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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 Kansas City, Missouri	$462M	+$42M	4	0.53%	Increased
27	Charles Schwab San Francisco, California	$447M	+$19M	7	0.34%	Increased
28	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$406M	-$96M	2	6.6%	Reduced
29	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$395M	+$314M	6	0.88%	Increased
30	Farallon Capital Management San Francisco, California	$392M	+$196M	1	2.87%	Increased
31	ClearBridge Investments New York	$390M	+$22.3M	3	0.39%	Increased
32	Pictet Asset Management (UK) London, United Kingdom	$371M	+$22.7M	5	0.93%	Increased
33	Wellington Management Group Boston, Massachusetts	$365M	+$284M	2	0.09%	Increased
34	Legal & General Group London, United Kingdom	$363M	+$18.4M	8	0.28%	Increased
35	PGGM Investments Zeist, Netherlands	$339M	$0	1	1.97%	Maintained
36	Sustainable Growth Advisers Stamford, Connecticut	$337M	+$15M	1	4.37%	Increased
37	UBS AM Chicago, Illinois	$291M	+$5.58M	5	0.25%	Increased
38	Teachers Advisors New York	$284M	+$34.1M	6	0.4%	Increased
39	Aberdeen Group Edinburgh, United Kingdom	$274M	-$113M	3	0.65%	Reduced
40	Nuveen Charlotte, North Carolina	$272M	-$31.2M	5	1.72%	Reduced
41	Janus Henderson Group London,	$263M	-$38.1M	4	0.17%	Reduced
42	Royal Bank of Canada Toronto, Ontario, Canada	$262M	+$4.35M	9	0.13%	Increased
43	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$256M	+$36.3M	5	0.28%	Increased
44	Wells Fargo San Francisco, California	$249M	-$35.1M	8	0.08%	Reduced
45	1WCM 12 West Capital Management New York	$247M	+$34.5M	1	25.47%	Increased
46	T. Rowe Price Associates Baltimore, Maryland	$239M	-$129M	4	0.04%	Reduced
47	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$228M	+$33.9M	4	5.46%	Increased
48	ACM AEW Capital Management Boston, Massachusetts	$224M	-$103M	3	7.04%	Reduced
49	Federated Hermes Pittsburgh, Pennsylvania	$223M	+$562K	5	0.61%	Increased
50	Swiss National Bank Zurich, Switzerland	$220M	+$4.16M	5	0.28%	Increased