← 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
76	Nomura Holdings Tokyo, Japan	$77M	-$12.9M	3	0.02%	Reduced
77	TIAA CREF Investment Management New York	$76.5M	+$990K	4	0.06%	Increased
78	EC Eminence Capital New York	$70.9M	-$69.5M	1	1.15%	Reduced
79	UBS Zurich, Switzerland	$68.2M	+$30.3M	7	0.06%	Increased
80	Miller Howard Investments Kingston, New York	$68.1M	+$3.09M	1	1.25%	Increased
81	Massachusetts Financial Services Boston, Massachusetts	$67.7M	+$4.28M	2	0.04%	Increased
82	Waddell & Reed Financial Overland Park, Kansas	$66.6M	$0	1	0.1%	Maintained
83	Millennium Management New York	$64.7M	+$42.4M	4	0.19%	Increased
84	RIM Rainier Investment Management Seattle, Washington	$64.5M	+$5.22M	1	0.77%	Increased
85	California Public Employees Retirement System Sacramento, California	$63.7M	-$5.22M	7	0.09%	Reduced
86	Manning & Napier Advisors Fairport, New York	$61.9M	+$2.12M	1	0.26%	Increased
87	Jennison Associates New York	$60.2M	-$8.55M	1	0.06%	Reduced
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$58M	-$322K	5	0.12%	Reduced
89	Confluence Investment Management St. Louis, Missouri	$57.1M	+$30M	2	2.89%	Increased
90	CCM Criterion Capital Management San Francisco, California	$56.6M	+$54M	1	1.89%	Increased
91	T TOBAM Paris, France	$56.3M	-$7.27M	2	2.81%	Reduced
92	OCAM Owl Creek Asset Management New York	$56.3M	+$21.1M	1	1.62%	Increased
93	SCM Stonerise Capital Management San Francisco, California	$56.2M	$0	2	21%	Maintained
94	BlackRock New York	$55.9M	+$16.3M	5	0.09%	Increased
95	Bank of Montreal Toronto, Ontario, Canada	$55.6M	+$1.88M	5	0.07%	Increased
96	MP Makaira Partners La Jolla, California	$55.5M	$0	1	9.95%	Maintained
97	BNP Paribas Asset Management Paris, France	$54.2M	-$15.1M	3	0.41%	Reduced
98	HCM Hayman Capital Management Dallas, Texas	$54.2M	+$53.1M	1	5.2%	New
99	FM Forward Management San Francisco, California	$51.3M	-$10.9M	2	2.94%	Reduced
100	Crawford Investment Counsel Atlanta, Georgia	$49.3M	+$7.96M	1	1.79%	Increased