← 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	California Public Employees Retirement System Sacramento, California	$54.4M	+$1.18M	6	0.1%	Increased
102	PHAM Pacific Heights Asset Management San Francisco, California	$53.1M	$0	1	1.45%	Maintained
103	CCP Clough Capital Partners Boston, Massachusetts	$50.6M	+$2.17M	4	1.57%	Increased
104	Wasatch Advisors Salt Lake City, Utah	$50.6M	+$51.5M	1	0.52%	New
105	Panagora Asset Management Boston, Massachusetts	$50M	-$30.1M	5	0.25%	Reduced
106	Capital International Investors Los Angeles, California	$49.6M	$0	1	0.21%	Maintained
107	MP Makaira Partners La Jolla, California	$49.1M	+$3.65M	1	10.43%	Increased
108	ZDA Zweig-DiMenna Associates New York	$47M	-$1.55M	1	1.91%	Reduced
109	SAC Capital Advisors Stamford, Connecticut	$46.6M	-$94.5M	6	0.25%	Reduced
110	Royal Bank of Canada Toronto, Ontario, Canada	$45.7M	+$12.7M	5	0.04%	Increased
111	Waddell & Reed Financial Overland Park, Kansas	$45.3M	-$6.08M	2	0.09%	Reduced
112	EC Eminence Capital New York	$45.2M	+$44.6M	1	1%	New
113	Russell Frank Company Seattle, Washington	$44.1M	-$8.62M	5	0.08%	Reduced
114	Teachers Advisors New York	$43.4M	-$16.8M	4	0.11%	Reduced
115	New York State Common Retirement Fund Albany, New York	$43.4M	-$3.45M	3	0.07%	Reduced
116	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$41.2M	-$2.17M	3	0.11%	Reduced
117	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$40M	-$7.23M	4	0.29%	Reduced
118	Guggenheim Capital Chicago, Illinois	$39.6M	+$5.48M	5	0.14%	Increased
119	Macquarie Group Sydney, NSW 2000, Australia	$39.2M	-$1.32M	5	0.08%	Reduced
120	Balyasny Asset Management Chicago, Illinois	$39.1M	+$12M	2	0.53%	Increased
121	Los Angeles Capital Management Los Angeles, California	$37.9M	+$18.1M	3	0.47%	Increased
122	MCM Marcato Capital Management San Francisco, California	$37.9M	-$3.49M	1	2.44%	Reduced
123	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$37.5M	+$1.18M	4	0.11%	Increased
124	Axa Paris, France	$37.2M	-$11.1M	2	0.18%	Reduced
125	Charles Schwab San Francisco, California	$37M	+$4.47M	4	0.08%	Increased