← 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	MWR McAdams Wright Ragen Seattle, Washington	$48.7M	-$1.43M	1	3.02%	Reduced
102	JC Joho Capital New York	$48.3M	-$15.8M	1	7.72%	Reduced
103	Allianz Asset Management Munich, Germany	$48.1M	+$13.3M	4	0.06%	Increased
104	Charles Schwab San Francisco, California	$46.4M	+$6.94M	4	0.08%	Increased
105	OP Oldfield Partners London, United Kingdom	$46.2M	+$8M	1	2.21%	Increased
106	BlackRock Investment Management Wilmington, Delaware	$46.1M	+$1.94M	5	0.07%	Increased
107	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$46.1M	+$6.31M	3	0.29%	Increased
108	Aberdeen Asset Management Aberdeen, United Kingdom	$45.8M	-$11.4M	2	0.13%	Reduced
109	SAM Sandell Asset Management New York	$45.5M	+$4.57M	2	7.39%	Increased
110	ING Group Amsterdam, Netherlands	$45M	-$22.2M	2	0.24%	Reduced
111	ACM Archer Capital Management New York	$44.7M	+$3.47M	1	5.36%	Increased
112	Kornitzer Capital Management Shawnee Mission, Kansas	$44.3M	+$95.4K	2	0.47%	Increased
113	Principal Financial Group Des Moines, Iowa	$44M	+$1.5M	3	0.08%	Increased
114	Teachers Advisors New York	$43.9M	+$259K	4	0.1%	Increased
115	New York State Common Retirement Fund Albany, New York	$42.2M	-$7.31M	2	0.07%	Reduced
116	Janus Henderson Group London,	$40.5M	-$22.4M	3	0.39%	Reduced
117	AllianceBernstein Nashville, Tennessee	$40.5M	+$1.24M	5	0.03%	Increased
118	Guggenheim Capital Chicago, Illinois	$40M	+$8.61M	5	0.11%	Increased
119	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$39.8M	-$7.57M	4	1.17%	Reduced
120	Citadel Advisors Miami, Florida	$39.5M	-$40.1M	5	0.05%	Reduced
121	AKRE Capital Management Middleburg, Virginia	$39.2M	-$1.84M	1	1.26%	Reduced
122	FI Fosun International Hong Kong, China	$38.8M	-$8.29M	1	11.93%	Reduced
123	SCM Suvretta Capital Management New York	$38.7M	-$904K	1	4.61%	Reduced
124	Marshall Wace London, United Kingdom	$38.6M	+$35.6M	4	0.7%	New
125	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$38.4M	+$1.31M	3	0.09%	Increased