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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	SF Schooner Foundation Boston, Massachusetts	$114M	$0	1	100%	Maintained
77	Barclays London, United Kingdom	$113M	+$18.9M	5	0.17%	Increased
78	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$110M	-$2.14M	2	5.4%	Reduced
79	Guggenheim Capital Chicago, Illinois	$109M	-$14.4M	6	0.35%	Reduced
80	Westfield Capital Management Boston, Massachusetts	$109M	+$100M	2	0.83%	New
81	Swiss National Bank Zurich, Switzerland	$109M	+$36.9M	4	0.2%	Increased
82	Raymond James & Associates St Petersburg, Florida	$108M	+$9.62M	5	0.37%	Increased
83	Wells Fargo San Francisco, California	$107M	-$2.88M	7	0.04%	Reduced
84	Miller Howard Investments Kingston, New York	$104M	-$27.7M	1	1.93%	Reduced
85	MP Makaira Partners La Jolla, California	$104M	+$1.89M	1	16.07%	Increased
86	Renaissance Technologies New York	$102M	-$52.3M	5	0.19%	Reduced
87	CGM Capital Growth Management Boston, Massachusetts	$101M	+$80.8M	2	4.31%	Increased
88	GA Geneva Advisors Chicago, Illinois	$98.7M	+$18M	4	1.98%	Increased
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$98.4M	+$15.6M	4	0.21%	Increased
90	Sculptor Capital New York	$96.4M	-$3.39M	1	0.49%	Reduced
91	Confluence Investment Management St. Louis, Missouri	$95.5M	-$9.18M	2	2.86%	Reduced
92	New York State Common Retirement Fund Albany, New York	$95.3M	+$3.37M	4	0.15%	Increased
93	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$94.9M	+$13.4M	3	0.21%	Increased
94	Janus Henderson Group London,	$94.7M	+$1.8M	4	0.77%	Increased
95	Thornburg Investment Management Santa Fe, New Mexico	$93.5M	-$32.6M	2	0.62%	Reduced
96	Resolution Capital Sydney, NSW, Australia	$90.5M	+$40M	1	6.39%	Increased
97	BlackRock New York	$85.4M	-$5.57M	6	0.14%	Reduced
98	Victory Capital Management San Antonio, Texas	$83.8M	+$31.1K	3	0.35%	Increased
99	BlackRock Investment Management Wilmington, Delaware	$83.7M	+$3.56M	4	0.11%	Increased
100	AT Alliance Trust Dundee, Scotland, United Kingdom	$83.6M	-$1.64M	1	4.01%	Reduced