← 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	Millennium Management New York	$225M	-$42.2M	5	0.34%	Reduced
52	Federated Hermes Pittsburgh, Pennsylvania	$221M	+$1.59M	5	0.63%	Increased
53	Royal Bank of Canada Toronto, Ontario, Canada	$219M	+$23.6M	7	0.11%	Increased
54	Sustainable Growth Advisers Stamford, Connecticut	$219M	-$2.93M	1	2.98%	Reduced
55	Citadel Advisors Miami, Florida	$218M	+$99.9M	4	0.17%	Increased
56	Egerton Capital (UK) London, United Kingdom	$217M	+$132M	1	1.94%	Increased
57	Resolution Capital Sydney, NSW, Australia	$213M	-$55.5M	2	9.79%	Reduced
58	ZP Zimmer Partners New York	$212M	+$493K	1	4.72%	Increased
59	Duff & Phelps Investment Management Chicago, Illinois	$211M	+$38.3M	3	2.96%	Increased
60	TCW Group Los Angeles, California	$206M	-$11.4M	3	1.64%	Reduced
61	Lasalle Investment Management Securities Baltimore, Maryland	$200M	+$8.75M	2	3.05%	Increased
62	Alyeska Investment Group Chicago, Illinois	$198M	+$67.5M	2	1.48%	Increased
63	Alkeon Capital Management New York	$197M	+$19.5M	1	1.41%	Increased
64	Asset Management One Tokyo, Japan	$195M	+$23.4M	4	0.46%	Increased
65	AllianceBernstein Nashville, Tennessee	$195M	+$9.43M	4	0.15%	Increased
66	ACM AEW Capital Management Boston, Massachusetts	$187M	+$136M	1	4.66%	Increased
67	Macquarie Group Sydney, NSW 2000, Australia	$185M	-$12.5M	5	0.33%	Reduced
68	Raymond James & Associates St Petersburg, Florida	$183M	+$3.04M	6	0.37%	Increased
69	Neuberger Berman Group New York	$181M	+$10.2M	4	0.23%	Increased
70	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$180M	+$21.3M	3	0.33%	Increased
71	SC Schooner Capital Vero Beach, Florida	$179M	-$21.5M	1	100%	Reduced
72	Victory Capital Management San Antonio, Texas	$179M	-$6.45M	4	0.4%	Reduced
73	New York State Common Retirement Fund Albany, New York	$177M	+$13.6M	4	0.23%	Increased
74	Renaissance Technologies New York	$174M	-$263K	5	0.2%	Reduced
75	FTCM Fir Tree Capital Management New York	$172M	-$9.92M	1	4.9%	Reduced