← 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	SC Schooner Capital Vero Beach, Florida	$239M	-$69.2M	1	100%	Reduced
52	TCW Group Los Angeles, California	$233M	-$37.6M	3	1.76%	Reduced
53	Teachers Advisors New York	$230M	+$56.3M	4	0.4%	Increased
54	Allianz Asset Management Munich, Germany	$222M	-$53.4M	4	0.24%	Reduced
55	Capital Guardian Trust Los Angeles, California	$217M	-$75.3M	2	1.67%	Reduced
56	FTCM Fir Tree Capital Management New York	$214M	-$47.4M	1	8.77%	Reduced
57	Federated Hermes Pittsburgh, Pennsylvania	$209M	-$53.3M	5	0.61%	Reduced
58	Citadel Advisors Miami, Florida	$199M	+$104M	5	0.22%	Increased
59	Millennium Management New York	$191M	+$3.43M	4	0.44%	Increased
60	Pictet Asset Management (UK) London, United Kingdom	$190M	+$24.1M	3	0.74%	Increased
61	Emerald Acquisition Seattle, Washington	$184M	+$164M	5	0.32%	New
62	Credit Suisse Zurich, Switzerland	$178M	+$38.9M	6	0.2%	Increased
63	Sustainable Growth Advisers Stamford, Connecticut	$176M	-$23.1M	1	3.71%	Reduced
64	BAMCO Inc New York	$173M	-$42.6M	2	0.92%	Reduced
65	USS Investment Management London, United Kingdom	$171M	-$25.8M	1	2.97%	Reduced
66	Duff & Phelps Investment Management Chicago, Illinois	$170M	+$101M	2	2.54%	Increased
67	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$170M	+$7.98M	5	0.29%	Increased
68	PGGM Investments Zeist, Netherlands	$167M	+$13.5M	2	0.85%	Increased
69	Neuberger Berman Group New York	$159M	-$9.55M	4	0.22%	Reduced
70	Royal Bank of Canada Toronto, Ontario, Canada	$158M	-$14.7M	6	0.09%	Reduced
71	Swiss National Bank Zurich, Switzerland	$155M	+$17.5M	4	0.25%	Increased
72	Parametric Portfolio Associates Seattle, Washington	$155M	+$7.75M	5	0.24%	Increased
73	Wells Fargo San Francisco, California	$153M	+$26.2M	5	0.06%	Increased
74	California Public Employees Retirement System Sacramento, California	$151M	+$4.19M	6	0.25%	Increased
75	Prudential Financial Newark, New Jersey	$150M	+$46.5M	4	0.25%	Increased