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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	First Trust Advisors Wheaton, Illinois	$117M	+$27.5M	6	0.22%	Increased
102	HA Harbor Advisors West Palm Beach, Florida	$115M	+$120K	4	35.69%	Increased
103	SC Schooner Capital Vero Beach, Florida	$114M	$0	1	100%	Maintained
104	SAM Securian Asset Management St Paul, Minnesota	$114M	+$12M	4	2.71%	Increased
105	SEI Investments Oaks, Pennsylvania	$110M	-$14.9M	6	0.4%	Reduced
106	Temasek Holdings Singapore	$109M	$0	1	0.63%	Maintained
107	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$109M	+$64.7M	4	0.2%	Increased
108	1832 Asset Management Toronto, Ontario, Canada	$107M	-$7.9M	4	0.35%	Reduced
109	Prudential Financial Newark, New Jersey	$107M	-$24.8M	4	0.16%	Reduced
110	Stifel Financial St. Louis, Missouri	$103M	+$3.03M	5	0.29%	Increased
111	AACA American Assets Capital Advisers San Diego, California	$102M	+$17.9M	4	20.81%	Increased
112	Resolution Capital Sydney, NSW, Australia	$100M	+$240K	1	3.51%	Increased
113	State Board of Administration of Florida Retirement System Tallahassee, Florida	$98.5M	+$616K	5	0.25%	Increased
114	HCM HMI Capital Management San Francisco, California	$97.8M	-$11.8M	1	12.49%	Reduced
115	Fidelity International Hamilton, Bermuda	$95.5M	+$4.07M	4	0.14%	Increased
116	TIAAOA Teachers Insurance & Annuity Association of America New York	$94.5M	-$309K	4	7.21%	Reduced
117	ESCM Echo Street Capital Management New York	$94.3M	+$29.8M	2	2.09%	Increased
118	Moore Capital Management New York	$92.6M	-$10.9M	1	1.99%	Reduced
119	State of Wisconsin Investment Board Madison, Wisconsin	$92.5M	-$609K	5	0.26%	Reduced
120	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$91.6M	-$35M	5	0.1%	Reduced
121	New York State Teachers Retirement System (NYSTRS) Albany, New York	$91M	-$96.7K	4	0.21%	Reduced
122	Public Employees Retirement Association of Colorado Denver, Colorado	$89M	+$123K	5	0.54%	Increased
123	River Road Asset Management Louisville, Kentucky	$85.8M	-$6.39M	1	1.78%	Reduced
124	Capital Research Global Investors Los Angeles, California	$83.6M	+$47.3M	2	0.02%	Increased
125	TD Asset Management Toronto, Ontario, Canada	$83.2M	-$6.06M	3	0.12%	Reduced