← 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	American Century Companies Kansas City, Missouri	$346M	+$75.7M	2	0.41%	Increased
27	JP Morgan Chase New York	$339M	+$123M	7	0.09%	Increased
28	Macquarie Group Sydney, NSW 2000, Australia	$337M	-$49.6M	5	0.69%	Reduced
29	APG Asset Management US New York	$324M	-$16.7M	2	2.7%	Reduced
30	Capital International Investors Los Angeles, California	$323M	+$46.1M	2	0.5%	Increased
31	Parnassus Investments San Francisco, California	$321M	+$353K	1	2.15%	Increased
32	Jennison Associates New York	$313M	+$81.4M	2	0.31%	Increased
33	BlackRock Group London, United Kingdom	$307M	+$13.7M	6	0.17%	Increased
34	Geode Capital Management Boston, Massachusetts	$290M	+$16.4M	6	0.17%	Increased
35	abrdn Investment Management Edinburgh, United Kingdom	$278M	+$113M	1	1.18%	Increased
36	Shinko Asset Management Company Tokyo, Japan	$247M	+$89.9M	4	2.21%	Increased
37	Dimensional Fund Advisors Austin, Texas	$247M	+$7.79M	5	0.15%	Increased
38	Credit Suisse Zurich, Switzerland	$238M	-$45.9M	6	0.27%	Reduced
39	TCW Group Los Angeles, California	$232M	-$31.6M	3	1.67%	Reduced
40	Temasek Holdings Singapore	$228M	$0	1	1.73%	Maintained
41	SC Schooner Capital Vero Beach, Florida	$225M	$0	1	95.36%	Maintained
42	Epoch Investment Partners New York	$222M	-$6.65M	1	0.88%	Reduced
43	FTCM Fir Tree Capital Management New York	$220M	+$4.25M	1	3.9%	Increased
44	Capital Guardian Trust Los Angeles, California	$219M	+$10.2M	2	1.7%	Increased
45	Morgan Stanley New York	$199M	-$65.7M	7	0.07%	Reduced
46	BAMCO Inc New York	$198M	-$52.8M	1	0.92%	Reduced
47	Federated Hermes Pittsburgh, Pennsylvania	$193M	-$21.2M	3	0.61%	Reduced
48	Edge Asset Management Seattle, Washington	$186M	-$10.7M	1	1.8%	Reduced
49	UBS AM Chicago, Illinois	$185M	-$5.41M	4	0.21%	Reduced
50	Allianz Asset Management Munich, Germany	$177M	+$87.8M	4	0.2%	Increased