← 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
Morgan Stanley
Morgan Stanley
New York
$728M +$40M 9 0.19% Increased
27
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$699M +$124M 5 1.47% Increased
28
Parnassus Investments
Parnassus Investments
California
$697M +$64.9M 2 2.53% Increased
29
Charles Schwab
Charles Schwab
California
$685M +$23M 6 0.4% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$683M -$41.8M 8 0.47% Reduced
31
Legal & General Group
Legal & General Group
United Kingdom
$653M +$13M 8 0.34% Increased
32
ClearBridge Investments
ClearBridge Investments
New York
$641M -$76.2M 3 0.56% Reduced
33
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$585M +$8.75M 6 1.21% Increased
34
Capital Research Global Investors
Capital Research Global Investors
California
$561M +$342M 3 0.18% Increased
35
STT
Singapore Technologies Telemedia
Singapore
$544M $0 1 100% Maintained
36
UBS AM
UBS AM
Illinois
$515M +$35.5M 7 0.35% Increased
37
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$453M +$74.6M 4 0.06% Increased
38
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$444M +$78.9M 5 0.39% Increased
39
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$443M -$66M 1 4.44% Reduced
40
1WCM
12 West Capital Management
New York
$439M $0 1 28.23% Maintained
41
California Public Employees Retirement System
California Public Employees Retirement System
California
$430M +$57.5M 8 0.43% Increased
42
Aberdeen Group
Aberdeen Group
United Kingdom
$412M +$44.6M 3 1.03% Increased
43
Janus Henderson Group
Janus Henderson Group
$408M +$31.5M 4 0.22% Increased
44
Citadel Advisors
Citadel Advisors
Florida
$400M +$82.8M 7 0.19% Increased
45
PGGM Investments
PGGM Investments
Netherlands
$382M $0 1 1.82% Maintained
46
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$381M +$14.5M 9 0.15% Increased
47
Wells Fargo
Wells Fargo
California
$357M -$8.39M 8 0.1% Reduced
48
Swiss National Bank
Swiss National Bank
Switzerland
$326M +$8.44M 6 0.35% Increased
49
Franklin Resources
Franklin Resources
California
$303M -$2.07M 3 0.16% Reduced
50
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$296M +$188M 3 7.58% Increased