← 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	BlackRock New York	$60.5M	-$3.53M	5	0.09%	Reduced
102	OCM Osterweis Capital Management San Francisco, California	$60.4M	-$7.1M	1	2.11%	Reduced
103	ESCM Echo Street Capital Management New York	$59.3M	-$2.79M	1	2.62%	Reduced
104	BlackRock Investment Management Wilmington, Delaware	$59M	+$7.78M	4	0.07%	Increased
105	RS Investment Management San Francisco, California	$58.8M	+$3.94M	2	0.5%	Increased
106	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$57.7M	+$2.29M	4	0.14%	Increased
107	Asset Management One Tokyo, Japan	$57.2M	+$2.85M	4	0.79%	Increased
108	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$56.9M	+$4.04M	3	0.13%	Increased
109	Pictet Asset Management (UK) London, United Kingdom	$56.2M	+$1.82M	3	0.23%	Increased
110	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$54.9M	-$1.43M	3	0.73%	Reduced
111	AllianceBernstein Nashville, Tennessee	$54.2M	+$3.57M	5	0.04%	Increased
112	GA Geneva Advisors Chicago, Illinois	$53.4M	+$21.4M	1	0.95%	Increased
113	CI Investments Inc Toronto, Ontario, Canada	$51.1M	+$8.59M	2	0.56%	Increased
114	STRS Ohio Columbus, Ohio	$50.9M	-$18.4M	4	0.22%	Reduced
115	Douglas C. Lane & Associates New York	$50.4M	-$1.14M	1	1.36%	Reduced
116	Swiss National Bank Zurich, Switzerland	$49.6M	+$6.12M	4	0.13%	Increased
117	EC EMS Capital New York	$48.8M	+$15.3M	1	5.24%	Increased
118	SCM Stonerise Capital Management San Francisco, California	$48.1M	+$5.83M	2	22.23%	Increased
119	Kornitzer Capital Management Shawnee Mission, Kansas	$47.4M	-$5.51M	2	0.64%	Reduced
120	OP Oldfield Partners London, United Kingdom	$46.7M	-$3.1M	1	2.75%	Reduced
121	Dorsal Capital Management Redwood City, California	$45.7M	+$23M	1	4.56%	Increased
122	Royal Bank of Canada Toronto, Ontario, Canada	$45.4M	+$30.1M	5	0.03%	Increased
123	MTB Mizuho Trust & Banking Tokyo, Japan	$45.2M	+$3.82M	4	0.15%	Increased
124	UBS Group Zurich, Switzerland	$45.2M	-$15.7M	7	0.03%	Reduced
125	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$45.1M	-$7.9M	2	0.38%	Reduced