← 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	TIAA CREF Investment Management New York	$141M	+$5.62M	4	0.1%	Increased
52	JP Morgan Chase New York	$137M	-$17.2M	6	0.03%	Reduced
53	SF Schooner Foundation Boston, Massachusetts	$130M	+$6.14M	1	100%	Increased
54	Legal & General Group London, United Kingdom	$129M	+$2.02M	5	0.15%	Increased
55	Russell Frank Company Seattle, Washington	$120M	+$12.7M	5	0.21%	Increased
56	Lazard Asset Management New York	$118M	+$20.7M	3	0.25%	Increased
57	Wellington Management Group Boston, Massachusetts	$115M	-$5.9M	4	0.03%	Reduced
58	First Trust Advisors Wheaton, Illinois	$114M	+$373K	5	0.39%	Increased
59	Susquehanna International Group Bala Cynwyd, Pennsylvania	$107M	+$9.65M	7	0.04%	Increased
60	Wells Fargo San Francisco, California	$105M	-$18.5M	6	0.04%	Reduced
61	Temasek Holdings Singapore	$103M	$0	1	1.07%	Maintained
62	OCM Osterweis Capital Management San Francisco, California	$101M	-$3.64M	1	3.31%	Reduced
63	Guggenheim Capital Chicago, Illinois	$100M	+$31.4M	5	0.25%	Increased
64	D.E. Shaw & Co New York	$98.1M	+$40.1M	5	0.13%	Increased
65	Miller Howard Investments Kingston, New York	$94.2M	+$6.3M	1	1.45%	Increased
66	Two Sigma Investments New York	$94M	+$21.8M	5	0.52%	Increased
67	PGGM Investments Zeist, Netherlands	$93.5M	$0	1	0.42%	Maintained
68	OppenheimerFunds New York	$90.1M	-$29.6M	1	0.1%	Reduced
69	Barclays London, United Kingdom	$88.2M	+$4.73M	6	0.08%	Increased
70	EC Eminence Capital New York	$87.1M	-$56.4M	1	1.27%	Reduced
71	Stockbridge Partners Boston, Massachusetts	$86.8M	+$7.47M	1	4.6%	Increased
72	Thornburg Investment Management Santa Fe, New Mexico	$85.5M	-$8.97M	1	0.43%	Reduced
73	Confluence Investment Management St. Louis, Missouri	$83.4M	+$3.95M	2	3.4%	Increased
74	Millennium Management New York	$80.7M	+$29.5M	4	0.17%	Increased
75	UBS Group Zurich, Switzerland	$80.7M	+$77.8M	7	0.06%	New