← 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	TIAAOA Teachers Insurance & Annuity Association of America New York	$60.9M	-$14.5M	5	7.2%	Reduced
152	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$60M	-$11.8M	4	0.13%	Reduced
153	Stockbridge Partners Boston, Massachusetts	$57.9M	-$3.91M	1	2.24%	Reduced
154	Kornitzer Capital Management Shawnee Mission, Kansas	$57.4M	-$6.92M	3	1.01%	Reduced
155	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$56.8M	-$15.9M	1	1.56%	Reduced
156	Artisan Partners Milwaukee, Wisconsin	$56.6M	+$11.5M	1	0.1%	Increased
157	River Road Asset Management Louisville, Kentucky	$56.6M	-$4.73M	1	1.1%	Reduced
158	Aperio Group Sausalito, California	$53.5M	+$3.84M	9	0.22%	Increased
159	CI Investments Inc Toronto, Ontario, Canada	$51.1M	+$278K	2	0.28%	Increased
160	TCM Tensile Capital Management Larkspur, California	$50.5M	-$5.28M	1	6.61%	Reduced
161	Axa Paris, France	$49.4M	-$9.63M	4	0.19%	Reduced
162	Envestnet Asset Management Chicago, Illinois	$49.1M	+$1.38M	7	0.06%	Increased
163	GIP General Industrial Partners London, United Kingdom	$48.8M	-$2.98M	1	19.29%	Reduced
164	Treasurer of the State of North Carolina Raleigh, North Carolina	$48.4M	+$382K	5	0.3%	Increased
165	BM Bridger Management New York	$48.2M	+$6.44M	1	3.78%	Increased
166	State of Tennessee, Department of Treasury Nashville, Tennessee	$47.2M	+$6.96M	4	0.23%	Increased
167	Davis Selected Advisers Tucson, Arizona	$46.5M	-$1.31M	2	0.23%	Reduced
168	USAA United Services Automobile Association San Antonio, Texas	$45.6M	+$625K	4	0.11%	Increased
169	AMF Tjänstepension Stockholm, Sweden	$45.5M	-$6.64M	1	0.44%	Reduced
170	Holocene Advisors New York	$45.1M	-$60.2M	1	0.57%	Reduced
171	Avalon Investment & Advisory Houston, Texas	$45M	+$11.4M	3	1%	Increased
172	TCM Tekne Capital Management New York	$44.5M	$0	1	11.18%	Maintained
173	PS Presima Securities Montreal, Quebec, Canada	$44M	-$11.8M	1	7.01%	Reduced
174	Employees Retirement System of Texas Austin, Texas	$43.9M	-$20.2M	5	0.67%	Reduced
175	Victory Capital Management San Antonio, Texas	$43.4M	-$18.5M	4	0.09%	Reduced