← 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
151	Capital Guardian Trust Los Angeles, California	$51.6M	+$9.83M	2	0.73%	Increased
152	USAA United Services Automobile Association San Antonio, Texas	$51.6M	+$1.47M	4	0.14%	Increased
153	Numeric Investors Boston, Massachusetts	$51M	+$3.29M	3	0.37%	Increased
154	Waddell & Reed Financial Overland Park, Kansas	$50.7M	+$50.9M	1	0.11%	New
155	AACA American Assets Capital Advisers San Diego, California	$49.9M	+$19.2M	4	12.66%	Increased
156	State of Alaska Department of Revenue Juneau, Alaska	$49M	+$9.77M	5	1.17%	Increased
157	CCMH Cornerstone Capital Management Holdings New York	$48.9M	-$9.32M	4	0.34%	Reduced
158	AWCI Alpine Woods Capital Investors Purchase, New York	$48.5M	-$9.18M	3	2.42%	Reduced
159	OP Oldfield Partners London, United Kingdom	$48M	+$6.28M	1	3.64%	Increased
160	British Columbia Investment Management Victoria, British Columbia, Canada	$46.4M	+$2.65M	3	0.33%	Increased
161	Aperio Group Sausalito, California	$46.4M	+$2.73M	6	0.24%	Increased
162	AGF Investments Inc Toronto, Ontario, Canada	$43.6M	-$32.8M	2	0.42%	Reduced
163	Chilton Capital Management Houston, Texas	$43.2M	+$10.3M	2	3.94%	Increased
164	Pinnacle Associates New York	$43.1M	-$4.02M	2	0.83%	Reduced
165	D.E. Shaw & Co New York	$42.9M	+$2.77M	6	0.06%	Increased
166	CBT Capital Bank & Trust Irvine, California	$42.8M	+$4.62M	2	0.59%	Increased
167	PS Presima Securities Montreal, Quebec, Canada	$42.3M	+$8.88M	1	5.45%	Increased
168	DekaBank Deutsche Girozentrale Frankfurt, Germany	$41.5M	$0	4	0.32%	Maintained
169	State of New Jersey Common Pension Fund D Trenton, New Jersey	$40.4M	+$4.83M	4	0.15%	Increased
170	William Blair & Company Chicago, Illinois	$40.2M	+$10.2M	4	0.27%	Increased
171	Welch & Forbes Boston, Massachusetts	$39.2M	-$1.99M	1	1.05%	Reduced
172	WBC Westpac Banking Corp Sydney, Australia	$38.2M	+$6.15M	4	0.87%	Increased
173	AIG American International Group New York	$37.3M	+$1.9M	5	0.12%	Increased
174	BNP Paribas Asset Management Paris, France	$37.3M	+$28.7M	4	0.32%	Increased
175	Fidelity International Hamilton, Bermuda	$36.7M	+$432K	2	0.1%	Increased