← 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
Goldman Sachs
New York
$1.17B +$112M 7 0.21% Increased
27
Nuveen
Nuveen
North Carolina
$1.1B +$83.1M 5 0.35% Increased
28
Wellington Management Group
Wellington Management Group
Massachusetts
$1.06B +$1.56M 5 0.2% Increased
29
Bank of New York Mellon
Bank of New York Mellon
New York
$1.05B -$45.3M 3 0.21% Reduced
30
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.02B -$41.9M 3 11.36% Reduced
31
Amundi
Amundi
France
$1B +$23.7M 4 0.45% Increased
32
Resolution Capital
Resolution Capital
Australia
$947M +$95M 2 17.17% Increased
33
Russell Investments Group
Russell Investments Group
United Kingdom
$851M +$109M 3 1.51% Increased
34
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$785M +$99.7M 8 0.18% Increased
35
American Century Companies
American Century Companies
Missouri
$708M -$115M 6 0.49% Reduced
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$663M +$3.53M 3 0.49% Increased
37
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$662M -$14.3M 1 3.02% Reduced
38
ClearBridge Investments
ClearBridge Investments
New York
$635M +$298K 2 0.55% Increased
39
Ameriprise
Ameriprise
Minnesota
$599M +$56.2M 3 0.18% Increased
40
Prudential Financial
Prudential Financial
New Jersey
$566M +$30.8M 3 0.86% Increased
41
Neuberger Berman Group
Neuberger Berman Group
New York
$536M +$294M 3 0.23% Increased
42
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$519M -$85.4M 3 0.17% Reduced
43
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$502M +$18.2M 3 6.05% Increased
44
California Public Employees Retirement System
California Public Employees Retirement System
California
$462M -$1.48M 4 0.35% Reduced
45
Coatue Management
Coatue Management
New York
$452M -$52.2M 1 1.9% Reduced
46
SEI Investments
SEI Investments
Pennsylvania
$445M +$59.8M 4 0.71% Increased
47
Barclays
Barclays
United Kingdom
$427M +$146M 7 0.16% Increased
48
Swiss National Bank
Swiss National Bank
Switzerland
$427M -$6.76M 3 0.31% Reduced
49
Credit Suisse
Credit Suisse
Switzerland
$405M +$10.9M 5 0.39% Increased
50
ACM
AEW Capital Management
Massachusetts
$395M -$326K 3 14.38% Reduced