← 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
101	Stifel Financial St. Louis, Missouri	$261M	-$985K	6	0.22%	Reduced
102	Sachem Head Capital Management New York	$261M	$0	1	5.41%	Maintained
103	SCA Southpoint Capital Advisors New York	$261M	$0	1	5.93%	Maintained
104	Acadian Asset Management Boston, Massachusetts	$260M	+$198M	5	0.31%	Increased
105	ACM Adelante Capital Management Alameda, California	$258M	-$9.91M	3	16.95%	Reduced
106	Jupiter Topco New York	$257M	+$269M	3	0.1%	New
107	HA Harbor Advisors West Palm Beach, Florida	$257M	+$1.5M	4	32.29%	Increased
108	DekaBank Deutsche Girozentrale Frankfurt, Germany	$251M	$0	3	0.42%	Maintained
109	Vontobel Holding Zurich, Switzerland	$251M	-$23.3M	5	0.8%	Reduced
110	Vanguard Investments Australia Victoria, Australia	$238M	+$3.59M	4	0.59%	Increased
111	Ghisallo Capital Management Boston, Massachusetts	$238M	+$219M	3	4.67%	Increased
112	W.H. Reaves & Co Jersey City, New Jersey	$238M	+$13.7M	3	3.61%	Increased
113	M&G plc London, United Kingdom	$237M	-$69.2M	4	1.18%	Reduced
114	HRES Heitman Real Estate Securities Chicago, Illinois	$234M	+$7.96M	3	15.01%	Increased
115	PGGM Investments Zeist, Netherlands	$226M	-$336M	3	5.56%	Reduced
116	National Bank of Canada Montreal, Quebec, Canada	$225M	+$49.5M	5	0.16%	Increased
117	Retirement Systems of Alabama Montgomery, Alabama	$224M	-$38.9K	3	0.67%	Reduced
118	SA Situational Awareness San Francisco, California	$220M	+$28.2M	2	1.09%	Increased
119	Allianz Asset Management Munich, Germany	$214M	+$22.9M	6	0.17%	Increased
120	Rathbones Group Liverpool, United Kingdom	$211M	-$12.2M	1	0.78%	Reduced
121	Swedbank Stockholm, Sweden	$204M	+$5.55M	3	0.18%	Increased
122	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$198M	+$53.8M	3	0.96%	Increased
123	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$195M	-$6.4M	8	0.15%	Reduced
124	Zurich Cantonal Bank Zurich, Switzerland	$188M	+$10.5M	4	0.36%	Increased
125	SRS Investment Management New York	$185M	+$128M	1	1.71%	New