← 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	Sculptor Capital New York	$106M	+$51.4M	2	0.58%	Increased
77	California Public Employees Retirement System Sacramento, California	$104M	+$3.33M	6	0.16%	Increased
78	Wellington Management Group Boston, Massachusetts	$103M	-$36.8M	3	0.03%	Reduced
79	Prudential Financial Newark, New Jersey	$101M	-$6.03M	4	0.18%	Reduced
80	BWA Brave Warrior Advisors New York	$100M	-$90.5M	1	3.98%	Reduced
81	Teachers Advisors New York	$100M	+$24.7M	4	0.19%	Increased
82	Wells Fargo San Francisco, California	$95.7M	+$2.74M	6	0.04%	Increased
83	BlackRock Advisors Wilmington, Delaware	$94.7M	+$11.3M	4	0.1%	Increased
84	EC Eminence Capital New York	$94.1M	-$27.8M	1	1.17%	Reduced
85	SF Schooner Foundation Boston, Massachusetts	$91.1M	$0	1	100%	Maintained
86	Millennium Management New York	$89.9M	-$12.1M	5	0.19%	Reduced
87	HRES Heitman Real Estate Securities Chicago, Illinois	$89.1M	+$4.03M	1	2.47%	Increased
88	Barclays London, United Kingdom	$88.9M	+$27.5M	5	0.11%	Increased
89	Confluence Investment Management St. Louis, Missouri	$87.2M	+$1.58M	2	2.85%	Increased
90	ESCM Echo Street Capital Management New York	$83.5M	-$707K	3	3.58%	Reduced
91	Citadel Advisors Miami, Florida	$82.2M	+$70.5M	6	0.09%	Increased
92	MP Makaira Partners La Jolla, California	$81.1M	+$11.3M	1	13.38%	Increased
93	BlackRock New York	$80M	+$11.7M	5	0.12%	Increased
94	New York State Common Retirement Fund Albany, New York	$79.8M	+$750K	4	0.12%	Increased
95	Raymond James & Associates St Petersburg, Florida	$78.5M	-$19.3M	4	0.28%	Reduced
96	AT Alliance Trust Dundee, Scotland, United Kingdom	$78.1M	+$4.38M	1	3.64%	Increased
97	First Trust Advisors Wheaton, Illinois	$76.5M	+$3.46M	6	0.2%	Increased
98	Janus Henderson Group London,	$75.3M	+$25.1M	4	0.6%	Increased
99	HCM HMI Capital Management San Francisco, California	$71.8M	+$9.41M	1	17.74%	Increased
100	Victory Capital Management San Antonio, Texas	$71.6M	+$712K	3	0.3%	Increased