← 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	Stifel Financial St. Louis, Missouri	$78.7M	+$34.9M	4	0.43%	Increased
77	Thornburg Investment Management Santa Fe, New Mexico	$77M	-$8.52M	2	0.43%	Reduced
78	Raymond James & Associates St Petersburg, Florida	$76.6M	+$22.1M	4	0.34%	Increased
79	BNP Paribas Asset Management Paris, France	$74.9M	+$20.8M	3	0.57%	Increased
80	Geode Capital Management Boston, Massachusetts	$70.1M	-$114M	3	0.04%	Reduced
81	STRS Ohio Columbus, Ohio	$69.3M	+$53.8M	4	0.31%	Increased
82	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$69M	-$6.56M	1	0.78%	Reduced
83	OCM Osterweis Capital Management San Francisco, California	$66.9M	-$34.9M	1	2.14%	Reduced
84	Millennium Management New York	$66.6M	-$19M	2	0.12%	Reduced
85	Thompson Siegel & Walmsley Richmond, Virginia	$64.4M	+$11.3M	2	1.11%	Increased
86	BlackRock New York	$63.5M	+$17.4M	5	0.09%	Increased
87	RS Investment Management San Francisco, California	$63.4M	+$3.95M	2	0.57%	Increased
88	Ameriprise Minneapolis, Minnesota	$62.8M	-$13.4M	5	0.04%	Reduced
89	Nuveen Charlotte, North Carolina	$61.5M	+$27.4M	3	0.34%	Increased
90	Cohen & Steers New York	$61.1M	-$5.11M	1	0.17%	Reduced
91	Artisan Partners Milwaukee, Wisconsin	$60.2M	-$187K	1	0.11%	Reduced
92	Asset Management One Tokyo, Japan	$59.1M	+$5.18M	4	0.73%	Increased
93	UBS Group Zurich, Switzerland	$58.9M	-$22.1M	7	0.04%	Reduced
94	TIAAOA Teachers Insurance & Annuity Association of America New York	$58.7M	+$27.4M	4	1.86%	Increased
95	Janus Henderson Group London,	$57.8M	+$3.59M	4	0.45%	Increased
96	ESCM Echo Street Capital Management New York	$56.9M	+$12.5M	1	3.3%	Increased
97	OP Oldfield Partners London, United Kingdom	$56.5M	-$898K	1	3.46%	Reduced
98	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$55.3M	-$90.4K	4	0.13%	Reduced
99	Waddell & Reed Financial Overland Park, Kansas	$55.2M	$0	1	0.08%	Maintained
100	Two Sigma Advisers New York	$54.7M	-$11.7M	1	0.4%	Reduced