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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	TCW Group Los Angeles, California	$208M	+$5.01M	3	1.73%	Increased
52	Federated Hermes Pittsburgh, Pennsylvania	$204M	-$2.22M	4	0.59%	Reduced
53	ZP Zimmer Partners New York	$204M	$0	1	4.84%	Maintained
54	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$204M	+$5.41M	5	0.3%	Increased
55	Macquarie Group Sydney, NSW 2000, Australia	$189M	-$22.8M	5	0.35%	Reduced
56	Royal Bank of Canada Toronto, Ontario, Canada	$186M	+$3.11M	7	0.1%	Increased
57	Lasalle Investment Management Securities Baltimore, Maryland	$182M	-$22.9M	1	2.3%	Reduced
58	SC Schooner Capital Vero Beach, Florida	$178M	-$2.51M	1	100%	Reduced
59	AllianceBernstein Nashville, Tennessee	$176M	-$1.76M	4	0.14%	Reduced
60	FTCM Fir Tree Capital Management New York	$175M	-$17M	1	5.27%	Reduced
61	Victory Capital Management San Antonio, Texas	$175M	-$6.49M	4	0.41%	Reduced
62	abrdn Investment Management Edinburgh, United Kingdom	$172M	-$104M	1	0.58%	Reduced
63	Sarasin & Partners London, United Kingdom	$171M	-$10.3M	1	3.34%	Reduced
64	Alkeon Capital Management New York	$170M	+$10.5M	1	1.37%	Increased
65	Renaissance Technologies New York	$166M	+$81.6M	3	0.21%	Increased
66	Duff & Phelps Investment Management Chicago, Illinois	$165M	-$9.69M	3	2.38%	Reduced
67	Raymond James & Associates St Petersburg, Florida	$164M	+$13.6M	6	0.36%	Increased
68	Credit Suisse Zurich, Switzerland	$163M	-$62M	5	0.16%	Reduced
69	Asset Management One Tokyo, Japan	$162M	-$1.17M	4	0.41%	Reduced
70	Neuberger Berman Group New York	$159M	-$14.3M	4	0.2%	Reduced
71	Fred Alger Management New York	$157M	+$36M	3	0.75%	Increased
72	New York State Common Retirement Fund Albany, New York	$155M	+$21.6M	4	0.2%	Increased
73	Guggenheim Capital Chicago, Illinois	$153M	+$5.13M	6	0.4%	Increased
74	Security Capital Research & Management Chicago, Illinois	$151M	-$5.55M	3	4.82%	Reduced
75	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$149M	+$14M	3	0.29%	Increased