← 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
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$173M +$50M 3 0.15% Increased
52
Legal & General Group
Legal & General Group
United Kingdom
$165M +$12M 6 0.19% Increased
53
Neuberger Berman Group
Neuberger Berman Group
New York
$149M -$5.61M 4 0.19% Reduced
54
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$147M +$17.9M 5 0.11% Increased
55
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$145M -$6.89M 1 3.05% Reduced
56
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$144M +$35.5M 6 0.09% Increased
57
OppenheimerFunds
OppenheimerFunds
New York
$144M +$54.7M 3 0.18% Increased
58
USS Investment Management
USS Investment Management
United Kingdom
$143M +$4.89M 1 2.35% Increased
59
Bank of Montreal
Bank of Montreal
Ontario, Canada
$142M -$20.5M 5 0.17% Reduced
60
Renaissance Technologies
Renaissance Technologies
New York
$141M +$75.5M 5 0.31% Increased
61
Russell Frank Company
Russell Frank Company
Washington
$139M -$8.92M 5 0.24% Reduced
62
Ameriprise
Ameriprise
Minnesota
$135M -$30.2M 4 0.08% Reduced
63
Charles Schwab
Charles Schwab
California
$134M +$8.51M 4 0.18% Increased
64
VOYA Investment Management
VOYA Investment Management
Georgia
$125M +$17.8M 4 0.3% Increased
65
Brookfield Corp
Brookfield Corp
Ontario, Canada
$118M +$109M 2 0.65% Increased
66
Miller Howard Investments
Miller Howard Investments
New York
$115M -$8.11M 1 2.06% Reduced
67
River Road Asset Management
River Road Asset Management
Kentucky
$112M -$63.4M 1 1.95% Reduced
68
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$112M -$7.16M 5 0.19% Reduced
69
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$110M -$21.8M 2 0.7% Reduced
70
Guggenheim Capital
Guggenheim Capital
Illinois
$109M -$21.8M 6 0.32% Reduced
71
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$109M +$27.7M 3 0.46% Increased
72
Nuveen
Nuveen
North Carolina
$109M +$50.2M 3 0.56% Increased
73
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$108M -$2.33M 5 0.19% Reduced
74
UIC
Uniplan Investment Counsel
Wisconsin
$107M -$4.58M 2 5.18% Reduced
75
PGGM Investments
PGGM Investments
Netherlands
$106M -$8.28M 2 0.56% Reduced