← 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 Tokyo, Japan	$988M	+$79.2M	3	6.87%	Increased
27	Goldman Sachs New York	$925M	-$53.5M	9	0.21%	Reduced
28	Nuveen Charlotte, North Carolina	$887M	+$76.1M	6	0.33%	Increased
29	UBS AM Chicago, Illinois	$879M	+$37.3M	5	0.43%	Increased
30	Centersquare Investment Management Conshohocken, Pennsylvania	$824M	-$20.4M	3	9.86%	Reduced
31	Amundi Paris, France	$804M	+$73.6M	4	0.43%	Increased
32	American Century Companies Kansas City, Missouri	$797M	-$191M	7	0.63%	Reduced
33	Wellington Management Group Boston, Massachusetts	$593M	+$26.7M	5	0.12%	Increased
34	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$592M	-$21.3M	3	0.44%	Reduced
35	ClearBridge Investments New York	$573M	-$36.2M	1	0.55%	Reduced
36	Massachusetts Financial Services Boston, Massachusetts	$546M	+$11.5M	1	0.19%	Increased
37	Royal Bank of Canada Toronto, Ontario, Canada	$544M	+$723K	8	0.15%	Increased
38	Sustainable Growth Advisers Stamford, Connecticut	$540M	+$38M	1	3.13%	Increased
39	Russell Investments Group London, United Kingdom	$491M	+$8.06M	3	0.96%	Increased
40	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$472M	-$124M	2	8.31%	Reduced
41	Impax Asset Management Group London, United Kingdom	$461M	-$13.7M	1	1.92%	Reduced
42	Swiss National Bank Zurich, Switzerland	$438M	-$6.4M	4	0.3%	Reduced
43	California Public Employees Retirement System Sacramento, California	$425M	-$30.9M	5	0.38%	Reduced
44	Prudential Financial Newark, New Jersey	$398M	+$46.1M	3	0.62%	Increased
45	Wells Fargo San Francisco, California	$369M	-$18.4M	10	0.11%	Reduced
46	ACM AEW Capital Management Boston, Massachusetts	$322M	+$8.23M	3	12.04%	Increased
47	Resolution Capital Sydney, NSW, Australia	$313M	-$88.9M	1	5.31%	Reduced
48	Duff & Phelps Investment Management Chicago, Illinois	$309M	+$25.7M	2	3.76%	Increased
49	Swedbank Stockholm, Sweden	$308M	-$14.5M	4	0.61%	Reduced
50	STT Singapore Technologies Telemedia Singapore	$295M	$0	1	100%	Maintained