← 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	UBS Group Zurich, Switzerland	$45.5M	-$14.9M	9	0.02%	Reduced
152	Nordea Investment Management Stockholm, Sweden	$43.8M	-$2.9M	5	0.1%	Reduced
153	D.E. Shaw & Co New York	$42.7M	+$30.6M	5	0.06%	Increased
154	US Bancorp Minneapolis, Minnesota	$42.1M	+$5.14M	7	0.14%	Increased
155	Railway Pension Investments London, United Kingdom	$41.4M	+$45.5M	2	0.82%	New
156	Pinnacle Associates New York	$40.7M	-$700K	3	1.05%	Reduced
157	USAA United Services Automobile Association San Antonio, Texas	$40.1M	+$2.03M	4	0.12%	Increased
158	RGREA Ranger Global Real Estate Advisors Denver, Colorado	$39.8M	+$7.18M	2	11.85%	Increased
159	Aperio Group Sausalito, California	$39.5M	+$1.11M	8	0.2%	Increased
160	TCM Tensile Capital Management Larkspur, California	$39.5M	-$507K	1	5.88%	Reduced
161	Schroder Investment Management Group London, United Kingdom	$39.5M	+$324K	6	0.07%	Increased
162	Employees Retirement System of Texas Austin, Texas	$38.9M	+$8.15M	5	0.62%	Increased
163	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$38.3M	-$3.13M	5	0.07%	Reduced
164	Chilton Capital Management Houston, Texas	$37.7M	+$710K	2	3.65%	Increased
165	Treasurer of the State of North Carolina Raleigh, North Carolina	$37.7M	+$874K	5	0.27%	Increased
166	HSBC Holdings London, United Kingdom	$37M	-$21.2M	6	0.07%	Reduced
167	Zurich Cantonal Bank Zurich, Switzerland	$36.3M	+$2.79M	5	0.37%	Increased
168	Davis Selected Advisers Tucson, Arizona	$36.2M	+$2.28M	2	0.2%	Increased
169	Ninety One (UK) London, United Kingdom	$35.7M	+$34.8M	1	0.15%	Increased
170	AIG American International Group New York	$34.7M	+$784K	5	0.14%	Increased
171	Envestnet Asset Management Chicago, Illinois	$34.7M	+$34.8M	7	0.05%	Increased
172	Axa Paris, France	$34.6M	-$3.6M	4	0.15%	Reduced
173	Squarepoint New York	$34.5M	+$33.1M	4	0.4%	Increased
174	DekaBank Deutsche Girozentrale Frankfurt, Germany	$34.3M	-$17.9M	3	0.23%	Reduced
175	ZP Zimmer Partners New York	$34M	+$10.3M	2	0.47%	Increased