← 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	Douglas Lane & Associates New York	$73.1M	-$1.87M	1	2.1%	Reduced
127	AIM Allen Investment Management New York	$72.4M	+$1.76M	1	5.03%	Increased
128	Lord, Abbett & Co Jersey City, New Jersey	$70.9M	+$17.4M	3	0.22%	Increased
129	Adage Capital Partners Boston, Massachusetts	$69.3M	+$52.1M	3	0.19%	Increased
130	BlackRock Japan Tokyo, Japan	$68.1M	+$4.32M	5	0.24%	Increased
131	Credit Agricole Montrouge Cedex, France	$66.2M	+$19.2M	5	0.26%	Increased
132	TIAAOA Teachers Insurance & Annuity Association of America New York	$61.9M	+$3.95M	4	2.74%	Increased
133	SEI Investments Oaks, Pennsylvania	$61.7M	-$695K	4	0.37%	Reduced
134	ACM Adelante Capital Management Alameda, California	$59M	+$252K	1	2.72%	Increased
135	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$58.8M	+$30.7M	3	0.69%	Increased
136	AC Avenir Corporation Alexandria, Virginia	$58.4M	-$560K	1	4.78%	Reduced
137	USAA United Services Automobile Association San Antonio, Texas	$58.4M	+$4.12M	4	0.21%	Increased
138	Canada Life Winnipeg, Manitoba, Canada	$56.9M	+$16.8M	4	0.17%	Increased
139	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$56.2M	+$5.5M	5	0.36%	Increased
140	TD Asset Management Toronto, Ontario, Canada	$54.9M	+$10.2M	3	0.1%	Increased
141	RS Investment Management San Francisco, California	$54.3M	-$26.5M	2	0.56%	Reduced
142	KBI Global Investors Ifsc, Dublin, Ireland	$52.9M	+$46.1M	2	1.41%	New
143	HCM HMI Capital Management San Francisco, California	$51.9M	$0	1	9.77%	Maintained
144	AQR Capital Management Greenwich, Connecticut	$51.4M	+$4.36M	5	0.09%	Increased
145	BNP Paribas Asset Management Paris, France	$50.2M	+$1.38M	4	0.42%	Increased
146	Renaissance Technologies New York	$50.2M	-$56.8M	5	0.1%	Reduced
147	Two Sigma Investments New York	$49.6M	+$30.5M	4	0.21%	Increased
148	PHAM Pacific Heights Asset Management San Francisco, California	$49M	$0	1	4.47%	Maintained
149	Kornitzer Capital Management Shawnee Mission, Kansas	$48.8M	-$10.8M	2	0.88%	Reduced
150	Welch & Forbes Boston, Massachusetts	$48.1M	-$992K	1	1.47%	Reduced