← 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	$536M	+$150M	2	0.78%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$530M	-$39.8M	7	0.37%	Reduced
28	BlackRock Group London, United Kingdom	$483M	+$21.7M	6	0.24%	Increased
29	American Century Companies Kansas City, Missouri	$464M	-$18.3M	3	0.51%	Reduced
30	Geode Capital Management Boston, Massachusetts	$462M	+$27.2M	6	0.23%	Increased
31	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$450M	+$21.8M	2	3.71%	Increased
32	Parnassus Investments San Francisco, California	$399M	-$40.2M	1	2.18%	Reduced
33	JSP Jackson Square Partners Larkspur, California	$353M	-$111M	1	1.58%	Reduced
34	Jennison Associates New York	$340M	-$114M	3	0.37%	Reduced
35	Coatue Management New York	$321M	-$12.8M	1	3.94%	Reduced
36	abrdn Investment Management Edinburgh, United Kingdom	$317M	+$32.9M	1	1.3%	Increased
37	Ameriprise Minneapolis, Minnesota	$302M	+$2.53M	4	0.17%	Increased
38	OppenheimerFunds New York	$300M	+$8.75M	4	0.38%	Increased
39	TIAA CREF Investment Management New York	$296M	-$19.1M	5	0.19%	Reduced
40	Nuveen Charlotte, North Carolina	$289M	+$4.46M	4	1.69%	Increased
41	Morgan Stanley New York	$276M	+$28.6M	7	0.09%	Increased
42	Legal & General Group London, United Kingdom	$255M	+$7.97M	6	0.26%	Increased
43	SA SPO Advisory San Anselmo, California	$253M	-$67.4M	1	4.44%	Reduced
44	Wellington Management Group Boston, Massachusetts	$249M	-$42.4M	2	0.06%	Reduced
45	PGGM Investments Zeist, Netherlands	$230M	+$85M	2	1.15%	Increased
46	Teachers Advisors New York	$229M	+$19.8M	4	0.38%	Increased
47	Charles Schwab San Francisco, California	$228M	+$9.46M	4	0.27%	Increased
48	VOYA Investment Management Atlanta, Georgia	$227M	-$50.3M	4	0.43%	Reduced
49	Epoch Investment Partners New York	$220M	-$85.5M	1	0.82%	Reduced
50	Sarasin & Partners London, United Kingdom	$218M	-$4.38M	1	3.42%	Reduced