← 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
SA
SPO Advisory
California
$493M $0 1 12.04% Maintained
27
Charles Schwab
Charles Schwab
California
$476M +$16.5M 6 0.32% Increased
28
Morgan Stanley
Morgan Stanley
New York
$475M +$67.2M 9 0.12% Increased
29
Citadel Advisors
Citadel Advisors
Florida
$463M +$201M 7 0.21% Increased
30
Parnassus Investments
Parnassus Investments
California
$461M +$598K 1 1.76% Increased
31
ClearBridge Investments
ClearBridge Investments
New York
$454M +$5.72M 4 0.39% Increased
32
Aberdeen Group
Aberdeen Group
United Kingdom
$453M -$20.9M 4 0.84% Reduced
33
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$424M -$197M 4 0.06% Reduced
34
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$407M +$58.2M 5 0.86% Increased
35
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$398M -$573K 1 4.42% Reduced
36
Legal & General Group
Legal & General Group
United Kingdom
$392M +$31.1M 8 0.28% Increased
37
Franklin Resources
Franklin Resources
California
$383M -$18.4M 4 0.19% Reduced
38
PGGM Investments
PGGM Investments
Netherlands
$358M $0 1 1.89% Maintained
39
Janus Henderson Group
Janus Henderson Group
$353M -$133M 5 0.19% Reduced
40
Nuveen
Nuveen
North Carolina
$347M +$24.2M 5 1.84% Increased
41
Wells Fargo
Wells Fargo
California
$331M -$63.2M 9 0.09% Reduced
42
1WCM
12 West Capital Management
New York
$330M +$175M 1 24.23% Increased
43
UBS AM
UBS AM
Illinois
$324M +$18.1M 5 0.24% Increased
44
Teachers Advisors
Teachers Advisors
New York
$303M -$14.9M 6 0.36% Reduced
45
USS Investment Management
USS Investment Management
United Kingdom
$297M $0 1 2.99% Maintained
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$282M +$32.1M 9 0.12% Increased
47
Farallon Capital Management
Farallon Capital Management
California
$263M +$266M 1 1.56% New
48
Federated Hermes
Federated Hermes
Pennsylvania
$263M -$37M 5 0.61% Reduced
49
ACM
AEW Capital Management
Massachusetts
$261M -$109M 3 7.28% Reduced
50
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$254M +$4.15M 5 0.27% Increased