← 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	Royal Bank of Canada Toronto, Ontario, Canada	$93.7M	+$49M	6	0.07%	Increased
77	California Public Employees Retirement System Sacramento, California	$93.1M	-$197K	6	0.16%	Reduced
78	Millennium Management New York	$91.5M	-$35.5M	2	0.18%	Reduced
79	Principal Financial Group Des Moines, Iowa	$89.1M	+$6.3M	4	0.14%	Increased
80	Wells Fargo San Francisco, California	$85.2M	-$2.86M	6	0.04%	Reduced
81	Confluence Investment Management St. Louis, Missouri	$84.2M	+$6.78M	2	3.07%	Increased
82	Stifel Financial St. Louis, Missouri	$81.6M	+$7.77M	4	0.46%	Increased
83	MP Makaira Partners La Jolla, California	$81.2M	+$13M	1	13.2%	Increased
84	Allianz Asset Management Munich, Germany	$80.5M	+$57.8M	3	0.1%	Increased
85	HRES Heitman Real Estate Securities Chicago, Illinois	$76.8M	+$36M	1	2.48%	Increased
86	OppenheimerFunds New York	$75.8M	-$49.4M	2	0.1%	Reduced
87	ESCM Echo Street Capital Management New York	$75.5M	+$11.3M	2	2.78%	Increased
88	Pictet Asset Management (UK) London, United Kingdom	$75M	+$19M	3	0.33%	Increased
89	BlackRock Advisors Wilmington, Delaware	$73.9M	+$32M	4	0.08%	Increased
90	New York State Common Retirement Fund Albany, New York	$73.6M	+$9.16M	4	0.12%	Increased
91	RS Investment Management San Francisco, California	$71.4M	+$11.5M	2	0.64%	Increased
92	Lazard Asset Management New York	$69M	-$955K	3	0.16%	Reduced
93	Teachers Advisors New York	$68.7M	+$2.28M	4	0.14%	Increased
94	First Trust Advisors Wheaton, Illinois	$66.6M	-$68.9M	6	0.19%	Reduced
95	AT Alliance Trust Dundee, Scotland, United Kingdom	$66.5M	+$66.7M	1	3.13%	New
96	Fidelity International Hamilton, Bermuda	$65.8M	-$30.9M	1	0.23%	Reduced
97	TIAAOA Teachers Insurance & Annuity Association of America New York	$64.5M	+$340K	4	2.4%	Increased
98	BlackRock New York	$63.3M	+$456K	5	0.1%	Increased
99	BlackRock Investment Management Wilmington, Delaware	$62.1M	+$45.8K	4	0.08%	Increased
100	Waddell & Reed Financial Overland Park, Kansas	$61.9M	+$4.95M	1	0.1%	Increased