← 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	HCM HMI Capital Management San Francisco, California	$76.6M	+$12.5M	1	10.56%	Increased
127	MP Makaira Partners La Jolla, California	$74.6M	-$457K	1	9.69%	Reduced
128	AGF Investments Inc Toronto, Ontario, Canada	$74.5M	-$1.32M	2	0.81%	Reduced
129	TIAAOA Teachers Insurance & Annuity Association of America New York	$74M	+$4.97M	4	2%	Increased
130	AQR Capital Management Greenwich, Connecticut	$72.4M	+$4.22M	5	0.09%	Increased
131	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$71.4M	+$11.2M	6	0.37%	Increased
132	ESCM Echo Street Capital Management New York	$70.2M	+$9.07M	1	2.39%	Increased
133	Nomura Asset Management Tokyo, Japan	$70.2M	-$8.23M	4	0.91%	Reduced
134	AIM Allen Investment Management New York	$69.4M	-$2.27M	1	3.17%	Reduced
135	TD Asset Management Toronto, Ontario, Canada	$68.7M	+$8.47M	3	0.1%	Increased
136	Aviva London, United Kingdom	$68.1M	+$7.61M	3	0.37%	Increased
137	Santa Barbara Asset Management Los Angeles, California	$65.2M	+$65.9M	1	1.04%	New
138	HSBC Holdings London, United Kingdom	$65.1M	+$16.4M	3	0.1%	Increased
139	Douglas Lane & Associates New York	$64.9M	-$3.63M	1	1.49%	Reduced
140	OppenheimerFunds New York	$64.5M	+$17.9M	4	0.08%	Increased
141	Los Angeles Capital Management Los Angeles, California	$62.6M	-$6.97M	3	0.36%	Reduced
142	Temasek Holdings Singapore	$61.3M	$0	1	0.36%	Maintained
143	CCMH Cornerstone Capital Management Holdings New York	$58.8M	+$9.01M	4	0.46%	Increased
144	Moore Capital Management New York	$57.8M	-$17.3M	3	1.12%	Reduced
145	AWCI Alpine Woods Capital Investors Purchase, New York	$57.5M	-$1M	3	2.94%	Reduced
146	Two Sigma Investments New York	$56.5M	+$12.4M	5	0.2%	Increased
147	Kornitzer Capital Management Shawnee Mission, Kansas	$55.5M	-$5.28M	3	0.97%	Reduced
148	MLICM Metropolitan Life Insurance Company (MetLife) New York	$54.3M	+$14.9M	4	0.34%	Increased
149	Amundi Asset Management US Boston, Massachusetts	$50.8M	+$9.42M	3	0.16%	Increased
150	USAA United Services Automobile Association San Antonio, Texas	$50.5M	+$1.05M	4	0.15%	Increased