$95M	-$33.7M	1	0.88%	Reduced
68	Susquehanna International Group Bala Cynwyd, Pennsylvania	$89.8M	+$52.6M	6	0.03%	Increased
69	Thornburg Investment Management Santa Fe, New Mexico	$88.8M	-$32.8M	1	0.4%	Reduced
70	PGGM Investments Zeist, Netherlands	$88M	$0	1	0.42%	Maintained
71	Lazard Asset Management New York	$84.7M	-$1.34M	2	0.18%	Reduced
72	Miller Howard Investments Kingston, New York	$82.8M	+$1.23M	1	1.28%	Increased
73	Credit Agricole Montrouge Cedex, France	$79.9M	-$20.4M	5	0.34%	Reduced
74	BlackRock New York	$78.4M	-$18.9M	5	0.11%	Reduced
75	Barclays London, United Kingdom	$76M	-$71.4M	6	0.07%	Reduced