← 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
Deutsche Bank
Deutsche Bank
Germany
$903M +$216M 8 0.54% Increased
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$872M -$10.5M 11 0.27% Reduced
28
American Century Companies
American Century Companies
Missouri
$804M -$32.2M 7 0.71% Reduced
29
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$768M +$16.2M 4 9.02% Increased
30
UBS AM
UBS AM
Illinois
$721M -$18.7M 7 0.4% Reduced
31
Nuveen
Nuveen
North Carolina
$701M +$14.9M 8 0.28% Increased
32
Daiwa Securities Group
Daiwa Securities Group
Japan
$659M +$76.1M 3 5.47% Increased
33
Amundi
Amundi
France
$564M -$12.6M 5 0.33% Reduced
34
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$549M +$4.12M 3 0.45% Increased
35
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$536M +$4.72M 1 0.2% Increased
36
ClearBridge Investments
ClearBridge Investments
New York
$535M -$30.4M 1 0.54% Reduced
37
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$474M +$120M 3 8.62% Increased
38
Wellington Management Group
Wellington Management Group
Massachusetts
$448M +$11.8M 8 0.1% Increased
39
Swiss National Bank
Swiss National Bank
Switzerland
$413M -$661K 5 0.3% Reduced
40
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$409M -$40.1M 2 2.1% Reduced
41
California Public Employees Retirement System
California Public Employees Retirement System
California
$389M +$26.3M 5 0.36% Increased
42
Russell Investments Group
Russell Investments Group
United Kingdom
$382M +$48.9M 5 0.84% Increased
43
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$364M +$7.91M 1 2.72% Increased
44
Wells Fargo
Wells Fargo
California
$354M +$175M 8 0.12% Increased
45
Balyasny Asset Management
Balyasny Asset Management
Illinois
$291M +$96.6M 5 0.89% Increased
46
UBS O'Connor
UBS O'Connor
Illinois
$285M +$67.6M 4 3.24% Increased
47
Resolution Capital
Resolution Capital
Australia
$284M -$121M 1 5.13% Reduced
48
Pacer Advisors
Pacer Advisors
Pennsylvania
$284M -$47.2M 7 1.98% Reduced
49
STT
Singapore Technologies Telemedia
Singapore
$280M $0 1 100% Maintained
50
ACM
AEW Capital Management
Massachusetts
$269M -$4.61M 2 10.5% Reduced