← 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	SC Schooner Capital Vero Beach, Florida	$214M	-$11.6M	1	100%	Reduced
52	TCW Group Los Angeles, California	$207M	-$9.59M	3	1.57%	Reduced
53	Duff & Phelps Investment Management Chicago, Illinois	$206M	+$54.8M	3	2.9%	Increased
54	Capital Guardian Trust Los Angeles, California	$204M	-$36.2M	2	1.54%	Reduced
55	FTCM Fir Tree Capital Management New York	$199M	$0	1	8.52%	Maintained
56	UBS AM Chicago, Illinois	$198M	-$25.9M	5	0.21%	Reduced
57	Macquarie Group Sydney, NSW 2000, Australia	$191M	-$78.6M	5	0.37%	Reduced
58	USS Investment Management London, United Kingdom	$189M	+$31.5M	1	2.91%	Increased
59	Pictet Asset Management (UK) London, United Kingdom	$167M	-$24.7M	3	0.63%	Reduced
60	Allianz Asset Management Munich, Germany	$167M	-$34.8M	4	0.16%	Reduced
61	Federated Hermes Pittsburgh, Pennsylvania	$161M	-$26M	5	0.46%	Reduced
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$160M	+$4.73M	5	0.26%	Increased
63	Wells Fargo San Francisco, California	$160M	+$20.8M	6	0.06%	Increased
64	Sustainable Growth Advisers Stamford, Connecticut	$155M	-$8.5M	1	2.92%	Reduced
65	Credit Suisse Zurich, Switzerland	$155M	-$6.02M	6	0.15%	Reduced
66	Resolution Capital Sydney, NSW, Australia	$154M	+$25M	2	9.89%	Increased
67	Neuberger Berman Group New York	$151M	+$4.24M	4	0.2%	Increased
68	Swiss National Bank Zurich, Switzerland	$144M	+$1.22M	4	0.23%	Increased
69	Royal Bank of Canada Toronto, Ontario, Canada	$143M	+$1.88M	6	0.08%	Increased
70	California Public Employees Retirement System Sacramento, California	$141M	+$2.1M	6	0.23%	Increased
71	Lasalle Investment Management Securities Baltimore, Maryland	$139M	+$143M	1	1.33%	New
72	Emerald Acquisition Seattle, Washington	$137M	-$31.1M	5	0.26%	Reduced
73	BAMCO Inc New York	$136M	-$24.7M	2	0.72%	Reduced
74	Parametric Portfolio Associates Seattle, Washington	$134M	-$9.62M	5	0.2%	Reduced
75	Prudential Financial Newark, New Jersey	$129M	-$5.06M	4	0.21%	Reduced