← 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	SC Schooner Capital Vero Beach, Florida	$109M	-$11.6M	1	100%	Reduced
102	Thrivent Financial for Lutherans Minneapolis, Minnesota	$109M	+$15.2M	4	0.37%	Increased
103	HRES Heitman Real Estate Securities Chicago, Illinois	$105M	+$16.8M	3	5.85%	Increased
104	Alyeska Investment Group Chicago, Illinois	$104M	+$1.83M	3	0.86%	Increased
105	1832 Asset Management Toronto, Ontario, Canada	$103M	+$86.2M	5	0.38%	Increased
106	Moore Capital Management New York	$103M	-$53.2M	2	2.07%	Reduced
107	CIBC Private Wealth Group Atlanta, Georgia	$102M	-$33.9M	5	0.44%	Reduced
108	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$100M	-$14.5M	2	4.7%	Reduced
109	Wellington Management Group Boston, Massachusetts	$98.5M	-$17.3M	2	0.02%	Reduced
110	HCM Highline Capital Management New York	$96.5M	+$97.1M	1	3.29%	New
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$94.8M	-$1.38M	4	0.26%	Reduced
112	Santa Barbara Asset Management Los Angeles, California	$92.9M	+$12.6M	1	1.43%	Increased
113	Stifel Financial St. Louis, Missouri	$89.4M	+$6.96M	5	0.28%	Increased
114	State of Wisconsin Investment Board Madison, Wisconsin	$89.2M	-$3.74M	4	0.26%	Reduced
115	TIAAOA Teachers Insurance & Annuity Association of America New York	$89M	+$38.1M	4	7.18%	Increased
116	New York State Teachers Retirement System (NYSTRS) Albany, New York	$87.7M	-$196K	4	0.21%	Reduced
117	Aviva London, United Kingdom	$86.6M	+$17M	3	0.53%	Increased
118	Public Employees Retirement Association of Colorado Denver, Colorado	$86.5M	+$7.56M	5	0.57%	Increased
119	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$86.5M	+$18.3M	4	0.94%	Increased
120	Lazard Asset Management New York	$86.3M	+$1.84M	3	0.15%	Increased
121	AQR Capital Management Greenwich, Connecticut	$86.2M	+$3.96M	6	0.09%	Increased
122	1WCM 12 West Capital Management New York	$84.4M	+$80.7M	1	9.28%	New
123	River Road Asset Management Louisville, Kentucky	$84.1M	-$6.21M	2	1.71%	Reduced
124	Resolution Capital Sydney, NSW, Australia	$83.4M	-$120M	1	3.83%	Reduced
125	ArrowMark Colorado Holdings Denver, Colorado	$76.7M	+$16.1M	1	0.77%	Increased