← 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	Teachers Advisors New York	$80.4M	+$13.6M	4	0.15%	Increased
77	Pictet Asset Management (UK) London, United Kingdom	$79.4M	+$13.3M	3	0.36%	Increased
78	Ameriprise Minneapolis, Minnesota	$75.9M	+$1.29M	5	0.04%	Increased
79	Fidelity International Hamilton, Bermuda	$75.3M	-$19.1M	2	0.26%	Reduced
80	Janus Henderson Investors US Denver, Colorado	$74.7M	+$47M	3	0.06%	Increased
81	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$73.8M	+$70.4M	1	0.76%	New
82	Charles Schwab San Francisco, California	$71.5M	+$6.61M	4	0.11%	Increased
83	Principal Financial Group Des Moines, Iowa	$70.7M	+$8.91M	3	0.11%	Increased
84	HCM Hitchwood Capital Management New York	$68M	+$64.9M	1	5.94%	New
85	OP Oldfield Partners London, United Kingdom	$66.5M	-$976K	1	3.92%	Reduced
86	Two Sigma Advisers New York	$65M	-$9.3M	2	0.5%	Reduced
87	RS Investment Management San Francisco, California	$62.9M	-$46.6M	1	0.56%	Reduced
88	BlackRock Investment Management Wilmington, Delaware	$61.6M	+$2.77M	4	0.08%	Increased
89	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$59.8M	-$16.4M	4	0.12%	Reduced
90	Brookfield Corp Toronto, Ontario, Canada	$59.4M	-$61.5M	1	0.28%	Reduced
91	Cohen & Steers New York	$58.9M	-$9.25M	1	0.16%	Reduced
92	USS Investment Management London, United Kingdom	$58.4M	+$55.7M	1	0.96%	New
93	Raymond James & Associates St Petersburg, Florida	$57.2M	+$16.6M	4	0.28%	Increased
94	BNP Paribas Asset Management Paris, France	$56M	+$4.49M	3	0.45%	Increased
95	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$55.7M	+$25.1M	4	0.18%	Increased
96	SCM Stonerise Capital Management San Francisco, California	$55.4M	-$9.89M	2	24.42%	Reduced
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$55.3M	+$1.94M	4	0.13%	Increased
98	Crawford Investment Counsel Atlanta, Georgia	$55.2M	-$5.41M	1	1.94%	Reduced
99	MP Makaira Partners La Jolla, California	$54.2M	-$19.3M	1	9.57%	Reduced
100	Asset Management One Tokyo, Japan	$54M	+$19.4M	4	0.7%	Increased