← 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
126	ACM Archer Capital Management New York	$39.6M	+$7.34M	1	5.87%	Increased
127	AKRE Capital Management Middleburg, Virginia	$39.4M	+$16.6M	1	1.46%	Increased
128	Charles Schwab San Francisco, California	$39.2M	+$2.09M	4	0.07%	Increased
129	OCAM Owl Creek Asset Management New York	$38.8M	-$55.9M	1	2.04%	Reduced
130	Nuveen Charlotte, North Carolina	$38.8M	-$36.7M	3	0.25%	Reduced
131	BlackRock New York	$38.4M	+$1.64M	5	0.06%	Increased
132	Welch & Forbes Boston, Massachusetts	$38.4M	+$618K	1	1.22%	Increased
133	OCM Osterweis Capital Management San Francisco, California	$38.3M	+$38.8M	1	1.19%	New
134	AllianceBernstein Nashville, Tennessee	$38.3M	-$19.6M	5	0.03%	Reduced
135	Crawford Investment Counsel Atlanta, Georgia	$38.1M	-$13.6M	1	1.4%	Reduced
136	SCM Suvretta Capital Management New York	$38.1M	+$35.7M	1	5.1%	New
137	CCP Clough Capital Partners Boston, Massachusetts	$37.4M	-$11.8M	3	1.23%	Reduced
138	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$37.4M	+$241K	4	0.1%	Increased
139	TCG Tremblant Capital Group West Palm Beach, Florida	$37M	+$34.7M	1	1.17%	New
140	AC Ascend Capital Orinda, California	$37M	+$37.4M	1	1.13%	New
141	Allianz Asset Management Munich, Germany	$36.9M	+$22.1M	4	0.05%	Increased
142	ESCM Echo Street Capital Management New York	$36.8M	+$1.27M	1	3.61%	Increased
143	Panagora Asset Management Boston, Massachusetts	$36.5M	-$14M	4	0.17%	Reduced
144	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$36.2M	-$3.92M	3	0.09%	Reduced
145	UBS Zurich, Switzerland	$36.2M	+$11.8M	7	0.03%	Increased
146	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$36M	+$1.61M	5	0.06%	Increased
147	State Board of Administration of Florida Retirement System Tallahassee, Florida	$35.8M	-$508K	4	0.11%	Reduced
148	OP Oldfield Partners London, United Kingdom	$35.5M	+$4.29M	1	1.88%	Increased
149	ICM Ionic Capital Management New York	$35.3M	+$22M	1	1%	Increased
150	AC Apex Capital Orinda, California	$33.8M	+$10M	1	2.23%	Increased