← 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
$889M +$186M 3 6.83% Increased
27
Bank of America
Bank of America
North Carolina
$881M -$209M 11 0.1% Reduced
28
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$811M -$23.8M 2 9.45% Reduced
29
UBS AM
UBS AM
Illinois
$800M +$13.6M 5 0.42% Increased
30
Nuveen
Nuveen
North Carolina
$768M -$5.39M 7 0.3% Reduced
31
Amundi
Amundi
France
$749M +$79.2M 4 0.41% Increased
32
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$581M -$23.9M 3 0.46% Reduced
33
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$559M +$33.2M 3 9.75% Increased
34
ClearBridge Investments
ClearBridge Investments
New York
$554M -$57.8M 1 0.55% Reduced
35
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$524M -$385M 11 0.15% Reduced
36
Wellington Management Group
Wellington Management Group
Massachusetts
$517M +$5.28M 6 0.1% Increased
37
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$485M -$124M 1 0.17% Reduced
38
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$455M +$33.9M 1 2.97% Increased
39
Russell Investments Group
Russell Investments Group
United Kingdom
$454M +$27.7M 4 0.94% Increased
40
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$431M -$33.5M 1 1.93% Reduced
41
California Public Employees Retirement System
California Public Employees Retirement System
California
$427M -$6.69M 5 0.36% Reduced
42
Swiss National Bank
Swiss National Bank
Switzerland
$419M -$36.4M 4 0.3% Reduced
43
Wells Fargo
Wells Fargo
California
$379M +$4.31M 10 0.11% Increased
44
Resolution Capital
Resolution Capital
Australia
$367M +$37.7M 1 6.33% Increased
45
Prudential Financial
Prudential Financial
New Jersey
$335M +$52.1M 3 0.56% Increased
46
STT
Singapore Technologies Telemedia
Singapore
$327M $0 1 100% Maintained
47
Swedbank
Swedbank
Sweden
$297M +$18.1M 4 0.65% Increased
48
ACM
AEW Capital Management
Massachusetts
$292M -$8.91M 3 11.43% Reduced
49
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$284M +$19.3M 5 0.45% Increased
50
PGGM Investments
PGGM Investments
Netherlands
$271M -$2.73M 2 4.75% Reduced