← 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	JC Joho Capital New York	$54.5M	+$3.18M	1	3.73%	Increased
102	Lasalle Investment Management Securities Baltimore, Maryland	$52.9M	+$52.7M	1	0.9%	Increased
103	Aberdeen Asset Management Aberdeen, United Kingdom	$52.8M	+$37.5M	2	0.15%	Increased
104	Bank of Montreal Toronto, Ontario, Canada	$52.6M	+$33M	6	0.07%	Increased
105	Balyasny Asset Management Chicago, Illinois	$51M	+$13.2M	2	0.67%	Increased
106	New York State Common Retirement Fund Albany, New York	$49.8M	+$4.92M	3	0.08%	Increased
107	KM Kylin Management New York	$47.4M	+$38.6M	1	6.5%	New
108	MDSL M.D. Sass LLC New York	$46.7M	+$43.7M	1	3.31%	New
109	MWR McAdams Wright Ragen Seattle, Washington	$46.4M	+$47M	1	3.07%	New
110	Renaissance Technologies New York	$45.6M	-$14.2M	4	0.11%	Reduced
111	MCM Marcato Capital Management San Francisco, California	$44.5M	$0	1	1.98%	Maintained
112	PHAM Pacific Heights Asset Management San Francisco, California	$44.2M	-$4.97M	1	1.31%	Reduced
113	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$43.9M	-$8.16M	3	1.27%	Reduced
114	BlackRock Investment Management Wilmington, Delaware	$43.2M	-$39.2M	5	0.06%	Reduced
115	HRES Heitman Real Estate Securities Chicago, Illinois	$42.3M	-$22.8M	2	2.96%	Reduced
116	Kornitzer Capital Management Shawnee Mission, Kansas	$42M	+$30.7M	2	0.45%	Increased
117	Teachers Advisors New York	$41.6M	+$85.2K	4	0.09%	Increased
118	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$41.1M	+$1.25M	5	0.22%	Increased
119	BlackRock Advisors Wilmington, Delaware	$41M	-$101M	5	0.04%	Reduced
120	Principal Financial Group Des Moines, Iowa	$40.9M	+$9.69M	3	0.08%	Increased
121	Macquarie Group Sydney, NSW 2000, Australia	$40.4M	+$5.37M	5	0.07%	Increased
122	SAM Sandell Asset Management New York	$40.3M	+$16.7M	2	8.1%	Increased
123	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$40M	-$1.22M	3	0.27%	Reduced
124	FI Fosun International Hong Kong, China	$39.6M	+$32.3M	1	13.01%	New
125	Russell Frank Company Seattle, Washington	$39.6M	-$284K	5	0.07%	Reduced