← 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	Two Sigma Advisers New York	$61.6M	-$18.9M	3	0.39%	Reduced
102	Victory Capital Management San Antonio, Texas	$61.2M	-$6.46M	1	0.25%	Reduced
103	Artisan Partners Milwaukee, Wisconsin	$61M	-$1.62M	1	0.12%	Reduced
104	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$60.9M	+$1.1M	4	0.16%	Increased
105	Asset Management One Tokyo, Japan	$60.7M	+$2.79M	4	0.92%	Increased
106	OCM Osterweis Capital Management San Francisco, California	$60.3M	+$1.18M	1	2.73%	Increased
107	Wasatch Advisors Salt Lake City, Utah	$60.3M	-$16.8M	1	0.81%	Reduced
108	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$59.8M	+$1.21M	3	0.15%	Increased
109	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$58.7M	-$9.65M	1	0.79%	Reduced
110	Swiss National Bank Zurich, Switzerland	$57.4M	+$5.96M	4	0.15%	Increased
111	GA Geneva Advisors Chicago, Illinois	$56.8M	-$2.29M	1	1.15%	Reduced
112	Renaissance Technologies New York	$56.5M	+$15.6M	3	0.13%	Increased
113	Janus Henderson Group London,	$56.5M	+$47.7M	4	0.5%	Increased
114	AllianceBernstein Nashville, Tennessee	$56.3M	+$731K	5	0.05%	Increased
115	STRS Ohio Columbus, Ohio	$56.3M	+$3.57M	4	0.27%	Increased
116	HCM HMI Capital Management San Francisco, California	$56.1M	+$10.1M	1	17.59%	Increased
117	TCG Tremblant Capital Group West Palm Beach, Florida	$55.7M	-$28.9M	1	3.58%	Reduced
118	AGF Investments Inc Toronto, Ontario, Canada	$55.4M	+$51.8M	2	0.7%	Increased
119	Barclays London, United Kingdom	$55M	-$14.3M	5	0.07%	Reduced
120	Douglas C. Lane & Associates New York	$54M	-$306K	1	1.53%	Reduced
121	EC EMS Capital New York	$52.5M	$0	1	5.4%	Maintained
122	Nuveen Charlotte, North Carolina	$49.5M	+$20.2M	3	0.28%	Increased
123	Kornitzer Capital Management Shawnee Mission, Kansas	$49.1M	-$746K	2	0.78%	Reduced
124	MTB Mizuho Trust & Banking Tokyo, Japan	$48.1M	+$1.61M	4	0.17%	Increased
125	Two Sigma Investments New York	$45.2M	-$49.2M	2	0.23%	Reduced