← 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	RIM Rainier Investment Management Seattle, Washington	$55.9M	+$62.9M	1	0.51%	New
102	SCGE Management Menlo Park, California	$55.5M	+$56M	2	12.26%	New
103	California Public Employees Retirement System Sacramento, California	$54.7M	+$62.6M	6	0.11%	New
104	Janus Henderson Group London,	$54.6M	+$61.8M	3	0.64%	New
105	CCP Clough Capital Partners Boston, Massachusetts	$53.5M	+$58M	3	1.78%	New
106	SCM Stonerise Capital Management San Francisco, California	$53.2M	+$64.5M	2	25.21%	New
107	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$51.1M	+$58.4M	5	0.38%	New
108	Lasalle Investment Management Securities Baltimore, Maryland	$49.3M	+$52.8M	1	0.76%	New
109	Eagle Asset Management St Petersburg, Florida	$49.1M	+$55.7M	3	0.33%	New
110	Axa Paris, France	$49M	+$55M	2	0.26%	New
111	NCA Newbrook Capital Advisors New York	$49M	+$54.3M	2	5.16%	New
112	Capital International Investors Los Angeles, California	$48.8M	+$64.1M	1	0.22%	New
113	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$48.8M	+$55.8M	5	0.09%	New
114	ZDA Zweig-DiMenna Associates New York	$48.6M	+$54M	2	1.96%	New
115	Columbia Wanger Asset Management Chicago, Illinois	$48.2M	+$53.5M	2	0.21%	New
116	New York State Common Retirement Fund Albany, New York	$47.2M	+$55.6M	3	0.08%	New
117	Suntrust Banks Atlanta, Georgia	$46.9M	+$50.5M	3	0.21%	New
118	First Trust Advisors Wheaton, Illinois	$46.1M	+$51.7M	3	0.3%	New
119	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$45.6M	+$51.6M	3	0.13%	New
120	NFA Nationwide Fund Advisors Columbus, Ohio	$45.1M	+$53.6M	4	0.24%	New
121	abrdn Investment Management Edinburgh, United Kingdom	$45M	+$50.6M	1	0.28%	New
122	MCM Marcato Capital Management San Francisco, California	$45M	+$48.5M	1	4.3%	New
123	MP Makaira Partners La Jolla, California	$44.8M	+$58.9M	1	9.69%	New
124	Miller Howard Investments Kingston, New York	$44.3M	+$47.4M	2	1.02%	New
125	Fidelity International Hamilton, Bermuda	$43.3M	+$37.1M	1	0.24%	New