← 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
$1.24B +$56.6M 5 8.36% Increased
27
Charles Schwab
Charles Schwab
California
$1.24B +$7.86M 6 0.41% Increased
28
Norges Bank
Norges Bank
Norway
$1.23B -$113M 7 0.27% Reduced
29
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.12B +$149M 8 1.34% Increased
30
UBS AM
UBS AM
Illinois
$992M +$86.8M 8 0.42% Increased
31
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$975M +$22.3M 4 9.91% Increased
32
Goldman Sachs
Goldman Sachs
New York
$974M -$169M 9 0.22% Reduced
33
Ameriprise
Ameriprise
Minnesota
$961M -$72.8M 6 0.3% Reduced
34
ClearBridge Investments
ClearBridge Investments
New York
$909M -$36.4M 3 0.63% Reduced
35
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$892M -$71.1M 7 0.53% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$883M +$155M 9 0.43% Increased
37
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$847M +$82.5M 10 0.23% Increased
38
1WCM
12 West Capital Management
New York
$750M -$16.3M 1 31.44% Reduced
39
PGGM Investments
PGGM Investments
Netherlands
$704M +$143M 4 2.99% Increased
40
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$681M -$19.5M 1 0.2% Reduced
41
Amundi
Amundi
France
$638M +$614M 5 0.44% New
42
California Public Employees Retirement System
California Public Employees Retirement System
California
$635M -$20.5M 6 0.48% Reduced
43
Parnassus Investments
Parnassus Investments
California
$624M +$80.2M 1 1.36% Increased
44
Credit Suisse
Credit Suisse
Switzerland
$569M -$43.2M 8 0.3% Reduced
45
Wellington Management Group
Wellington Management Group
Massachusetts
$562M -$32.8M 6 0.09% Reduced
46
Swiss National Bank
Swiss National Bank
Switzerland
$562M +$2.55M 8 0.35% Increased
47
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$556M -$98.1M 1 2.92% Reduced
48
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$540M +$45.8M 3 2.38% Increased
49
BAMCO Inc
BAMCO Inc
New York
$526M -$26.8M 3 1.2% Reduced
50
Swedbank
Swedbank
Sweden
$496M -$30.1M 6 0.93% Reduced