← 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
$626M +$51.4M 8 0.37% Increased
27
Morgan Stanley
Morgan Stanley
New York
$623M -$74.5M 9 0.17% Reduced
28
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$600M +$13.5M 5 8.45% Increased
29
Charles Schwab
Charles Schwab
California
$587M +$21.5M 6 0.36% Increased
30
Parnassus Investments
Parnassus Investments
California
$584M -$83.8M 2 2.21% Reduced
31
Legal & General Group
Legal & General Group
United Kingdom
$567M +$28.5M 8 0.3% Increased
32
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$518M -$10.2M 5 1.05% Reduced
33
STT
Singapore Technologies Telemedia
Singapore
$509M $0 1 100% Maintained
34
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$507M +$61.2M 5 1.09% Increased
35
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$449M -$31.4M 1 4.62% Reduced
36
UBS AM
UBS AM
Illinois
$425M +$65.6M 7 0.3% Increased
37
1WCM
12 West Capital Management
New York
$411M +$918K 1 30.93% Increased
38
PGGM Investments
PGGM Investments
Netherlands
$347M -$20.2M 1 1.74% Reduced
39
California Public Employees Retirement System
California Public Employees Retirement System
California
$329M +$45.6M 8 0.39% Increased
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$328M +$9.9M 9 0.13% Increased
41
Aberdeen Group
Aberdeen Group
United Kingdom
$322M -$35.3M 3 0.71% Reduced
42
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$321M +$22.9M 5 0.29% Increased
43
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$321M +$12.8M 4 0.05% Increased
44
Wells Fargo
Wells Fargo
California
$320M +$4.76M 8 0.09% Increased
45
Janus Henderson Group
Janus Henderson Group
$318M +$33.1M 4 0.17% Increased
46
Swiss National Bank
Swiss National Bank
Switzerland
$281M -$2.31M 6 0.3% Reduced
47
AllianceBernstein
AllianceBernstein
Tennessee
$271M -$7.36M 5 0.17% Reduced
48
Franklin Resources
Franklin Resources
California
$267M -$654K 3 0.14% Reduced
49
Citadel Advisors
Citadel Advisors
Florida
$261M +$44M 9 0.12% Increased
50
Alkeon Capital Management
Alkeon Capital Management
New York
$255M +$8.06M 1 1.01% Increased