← 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	Parnassus Investments San Francisco, California	$486M	+$4.59M	1	1.99%	Increased
27	Janus Henderson Group London,	$473M	+$21.6M	4	0.3%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$459M	-$101M	8	0.31%	Reduced
29	Morgan Stanley New York	$453M	+$41.1M	8	0.14%	Increased
30	Franklin Resources San Mateo, California	$448M	-$143M	5	0.22%	Reduced
31	Charles Schwab San Francisco, California	$403M	+$67.8M	4	0.35%	Increased
32	Nuveen Charlotte, North Carolina	$397M	-$58.2M	5	2.6%	Reduced
33	Legal & General Group London, United Kingdom	$391M	+$46.3M	6	0.29%	Increased
34	Bank of Montreal Toronto, Ontario, Canada	$365M	+$25.7M	6	0.33%	Increased
35	Pictet Asset Management (UK) London, United Kingdom	$356M	+$86.8M	4	1.01%	Increased
36	PGGM Investments Zeist, Netherlands	$350M	+$28.7M	2	1.73%	Increased
37	Wells Fargo San Francisco, California	$313M	+$29.4M	6	0.1%	Increased
38	JSP Jackson Square Partners Larkspur, California	$307M	-$40.3M	1	1.49%	Reduced
39	Swiss National Bank Zurich, Switzerland	$298M	+$24.3M	4	0.34%	Increased
40	TIAA CREF Investment Management New York	$285M	+$17.4M	6	0.19%	Increased
41	Teachers Advisors New York	$285M	-$23.1M	4	0.38%	Reduced
42	SA SPO Advisory San Anselmo, California	$265M	$0	1	5.28%	Maintained
43	Fred Alger Management New York	$253M	+$89.6M	3	1.18%	Increased
44	Jennison Associates New York	$253M	-$27.6M	2	0.26%	Reduced
45	UBS AM Chicago, Illinois	$249M	+$22.1M	4	0.23%	Increased
46	Aberdeen Group Edinburgh, United Kingdom	$242M	+$239M	3	0.44%	New
47	Coatue Management New York	$237M	$0	1	1.93%	Maintained
48	Epoch Investment Partners New York	$236M	-$4.89M	1	0.79%	Reduced
49	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$233M	+$17.2M	5	0.33%	Increased
50	Russell Investments Group London, United Kingdom	$232M	-$14.5M	5	0.4%	Reduced