← 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	Goldman Sachs New York	$1.06B	+$64.8M	8	0.23%	Increased
27	Bank of New York Mellon New York	$1.02B	-$72.5M	4	0.21%	Reduced
28	Centersquare Investment Management Conshohocken, Pennsylvania	$1B	+$72.1M	3	11.79%	Increased
29	Amundi Paris, France	$973M	+$50.7M	4	0.49%	Increased
30	Nuveen Charlotte, North Carolina	$904M	-$62.4M	6	0.31%	Reduced
31	American Century Companies Kansas City, Missouri	$880M	+$6.65M	7	0.66%	Increased
32	UBS AM Chicago, Illinois	$879M	$0	5	0.43%	Maintained
33	Wellington Management Group Boston, Massachusetts	$825M	+$170M	5	0.16%	Increased
34	Sustainable Growth Advisers Stamford, Connecticut	$666M	+$73.5M	1	3.16%	Increased
35	Royal Bank of Canada Toronto, Ontario, Canada	$641M	+$28.6M	8	0.17%	Increased
36	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$623M	-$30.4M	3	0.49%	Reduced
37	Resolution Capital Sydney, NSW, Australia	$620M	+$253M	2	10.21%	Increased
38	Massachusetts Financial Services Boston, Massachusetts	$601M	+$10.3M	2	0.2%	Increased
39	ClearBridge Investments New York	$600M	-$21.6M	1	0.54%	Reduced
40	Russell Investments Group London, United Kingdom	$597M	+$48.8M	3	1.15%	Increased
41	Citadel Advisors Miami, Florida	$582M	+$391M	9	0.12%	Increased
42	California Public Employees Retirement System Sacramento, California	$461M	-$6.02M	5	0.4%	Reduced
43	Prudential Financial Newark, New Jersey	$449M	+$6.97M	3	0.65%	Increased
44	Swiss National Bank Zurich, Switzerland	$444M	-$35.9M	3	0.3%	Reduced
45	Duff & Phelps Investment Management Chicago, Illinois	$426M	+$74.4M	2	5.18%	Increased
46	Impax Asset Management Group London, United Kingdom	$418M	-$77.8M	1	1.68%	Reduced
47	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$388M	-$120M	2	6.94%	Reduced
48	Coatue Management New York	$386M	+$361M	2	1.89%	New
49	Wells Fargo San Francisco, California	$382M	-$30.4M	9	0.11%	Reduced
50	Credit Suisse Zurich, Switzerland	$359M	+$47.5M	6	0.35%	Increased