← 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
$949M +$184M 7 0.85% Increased
27
STT
Singapore Technologies Telemedia
Singapore
$918M $0 1 100% Maintained
28
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$915M +$389M 5 0.79% Increased
29
Morgan Stanley
Morgan Stanley
New York
$902M +$104M 9 0.25% Increased
30
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$840M +$347M 4 0.13% Increased
31
Charles Schwab
Charles Schwab
California
$819M +$90.1M 6 0.48% Increased
32
Legal & General Group
Legal & General Group
United Kingdom
$812M +$102M 8 0.47% Increased
33
Ameriprise
Ameriprise
Minnesota
$771M -$115M 5 0.4% Reduced
34
ClearBridge Investments
ClearBridge Investments
New York
$762M +$53.3M 5 0.83% Increased
35
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$673M -$89.5M 5 12.69% Reduced
36
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$664M +$30.2M 6 1.75% Increased
37
UBS AM
UBS AM
Illinois
$651M +$105M 6 0.47% Increased
38
1WCM
12 West Capital Management
New York
$634M $0 1 37.81% Maintained
39
Parnassus Investments
Parnassus Investments
California
$627M -$28.6M 2 2.61% Reduced
40
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$511M +$57.2M 9 0.25% Increased
41
Franklin Resources
Franklin Resources
California
$480M +$145M 3 0.32% Increased
42
California Public Employees Retirement System
California Public Employees Retirement System
California
$462M +$5.87M 8 0.56% Increased
43
Aberdeen Group
Aberdeen Group
United Kingdom
$447M +$7.04M 4 1.42% Increased
44
Janus Henderson Group
Janus Henderson Group
$436M -$13.8M 4 0.3% Reduced
45
Swiss National Bank
Swiss National Bank
Switzerland
$422M +$93.6M 6 0.45% Increased
46
Wells Fargo
Wells Fargo
California
$408M +$54.6M 8 0.14% Increased
47
BAMCO Inc
BAMCO Inc
New York
$392M +$51.5M 3 1.92% Increased
48
PGGM Investments
PGGM Investments
Netherlands
$375M -$23.8M 3 2.7% Reduced
49
Russell Investments Group
Russell Investments Group
United Kingdom
$373M +$120M 5 0.97% Increased
50
Citadel Advisors
Citadel Advisors
Florida
$357M +$14.4M 7 0.16% Increased