← 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
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$496M -$203M 4 0.41% Reduced
27
Capital International Investors
Capital International Investors
California
$486M +$40.3M 2 0.66% Increased
28
Ameriprise
Ameriprise
Minnesota
$458M +$41.5M 5 0.24% Increased
29
Nuveen
Nuveen
North Carolina
$442M +$66.9M 5 2.63% Increased
30
Parnassus Investments
Parnassus Investments
California
$414M +$15.6M 1 1.93% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$360M +$10.2M 7 0.27% Increased
32
JSP
Jackson Square Partners
California
$331M -$8.53M 1 1.63% Reduced
33
Morgan Stanley
Morgan Stanley
New York
$315M +$3.8M 7 0.1% Increased
34
Legal & General Group
Legal & General Group
United Kingdom
$292M +$16.3M 6 0.25% Increased
35
Charles Schwab
Charles Schwab
California
$285M +$19.2M 4 0.29% Increased
36
PGGM Investments
PGGM Investments
Netherlands
$282M -$1.7M 2 1.46% Reduced
37
SA
SPO Advisory
California
$281M $0 1 5.08% Maintained
38
Teachers Advisors
Teachers Advisors
New York
$277M +$11.4M 4 0.4% Increased
39
Resolution Capital
Resolution Capital
Australia
$271M +$111M 2 13.49% Increased
40
abrdn Investment Management
abrdn Investment Management
United Kingdom
$259M -$163M 1 0.86% Reduced
41
Jennison Associates
Jennison Associates
New York
$258M -$24.4M 2 0.28% Reduced
42
Bank of Montreal
Bank of Montreal
Ontario, Canada
$232M +$153M 6 0.22% Increased
43
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$226M -$10M 5 0.16% Reduced
44
Wells Fargo
Wells Fargo
California
$225M +$39M 6 0.07% Increased
45
Epoch Investment Partners
Epoch Investment Partners
New York
$222M +$18.5M 1 0.74% Increased
46
Coatue Management
Coatue Management
New York
$213M -$137M 1 2.05% Reduced
47
Credit Suisse
Credit Suisse
Switzerland
$212M -$6.3M 4 0.19% Reduced
48
Russell Investments Group
Russell Investments Group
United Kingdom
$212M +$61M 5 0.39% Increased
49
Swiss National Bank
Swiss National Bank
Switzerland
$207M +$47.6M 4 0.26% Increased
50
Macquarie Group
Macquarie Group
Australia
$200M -$33.7M 5 0.36% Reduced