← 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	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$329M	+$284M	2	2.72%	Increased
27	Capital International Investors Los Angeles, California	$317M	+$9.71M	2	0.58%	Increased
28	APG Asset Management US New York	$295M	-$20.7M	2	2.62%	Reduced
29	BlackRock Group London, United Kingdom	$268M	+$5.62M	6	0.16%	Increased
30	Epoch Investment Partners New York	$262M	+$112M	1	1.02%	Increased
31	Credit Suisse Zurich, Switzerland	$259M	+$3.37M	6	0.31%	Increased
32	SC Schooner Capital Vero Beach, Florida	$259M	$0	1	96.46%	Maintained
33	Geode Capital Management Boston, Massachusetts	$254M	+$5.88M	5	0.15%	Increased
34	Morgan Stanley New York	$242M	-$36.8M	7	0.09%	Reduced
35	American Century Companies Kansas City, Missouri	$241M	+$60.2M	2	0.29%	Increased
36	TCW Group Los Angeles, California	$237M	-$43.4M	3	1.7%	Reduced
37	BAMCO Inc New York	$228M	-$9.74M	1	1.03%	Reduced
38	Dimensional Fund Advisors Austin, Texas	$224M	+$28.2M	5	0.15%	Increased
39	Capital Guardian Trust Los Angeles, California	$203M	+$12.5M	2	1.65%	Increased
40	Jennison Associates New York	$198M	+$39.1M	3	0.2%	Increased
41	Temasek Holdings Singapore	$197M	$0	1	1.87%	Maintained
42	FTCM Fir Tree Capital Management New York	$195M	-$58M	1	3.26%	Reduced
43	River Road Asset Management Louisville, Kentucky	$193M	-$14.5M	2	2.99%	Reduced
44	HCM Highfields Capital Management Boston, Massachusetts	$191M	$0	1	1.69%	Maintained
45	JP Morgan Chase New York	$191M	-$11.2M	6	0.05%	Reduced
46	Federated Hermes Pittsburgh, Pennsylvania	$186M	+$6.17M	4	0.6%	Increased
47	BWA Brave Warrior Advisors New York	$175M	-$64.8M	1	5.57%	Reduced
48	TP Tesuji Partners Fort Lee, New Jersey	$173M	+$173M	1	11.19%	New
49	UBS AM Chicago, Illinois	$171M	-$4.34M	4	0.19%	Reduced
50	Edge Asset Management Seattle, Washington	$170M	+$5.39M	1	1.7%	Increased