← 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	Coatue Management New York	$427M	-$74.1M	1	5.33%	Reduced
27	JP Morgan Chase New York	$423M	+$41.1M	7	0.11%	Increased
28	Parnassus Investments San Francisco, California	$408M	+$3.9M	1	2.62%	Increased
29	APG Asset Management US New York	$397M	+$14.5M	3	3.21%	Increased
30	Dimensional Fund Advisors Austin, Texas	$396M	+$92.6M	5	0.24%	Increased
31	Shinko Asset Management Company Tokyo, Japan	$389M	+$102M	4	3.11%	Increased
32	BlackRock Group London, United Kingdom	$386M	+$30.4M	6	0.21%	Increased
33	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$386M	-$172M	2	3.01%	Reduced
34	Geode Capital Management Boston, Massachusetts	$364M	+$28.2M	6	0.19%	Increased
35	American Century Companies Kansas City, Missouri	$363M	-$19.3M	3	0.42%	Reduced
36	Janus Henderson Investors US Denver, Colorado	$318M	+$115M	3	0.28%	Increased
37	abrdn Investment Management Edinburgh, United Kingdom	$291M	-$11.9M	1	1.33%	Reduced
38	Macquarie Group Sydney, NSW 2000, Australia	$282M	-$85.6M	5	0.57%	Reduced
39	Epoch Investment Partners New York	$279M	-$213K	1	1.05%	Reduced
40	SC Schooner Capital Vero Beach, Florida	$268M	-$12.9M	1	100%	Reduced
41	OppenheimerFunds New York	$247M	+$73.8M	4	0.33%	Increased
42	Wellington Management Group Boston, Massachusetts	$241M	+$118M	2	0.06%	Increased
43	Allianz Asset Management Munich, Germany	$236M	+$24.3M	4	0.27%	Increased
44	Capital Guardian Trust Los Angeles, California	$234M	+$40.1M	2	1.8%	Increased
45	TCW Group Los Angeles, California	$234M	-$21.2M	3	1.71%	Reduced
46	FTCM Fir Tree Capital Management New York	$228M	-$11.8M	1	8.62%	Reduced
47	Morgan Stanley New York	$222M	-$5.39M	7	0.09%	Reduced
48	Federated Hermes Pittsburgh, Pennsylvania	$219M	-$5.99M	5	0.68%	Reduced
49	Nuveen Charlotte, North Carolina	$217M	+$85.7M	4	1.14%	Increased
50	Temasek Holdings Singapore	$215M	$0	1	1.7%	Maintained