← 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
American Century Companies
Missouri
$484M +$18.2M 4 0.49% Increased
27
SA
SPO Advisory
California
$484M +$238M 1 9.98% Increased
28
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$458M -$248M 4 0.07% Reduced
29
Franklin Resources
Franklin Resources
California
$447M +$49.3M 4 0.23% Increased
30
Parnassus Investments
Parnassus Investments
California
$438M +$25.3M 1 1.77% Increased
31
Aberdeen Group
Aberdeen Group
United Kingdom
$419M +$158M 3 0.83% Increased
32
Charles Schwab
Charles Schwab
California
$411M +$25M 5 0.32% Increased
33
Citadel Advisors
Citadel Advisors
Florida
$409M +$114M 7 0.22% Increased
34
Morgan Stanley
Morgan Stanley
New York
$405M +$4.65M 9 0.11% Increased
35
Wells Fargo
Wells Fargo
California
$382M +$18.4M 8 0.11% Increased
36
Nuveen
Nuveen
North Carolina
$381M -$3.14M 5 2.49% Reduced
37
ClearBridge Investments
ClearBridge Investments
New York
$376M +$377M 3 0.35% Increased
38
Legal & General Group
Legal & General Group
United Kingdom
$350M +$1.56M 7 0.27% Increased
39
PGGM Investments
PGGM Investments
Netherlands
$335M +$23.6M 1 1.89% Increased
40
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$304M +$66.7M 1 3.62% Increased
41
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$304M -$16.8M 6 0.75% Reduced
42
UBS AM
UBS AM
Illinois
$283M +$40.6M 4 0.22% Increased
43
Teachers Advisors
Teachers Advisors
New York
$276M -$13.5M 6 0.36% Reduced
44
Bank of Montreal
Bank of Montreal
Ontario, Canada
$271M -$28.4M 8 0.24% Reduced
45
Fred Alger Management
Fred Alger Management
New York
$261M -$11.8M 4 1.21% Reduced
46
Federated Hermes
Federated Hermes
Pennsylvania
$259M -$2.31M 5 0.75% Reduced
47
ACM
AEW Capital Management
Massachusetts
$256M +$1.71B 3 7.21% Increased
48
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$253M +$5.27M 6 0.17% Increased
49
JSP
Jackson Square Partners
California
$247M -$9.81M 1 1.24% Reduced
50
USS Investment Management
USS Investment Management
United Kingdom
$240M +$98.3M 1 2.67% Increased