← 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	Wellington Management Group Boston, Massachusetts	$800M	-$57.6M	4	0.17%	Reduced
27	Morgan Stanley New York	$746M	+$51.8M	9	0.17%	Increased
28	Centersquare Investment Management Conshohocken, Pennsylvania	$742M	+$50.8M	5	9.49%	Increased
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$705M	+$47.2M	8	0.46%	Increased
30	Pictet Asset Management (UK) London, United Kingdom	$694M	-$17.7M	6	1.23%	Reduced
31	Charles Schwab San Francisco, California	$671M	+$18.6M	6	0.36%	Increased
32	Legal & General Group London, United Kingdom	$657M	+$24.7M	8	0.31%	Increased
33	ClearBridge Investments New York	$656M	+$11.3M	3	0.54%	Increased
34	Parnassus Investments San Francisco, California	$635M	-$23.3M	2	2.14%	Reduced
35	1WCM 12 West Capital Management New York	$564M	$0	1	35.6%	Maintained
36	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$557M	+$2.92M	7	1.09%	Increased
37	UBS AM Chicago, Illinois	$503M	+$9.01M	6	0.31%	Increased
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$475M	+$38.4M	5	0.37%	Increased
39	California Public Employees Retirement System Sacramento, California	$440M	+$16.9M	8	0.4%	Increased
40	T. Rowe Price Associates Baltimore, Maryland	$439M	+$2.03M	4	0.06%	Increased
41	Janus Henderson Group London,	$432M	+$38M	4	0.22%	Increased
42	Sustainable Growth Advisers Stamford, Connecticut	$428M	-$19.6M	1	4.01%	Reduced
43	Aberdeen Group Edinburgh, United Kingdom	$408M	-$2.73M	4	0.99%	Reduced
44	Royal Bank of Canada Toronto, Ontario, Canada	$405M	+$42.1M	9	0.15%	Increased
45	PGGM Investments Zeist, Netherlands	$353M	$0	1	1.99%	Maintained
46	Wells Fargo San Francisco, California	$335M	-$13.5M	8	0.09%	Reduced
47	Citadel Advisors Miami, Florida	$331M	-$49.2M	8	0.14%	Reduced
48	Lasalle Investment Management Securities Baltimore, Maryland	$310M	+$25.8M	3	8.23%	Increased
49	BAMCO Inc New York	$307M	+$25M	2	1.17%	Increased
50	Swiss National Bank Zurich, Switzerland	$306M	-$13.3M	6	0.31%	Reduced