← 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
UBS AM
UBS AM
Illinois
$998M +$37.9M 3 0.45% Increased
27
Bank of New York Mellon
Bank of New York Mellon
New York
$977M -$19.4M 4 0.21% Reduced
28
Goldman Sachs
Goldman Sachs
New York
$956M -$83.6M 8 0.2% Reduced
29
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$954M -$40.7M 3 12.01% Reduced
30
Wellington Management Group
Wellington Management Group
Massachusetts
$941M +$175M 5 0.19% Increased
31
Nuveen
Nuveen
North Carolina
$903M +$27M 6 0.32% Increased
32
Amundi
Amundi
France
$899M -$75.8M 4 0.44% Reduced
33
Resolution Capital
Resolution Capital
Australia
$764M +$176M 2 15.14% Increased
34
American Century Companies
American Century Companies
Missouri
$745M -$94.3M 6 0.57% Reduced
35
Russell Investments Group
Russell Investments Group
United Kingdom
$655M +$71.7M 3 1.3% Increased
36
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$611M -$30.6M 8 0.17% Reduced
37
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$611M -$6.69M 1 3.1% Reduced
38
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$590M -$23.9M 3 0.48% Reduced
39
ClearBridge Investments
ClearBridge Investments
New York
$572M +$16.2M 2 0.55% Increased
40
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$554M -$4.58M 2 0.19% Reduced
41
Ameriprise
Ameriprise
Minnesota
$480M +$157M 4 0.16% Increased
42
Prudential Financial
Prudential Financial
New Jersey
$472M +$24M 3 0.74% Increased
43
Coatue Management
Coatue Management
New York
$457M +$106M 1 2.32% Increased
44
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$435M +$21.4M 3 5.73% Increased
45
California Public Employees Retirement System
California Public Employees Retirement System
California
$416M -$28.4M 5 0.36% Reduced
46
Swiss National Bank
Swiss National Bank
Switzerland
$388M -$49.7M 3 0.3% Reduced
47
ACM
AEW Capital Management
Massachusetts
$355M +$34.5M 3 14.87% Increased
48
Credit Suisse
Credit Suisse
Switzerland
$353M +$5.08M 6 0.36% Increased
49
Wells Fargo
Wells Fargo
California
$345M -$46.2M 10 0.1% Reduced
50
Aberdeen Group
Aberdeen Group
United Kingdom
$345M -$4.14M 4 0.88% Reduced