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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	Charles Schwab San Francisco, California	$1.03B	+$144M	6	0.5%	Increased
27	Legal & General Group London, United Kingdom	$978M	+$93.5M	8	0.47%	Increased
28	Ameriprise Minneapolis, Minnesota	$952M	+$125M	4	0.41%	Increased
29	ClearBridge Investments New York	$874M	+$17.1M	5	0.79%	Increased
30	Morgan Stanley New York	$870M	-$165M	9	0.19%	Reduced
31	Centersquare Investment Management Conshohocken, Pennsylvania	$854M	+$107M	5	12.58%	Increased
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$844M	-$180M	8	0.64%	Reduced
33	Wellington Management Group Boston, Massachusetts	$832M	-$355M	5	0.19%	Reduced
34	GQG Partners Ft. Lauderdale, Florida	$824M	+$554M	1	3.62%	Increased
35	1WCM 12 West Capital Management New York	$796M	-$59M	1	41.12%	Reduced
36	UBS AM Chicago, Illinois	$737M	+$35.2M	6	0.45%	Increased
37	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$715M	+$13M	6	1.53%	Increased
38	T. Rowe Price Associates Baltimore, Maryland	$670M	-$231M	5	0.08%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$639M	+$371M	1	0.25%	Increased
40	Royal Bank of Canada Toronto, Ontario, Canada	$590M	+$36.5M	9	0.23%	Increased
41	Franklin Resources San Mateo, California	$577M	+$19.6M	3	0.3%	Increased
42	California Public Employees Retirement System Sacramento, California	$543M	+$29.4M	8	0.54%	Increased
43	Aberdeen Group Edinburgh, United Kingdom	$532M	+$17.1M	5	1.44%	Increased
44	Parnassus Investments San Francisco, California	$504M	-$134M	1	1.74%	Reduced
45	BAMCO Inc New York	$492M	-$5.33M	3	1.78%	Reduced
46	Swiss National Bank Zurich, Switzerland	$473M	+$10.8M	6	0.4%	Increased
47	Janus Henderson Group London,	$469M	-$26.9M	6	0.26%	Reduced
48	Tiger Global Management New York	$457M	$0	1	1.77%	Maintained
49	Wells Fargo San Francisco, California	$444M	-$10.4M	8	0.13%	Reduced
50	PGGM Investments Zeist, Netherlands	$441M	+$49.8M	3	2.55%	Increased