← 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
51	Sustainable Growth Advisers Stamford, Connecticut	$144M	-$26.8M	1	2.94%	Reduced
52	Janus Henderson Investors US Denver, Colorado	$142M	-$13.4M	3	0.12%	Reduced
53	abrdn Investment Management Edinburgh, United Kingdom	$140M	-$116M	1	0.59%	Reduced
54	Bank of Montreal Toronto, Ontario, Canada	$136M	+$93M	6	0.16%	Increased
55	Guggenheim Capital Chicago, Illinois	$134M	+$3.8M	5	0.33%	Increased
56	Legal & General Group London, United Kingdom	$133M	+$2.56M	5	0.16%	Increased
57	Neuberger Berman Group New York	$132M	+$83.6M	4	0.15%	Increased
58	First Trust Advisors Wheaton, Illinois	$128M	+$9.32M	5	0.33%	Increased
59	OppenheimerFunds New York	$128M	+$11.4M	1	0.15%	Increased
60	Ameriprise Minneapolis, Minnesota	$127M	+$67.9M	4	0.07%	Increased
61	Russell Frank Company Seattle, Washington	$123M	+$21.7M	5	0.2%	Increased
62	TIAA CREF Investment Management New York	$121M	+$1.33M	4	0.09%	Increased
63	EC Eminence Capital New York	$121M	+$3.81M	1	1.72%	Increased
64	Millennium Management New York	$119M	+$54.1M	3	0.23%	Increased
65	OCAM Owl Creek Asset Management New York	$112M	-$27.1M	1	6.03%	Reduced
66	Miller Howard Investments Kingston, New York	$112M	+$18.1M	1	1.51%	Increased
67	Lasalle Investment Management Securities Baltimore, Maryland	$109M	+$107M	1	1.31%	New
68	Charles Schwab San Francisco, California	$108M	+$16.4M	4	0.15%	Increased
69	Fidelity International Hamilton, Bermuda	$107M	+$5.31M	1	0.34%	Increased
70	SF Schooner Foundation Boston, Massachusetts	$105M	$0	1	100%	Maintained
71	PGGM Investments Zeist, Netherlands	$102M	-$532K	1	0.53%	Reduced
72	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$101M	+$106M	2	4.58%	New
73	USS Investment Management London, United Kingdom	$97.2M	$0	1	1.54%	Maintained
74	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$96M	+$10M	5	0.17%	Increased
75	Massachusetts Financial Services Boston, Massachusetts	$95.8M	-$15.5M	1	0.05%	Reduced