← 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	$116M	$0	1	100%	Maintained
102	Thrivent Financial for Lutherans Minneapolis, Minnesota	$115M	-$498K	4	0.38%	Reduced
103	HA Harbor Advisors West Palm Beach, Florida	$114M	+$529K	4	36.71%	Increased
104	RC Rivulet Capital Summit, New Jersey	$113M	+$65.9M	1	16.12%	Increased
105	HCM HMI Capital Management San Francisco, California	$109M	-$26.5M	1	13.54%	Reduced
106	Citigroup New York	$108M	+$27M	9	0.1%	Increased
107	Temasek Holdings Singapore	$105M	$0	1	0.55%	Maintained
108	SAM Securian Asset Management St Paul, Minnesota	$100M	-$17.9M	4	2.48%	Reduced
109	Resolution Capital Sydney, NSW, Australia	$99.5M	+$10.6M	1	3.5%	Increased
110	Stifel Financial St. Louis, Missouri	$99.4M	+$4.68M	5	0.31%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$96.9M	-$2.35M	5	0.26%	Reduced
112	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$94.6M	-$8.95M	2	4.63%	Reduced
113	TIAAOA Teachers Insurance & Annuity Association of America New York	$93.8M	+$269K	4	6.46%	Increased
114	River Road Asset Management Louisville, Kentucky	$93.3M	+$3.58M	1	1.95%	Increased
115	State of Wisconsin Investment Board Madison, Wisconsin	$91.1M	-$3.19M	4	0.26%	Reduced
116	New York State Teachers Retirement System (NYSTRS) Albany, New York	$90.5M	-$920K	4	0.22%	Reduced
117	Aviva London, United Kingdom	$90.1M	-$636K	4	0.53%	Reduced
118	First Trust Advisors Wheaton, Illinois	$89.9M	+$12.9M	6	0.19%	Increased
119	Wellington Management Group Boston, Massachusetts	$89.7M	-$12M	2	0.02%	Reduced
120	Fidelity International Hamilton, Bermuda	$89.2M	+$31.2M	3	0.13%	Increased
121	TD Asset Management Toronto, Ontario, Canada	$89M	+$17M	3	0.14%	Increased
122	AACA American Assets Capital Advisers San Diego, California	$88.6M	+$12.8M	4	16.9%	Increased
123	Public Employees Retirement Association of Colorado Denver, Colorado	$88.2M	-$915K	5	0.57%	Reduced
124	Adage Capital Partners Boston, Massachusetts	$87.9M	-$26.4M	3	0.2%	Reduced
125	UBS Group Zurich, Switzerland	$84.8M	+$11.3M	9	0.04%	Increased