← 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
26	TCW Group Los Angeles, California	$289M	-$9.81M	3	1.19%	Reduced
27	Northern Trust Chicago, Illinois	$280M	+$4.66M	5	0.09%	Increased
28	APG Asset Management US New York	$261M	+$14.4M	2	2.48%	Increased
29	Macquarie Group Sydney, NSW 2000, Australia	$254M	-$53.4M	6	0.57%	Reduced
30	abrdn Investment Management Edinburgh, United Kingdom	$243M	-$5.26M	2	1.09%	Reduced
31	Credit Suisse Zurich, Switzerland	$234M	+$25.9M	6	0.19%	Increased
32	Morgan Stanley New York	$213M	+$23.7M	7	0.08%	Increased
33	BAMCO Inc New York	$204M	+$16.3M	3	0.81%	Increased
34	UBS AM Chicago, Illinois	$201M	-$10.1M	4	0.2%	Reduced
35	Temasek Holdings Singapore	$200M	$0	1	2.99%	Maintained
36	BlackRock Group London, United Kingdom	$200M	+$11.8M	6	0.11%	Increased
37	Brookfield Corp Toronto, Ontario, Canada	$196M	+$11.4M	1	1.27%	Increased
38	Capital International Investors Los Angeles, California	$184M	+$41.8M	1	0.48%	Increased
39	OppenheimerFunds New York	$184M	-$25.4M	1	0.2%	Reduced
40	Capital Guardian Trust Los Angeles, California	$164M	+$22.8M	1	1.12%	Increased
41	Edge Asset Management Seattle, Washington	$163M	-$1.22M	1	1.64%	Reduced
42	Bank of Montreal Toronto, Ontario, Canada	$160M	+$88.7M	6	0.18%	Increased
43	Geode Capital Management Boston, Massachusetts	$152M	+$8.56M	5	0.1%	Increased
44	Sustainable Growth Advisers Stamford, Connecticut	$151M	-$7.62M	1	3.25%	Reduced
45	EC Eminence Capital New York	$149M	+$62.5M	1	2.46%	Increased
46	Dimensional Fund Advisors Austin, Texas	$148M	+$13.1M	5	0.1%	Increased
47	Munder Capital Management Birmingham, Michigan	$146M	-$6.33M	2	1.04%	Reduced
48	Barclays London, United Kingdom	$144M	+$38.3M	5	0.15%	Increased
49	KSCM King Street Capital Management New York	$141M	+$129M	1	15.68%	New
50	American Century Companies Kansas City, Missouri	$141M	+$4.89M	4	0.16%	Increased