← 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	Guggenheim Capital Chicago, Illinois	$98M	+$46.2M	5	0.25%	Increased
77	BlackRock New York	$96.3M	+$29.4M	5	0.14%	Increased
78	OCM Osterweis Capital Management San Francisco, California	$91.9M	+$1.26M	1	2.63%	Increased
79	D.E. Shaw & Co New York	$90.2M	-$23M	5	0.12%	Reduced
80	Fidelity International Hamilton, Bermuda	$85.9M	-$12.3M	2	0.32%	Reduced
81	PGGM Investments Zeist, Netherlands	$82.3M	-$137M	1	0.4%	Reduced
82	KM Kylin Management New York	$81.6M	-$1.63M	1	9.87%	Reduced
83	Jennison Associates New York	$81.5M	+$3.37M	1	0.07%	Increased
84	Ameriprise Minneapolis, Minnesota	$77.5M	-$90.9M	7	0.05%	Reduced
85	Miller Howard Investments Kingston, New York	$76.3M	+$1.38M	1	1.21%	Increased
86	Massachusetts Financial Services Boston, Massachusetts	$75.9M	+$1.36M	2	0.04%	Increased
87	First Trust Advisors Wheaton, Illinois	$75.1M	-$17.2M	4	0.31%	Reduced
88	STRS Ohio Columbus, Ohio	$74M	-$10.4M	4	0.33%	Reduced
89	Confluence Investment Management St. Louis, Missouri	$72.4M	+$3.67M	2	3.31%	Increased
90	Citadel Advisors Miami, Florida	$70.8M	+$22.8M	6	0.08%	Increased
91	MP Makaira Partners La Jolla, California	$70.8M	-$537K	1	11.72%	Reduced
92	Waddell & Reed Financial Overland Park, Kansas	$68.5M	-$943K	1	0.1%	Reduced
93	UBS Zurich, Switzerland	$68M	-$8.52M	7	0.05%	Reduced
94	Mirae Asset Global Investments Seoul, South Korea	$67.4M	+$46.4M	1	1.5%	Increased
95	Daiwa Securities Group Tokyo, Japan	$66.2M	-$20.9M	5	0.49%	Reduced
96	SCM Stonerise Capital Management San Francisco, California	$65.9M	-$1.93M	2	27.75%	Reduced
97	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$65.3M	-$1.07M	5	0.13%	Reduced
98	California Public Employees Retirement System Sacramento, California	$63.4M	-$10.5M	7	0.09%	Reduced
99	OP Oldfield Partners London, United Kingdom	$61.1M	+$8.33M	1	2.58%	Increased
100	Charles Schwab San Francisco, California	$58.6M	+$4.14M	4	0.1%	Increased