← 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	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$494M	-$107M	4	5.22%	Reduced
27	American Century Companies Kansas City, Missouri	$494M	-$112M	3	0.51%	Reduced
28	Nuveen Charlotte, North Carolina	$435M	-$37.3M	5	2.79%	Reduced
29	Janus Henderson Group London,	$426M	+$358M	4	0.29%	Increased
30	Parnassus Investments San Francisco, California	$425M	+$15.1M	1	1.79%	Increased
31	Morgan Stanley New York	$382M	+$59.7M	8	0.12%	Increased
32	JSP Jackson Square Partners Larkspur, California	$333M	-$21.4M	1	1.7%	Reduced
33	Legal & General Group London, United Kingdom	$326M	+$19.3M	6	0.26%	Increased
34	Bank of Montreal Toronto, Ontario, Canada	$325M	+$76.3M	6	0.31%	Increased
35	Charles Schwab San Francisco, California	$316M	+$16.5M	4	0.3%	Increased
36	PGGM Investments Zeist, Netherlands	$306M	+$6.02M	2	1.57%	Increased
37	Teachers Advisors New York	$292M	-$3.47M	4	0.41%	Reduced
38	Wells Fargo San Francisco, California	$270M	+$31.4M	6	0.09%	Increased
39	Jennison Associates New York	$267M	-$10.3M	3	0.28%	Reduced
40	Pictet Asset Management (UK) London, United Kingdom	$263M	+$44M	3	0.81%	Increased
41	Swiss National Bank Zurich, Switzerland	$260M	+$42.1M	4	0.31%	Increased
42	Resolution Capital Sydney, NSW, Australia	$258M	-$31.3M	2	12.32%	Reduced
43	Millennium Management New York	$255M	+$77.6M	6	0.46%	Increased
44	SA SPO Advisory San Anselmo, California	$255M	-$46M	1	5.01%	Reduced
45	TIAA CREF Investment Management New York	$254M	+$15M	6	0.18%	Increased
46	Russell Investments Group London, United Kingdom	$236M	+$9.03M	5	0.42%	Increased
47	Coatue Management New York	$228M	-$660K	1	2.05%	Reduced
48	UBS AM Chicago, Illinois	$215M	+$5.41M	4	0.21%	Increased
49	Epoch Investment Partners New York	$213M	-$714K	1	0.72%	Reduced
50	Sustainable Growth Advisers Stamford, Connecticut	$213M	+$10.4M	1	3.11%	Increased