← 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
$1.05B +$168M 4 7.84% Increased
27
Goldman Sachs
Goldman Sachs
New York
$1.04B -$15.3M 11 0.26% Reduced
28
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$985M -$118M 6 1.18% Reduced
29
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$936M +$121M 5 0.09% Increased
30
Ameriprise
Ameriprise
Minnesota
$932M +$11.9M 5 0.31% Increased
31
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$908M +$170M 8 1.18% Increased
32
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$856M -$27M 6 0.54% Reduced
33
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$840M +$73M 4 9.76% Increased
34
UBS AM
UBS AM
Illinois
$814M +$14.5M 7 0.36% Increased
35
ClearBridge Investments
ClearBridge Investments
New York
$804M +$6.41M 4 0.6% Increased
36
1WCM
12 West Capital Management
New York
$792M -$22.3M 1 37.73% Reduced
37
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$669M -$13.9M 10 0.19% Reduced
38
Deutsche Bank
Deutsche Bank
Germany
$640M -$99.4M 9 0.34% Reduced
39
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$594M -$115M 1 0.18% Reduced
40
California Public Employees Retirement System
California Public Employees Retirement System
California
$580M -$14.6M 9 0.44% Reduced
41
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$560M +$163M 1 3.22% Increased
42
BAMCO Inc
BAMCO Inc
New York
$541M -$3.79M 3 1.33% Reduced
43
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$538M +$210M 6 0.41% Increased
44
Credit Suisse
Credit Suisse
Switzerland
$530M +$35.5M 8 0.27% Increased
45
Wellington Management Group
Wellington Management Group
Massachusetts
$520M -$295M 7 0.09% Reduced
46
PGGM Investments
PGGM Investments
Netherlands
$514M +$2.13M 3 2.22% Increased
47
Parnassus Investments
Parnassus Investments
California
$509M +$1.2M 1 1.24% Increased
48
Swiss National Bank
Swiss National Bank
Switzerland
$497M +$24.9M 7 0.33% Increased
49
Swedbank
Swedbank
Sweden
$461M +$106M 6 0.96% Increased
50
Resolution Capital
Resolution Capital
Australia
$450M +$118M 3 7.57% Increased