← 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
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.11B -$38.7M 4 10.08% Reduced
27
Legal & General Group
Legal & General Group
United Kingdom
$1.07B +$51.5M 8 0.48% Increased
28
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.05B -$57.1M 5 0.71% Reduced
29
Charles Schwab
Charles Schwab
California
$1.04B -$35.5M 6 0.48% Reduced
30
Ameriprise
Ameriprise
Minnesota
$958M -$42.6M 4 0.39% Reduced
31
Morgan Stanley
Morgan Stanley
New York
$944M +$69.5M 11 0.18% Increased
32
Deutsche Bank
Deutsche Bank
Germany
$933M +$46.5M 8 0.64% Increased
33
ClearBridge Investments
ClearBridge Investments
New York
$903M -$39.7M 3 0.78% Reduced
34
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$874M -$25.9M 5 13% Reduced
35
1WCM
12 West Capital Management
New York
$817M $0 1 39.77% Maintained
36
UBS AM
UBS AM
Illinois
$814M +$44.2M 6 0.44% Increased
37
Wellington Management Group
Wellington Management Group
Massachusetts
$806M -$85.2M 5 0.17% Reduced
38
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$780M +$70.8M 5 0.09% Increased
39
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$774M +$81.7M 2 0.28% Increased
40
Citigroup
Citigroup
New York
$728M +$553M 10 0.48% Increased
41
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$715M -$33M 8 1.35% Reduced
42
Aberdeen Group
Aberdeen Group
United Kingdom
$614M +$48.1M 5 1.64% Increased
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$613M +$10.2M 9 0.22% Increased
44
Franklin Resources
Franklin Resources
California
$608M +$13.8M 4 0.29% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$587M +$13.7M 8 0.52% Increased
46
Janus Henderson Group
Janus Henderson Group
$558M +$59.9M 6 0.29% Increased
47
BAMCO Inc
BAMCO Inc
New York
$557M +$42.4M 4 1.71% Increased
48
Parnassus Investments
Parnassus Investments
California
$528M +$8.17M 1 1.64% Increased
49
Resolution Capital
Resolution Capital
Australia
$522M +$180M 3 13.6% Increased
50
Swiss National Bank
Swiss National Bank
Switzerland
$510M +$9.87M 6 0.4% Increased