← 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	Legal & General Group London, United Kingdom	$1.07B	+$35M	8	0.42%	Increased
27	Charles Schwab San Francisco, California	$1.06B	+$48.1M	6	0.42%	Increased
28	GQG Partners Ft. Lauderdale, Florida	$937M	-$364M	2	3.21%	Reduced
29	1WCM 12 West Capital Management New York	$935M	$0	1	40.18%	Maintained
30	Ameriprise Minneapolis, Minnesota	$934M	+$23.9M	5	0.33%	Increased
31	Daiwa Securities Group Tokyo, Japan	$928M	-$156M	5	7.17%	Reduced
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$899M	-$105M	5	0.58%	Reduced
33	Wellington Management Group Boston, Massachusetts	$847M	+$85.8M	5	0.16%	Increased
34	T. Rowe Price Associates Baltimore, Maryland	$843M	+$106M	5	0.09%	Increased
35	ClearBridge Investments New York	$836M	-$14.2M	3	0.65%	Reduced
36	UBS AM Chicago, Illinois	$802M	+$16.8M	6	0.38%	Increased
37	Centersquare Investment Management Conshohocken, Pennsylvania	$790M	-$42.4M	4	10.25%	Reduced
38	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$767M	+$63M	8	1.15%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$754M	-$158M	8	0.46%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$745M	+$18.4M	2	0.24%	Increased
41	Royal Bank of Canada Toronto, Ontario, Canada	$693M	+$94.4M	12	0.2%	Increased
42	BAMCO Inc New York	$616M	+$13.5M	4	1.53%	Increased
43	Janus Henderson Group London,	$609M	+$70.9M	6	0.28%	Increased
44	California Public Employees Retirement System Sacramento, California	$598M	+$25.2M	9	0.46%	Increased
45	PGGM Investments Zeist, Netherlands	$516M	+$39.5M	4	2.39%	Increased
46	Credit Suisse Zurich, Switzerland	$516M	+$67M	8	0.25%	Increased
47	Parnassus Investments San Francisco, California	$503M	+$1.19M	1	1.37%	Increased
48	Wells Fargo San Francisco, California	$501M	+$20.2M	10	0.12%	Increased
49	Swiss National Bank Zurich, Switzerland	$481M	-$10.6M	6	0.34%	Reduced
50	Tiger Global Management New York	$453M	-$122M	2	1.16%	Reduced