← 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
Deutsche Bank
Deutsche Bank
Germany
$490M -$54.1M 8 0.24% Reduced
27
SA
SPO Advisory
California
$489M -$8.2M 1 10.29% Reduced
28
Janus Henderson Group
Janus Henderson Group
$475M -$142M 5 0.27% Reduced
29
Aberdeen Group
Aberdeen Group
United Kingdom
$469M +$32.1M 4 0.9% Increased
30
Parnassus Investments
Parnassus Investments
California
$467M +$336K 1 1.86% Increased
31
Charles Schwab
Charles Schwab
California
$456M +$20.8M 5 0.33% Increased
32
ClearBridge Investments
ClearBridge Investments
New York
$446M +$55.6M 3 0.36% Increased
33
Morgan Stanley
Morgan Stanley
New York
$413M -$5.92M 9 0.11% Reduced
34
Franklin Resources
Franklin Resources
California
$398M -$59.8M 4 0.2% Reduced
35
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$396M +$77.7M 1 4.69% Increased
36
Wells Fargo
Wells Fargo
California
$395M +$23.9M 8 0.12% Increased
37
Legal & General Group
Legal & General Group
United Kingdom
$360M -$7.39M 8 0.28% Reduced
38
PGGM Investments
PGGM Investments
Netherlands
$355M $0 1 1.95% Maintained
39
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$349M +$34M 6 0.83% Increased
40
Nuveen
Nuveen
North Carolina
$323M -$75.8M 4 2.03% Reduced
41
Teachers Advisors
Teachers Advisors
New York
$320M +$15.7M 6 0.4% Increased
42
Federated Hermes
Federated Hermes
Pennsylvania
$314M +$2.23M 5 0.92% Increased
43
UBS AM
UBS AM
Illinois
$305M +$7.49M 5 0.23% Increased
44
USS Investment Management
USS Investment Management
United Kingdom
$295M +$46.1M 1 3.22% Increased
45
Bank of Montreal
Bank of Montreal
Ontario, Canada
$270M -$8.15M 8 0.22% Reduced
46
ACM
AEW Capital Management
Massachusetts
$268M -$36M 3 7.15% Reduced
47
STT
Singapore Technologies Telemedia
Singapore
$266M +$37.3M 1 100% Increased
48
Citadel Advisors
Citadel Advisors
Florida
$263M -$156M 8 0.13% Reduced
49
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$256M -$11.5M 6 0.17% Reduced
50
Swiss National Bank
Swiss National Bank
Switzerland
$254M +$12.4M 5 0.29% Increased