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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
126	State of Wisconsin Investment Board Madison, Wisconsin	$45.1M	-$614K	4	0.17%	Reduced
127	Sculptor Capital New York	$44.4M	+$24M	1	0.15%	Increased
128	RhumbLine Advisers Boston, Massachusetts	$44M	+$1.15M	4	0.15%	Increased
129	SCM Stonerise Capital Management San Francisco, California	$43.4M	-$6.85M	2	19.18%	Reduced
130	CC Carlson Capital Dallas, Texas	$42.8M	+$20.9M	1	0.49%	Increased
131	Thompson Siegel & Walmsley Richmond, Virginia	$41.7M	-$3.84M	2	0.78%	Reduced
132	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$41.2M	+$908K	5	0.04%	Increased
133	Dorsal Capital Management Redwood City, California	$41M	-$8.22M	1	3.77%	Reduced
134	AC Avenir Corporation Alexandria, Virginia	$40.5M	+$1.44M	1	3.37%	Increased
135	USAA United Services Automobile Association San Antonio, Texas	$40.5M	+$5.25M	3	0.15%	Increased
136	State Board of Administration of Florida Retirement System Tallahassee, Florida	$40.4M	+$416K	4	0.16%	Increased
137	CC Colrain Capital Boston, Massachusetts	$39.5M	-$898K	1	4.13%	Reduced
138	Welch & Forbes Boston, Massachusetts	$39.4M	-$27.3K	1	1.32%	Reduced
139	Hillhouse Investment Management Grand Cayman, Cayman Islands	$38.9M	$0	1	0.79%	Maintained
140	BlackRock Japan Tokyo, Japan	$38.7M	+$1.4M	5	0.16%	Increased
141	AIM Allen Investment Management New York	$38M	+$8.48M	1	3.65%	Increased
142	Thrivent Financial for Lutherans Minneapolis, Minnesota	$37.8M	+$13M	2	0.2%	Increased
143	New York State Teachers Retirement System (NYSTRS) Albany, New York	$36.5M	+$781K	2	0.1%	Increased
144	Harvard Management Company Boston, Massachusetts	$36.5M	+$36.6M	1	2.87%	New
145	BNP Paribas Asset Management Paris, France	$36M	-$23.6M	3	0.32%	Reduced
146	UBS Group Zurich, Switzerland	$35.5M	-$11.9M	7	0.03%	Reduced
147	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$34.9M	-$24.1M	3	0.45%	Reduced
148	Egerton Capital (UK) London, United Kingdom	$34.7M	+$34.8M	1	0.39%	New
149	ACM Archer Capital Management New York	$34.3M	+$3.61M	1	4.85%	Increased
150	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$33.9M	-$4.7M	3	0.22%	Reduced