← 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	$484M	+$23.1M	3	0.52%	Increased
27	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$444M	-$9.63M	2	4.1%	Reduced
28	Capital International Investors Los Angeles, California	$406M	-$63.9M	1	0.59%	Reduced
29	abrdn Investment Management Edinburgh, United Kingdom	$385M	+$69.2M	1	1.34%	Increased
30	Parnassus Investments San Francisco, California	$374M	+$29M	1	1.84%	Increased
31	Ameriprise Minneapolis, Minnesota	$372M	+$72.5M	5	0.2%	Increased
32	Nuveen Charlotte, North Carolina	$336M	+$47.6M	5	1.71%	Increased
33	Coatue Management New York	$319M	+$52.4K	1	3.78%	Increased
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$318M	-$200M	7	0.26%	Reduced
35	JSP Jackson Square Partners Larkspur, California	$304M	-$45.3M	1	1.57%	Reduced
36	Morgan Stanley New York	$281M	+$20M	8	0.09%	Increased
37	PGGM Investments Zeist, Netherlands	$262M	+$27.5M	2	1.34%	Increased
38	SA SPO Advisory San Anselmo, California	$251M	$0	1	5.16%	Maintained
39	Legal & General Group London, United Kingdom	$249M	-$336K	6	0.23%	Reduced
40	Jennison Associates New York	$249M	-$76.9M	3	0.28%	Reduced
41	Charles Schwab San Francisco, California	$241M	+$17.1M	4	0.26%	Increased
42	Teachers Advisors New York	$237M	+$13.4M	4	0.37%	Increased
43	TIAA CREF Investment Management New York	$213M	+$5M	5	0.16%	Increased
44	Wellington Management Group Boston, Massachusetts	$210M	-$36.2M	2	0.05%	Reduced
45	Macquarie Group Sydney, NSW 2000, Australia	$209M	+$21.8M	5	0.4%	Increased
46	VOYA Investment Management Atlanta, Georgia	$205M	-$18.6M	4	0.49%	Reduced
47	Credit Suisse Zurich, Switzerland	$199M	+$44.6M	4	0.2%	Increased
48	Sarasin & Partners London, United Kingdom	$197M	-$18.9M	1	3.33%	Reduced
49	Duff & Phelps Investment Management Chicago, Illinois	$195M	-$11M	3	2.8%	Reduced
50	TCW Group Los Angeles, California	$191M	-$13.3M	3	1.44%	Reduced