← 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	Capital International Investors Los Angeles, California	$545M	+$823K	2	0.8%	Increased
27	American Century Companies Kansas City, Missouri	$523M	+$83.4M	4	0.59%	Increased
28	BlackRock Group London, United Kingdom	$507M	+$40.8M	6	0.26%	Increased
29	Jennison Associates New York	$507M	-$55.1M	3	0.56%	Reduced
30	JSP Jackson Square Partners Larkspur, California	$496M	-$99M	1	2.08%	Reduced
31	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$479M	+$6.29M	2	3.75%	Increased
32	Geode Capital Management Boston, Massachusetts	$476M	+$38.6M	6	0.26%	Increased
33	Parnassus Investments San Francisco, California	$465M	-$12.8M	1	2.83%	Reduced
34	Janus Henderson Investors US Denver, Colorado	$442M	+$56.7M	3	0.38%	Increased
35	Coatue Management New York	$359M	-$128M	1	5.12%	Reduced
36	SA SPO Advisory San Anselmo, California	$343M	-$433M	1	6.86%	Reduced
37	Ameriprise Minneapolis, Minnesota	$335M	+$101M	4	0.2%	Increased
38	OppenheimerFunds New York	$328M	+$25.4M	4	0.43%	Increased
39	Epoch Investment Partners New York	$321M	-$5.31M	1	1.21%	Reduced
40	Nuveen Charlotte, North Carolina	$315M	+$46.9M	4	1.93%	Increased
41	Wellington Management Group Boston, Massachusetts	$312M	+$26.9M	3	0.08%	Increased
42	abrdn Investment Management Edinburgh, United Kingdom	$306M	-$31.9M	1	1.39%	Reduced
43	VOYA Investment Management Atlanta, Georgia	$298M	+$42.7M	4	0.73%	Increased
44	Macquarie Group Sydney, NSW 2000, Australia	$290M	-$29.2M	5	0.57%	Reduced
45	Morgan Stanley New York	$275M	+$46.2M	7	0.1%	Increased
46	Legal & General Group London, United Kingdom	$271M	+$26M	6	0.29%	Increased
47	TIAA CREF Investment Management New York	$255M	+$16.8M	5	0.2%	Increased
48	UBS AM Chicago, Illinois	$247M	+$17.4M	5	0.28%	Increased
49	Charles Schwab San Francisco, California	$241M	+$34.5M	4	0.3%	Increased
50	Sarasin & Partners London, United Kingdom	$239M	-$10.3M	2	3.97%	Reduced