← 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	USS Investment Management London, United Kingdom	$188M	$0	1	2.88%	Maintained
52	Federated Hermes Pittsburgh, Pennsylvania	$187M	+$27.4M	6	0.56%	Increased
53	Epoch Investment Partners New York	$185M	-$5.13M	1	0.7%	Reduced
54	SC Schooner Capital Vero Beach, Florida	$185M	$0	1	100%	Maintained
55	FTCM Fir Tree Capital Management New York	$183M	-$13.7M	1	7.4%	Reduced
56	OppenheimerFunds New York	$182M	-$109M	4	0.23%	Reduced
57	BlackRock Investment Management Wilmington, Delaware	$178M	+$72.4M	4	0.21%	Increased
58	BlackRock Advisors Wilmington, Delaware	$173M	+$76.9M	4	0.17%	Increased
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$170M	+$14M	5	0.28%	Increased
60	UBS AM Chicago, Illinois	$167M	-$26.6M	5	0.19%	Reduced
61	Wells Fargo San Francisco, California	$165M	+$7.95M	6	0.06%	Increased
62	Sustainable Growth Advisers Stamford, Connecticut	$159M	+$4.96M	1	3.18%	Increased
63	Royal Bank of Canada Toronto, Ontario, Canada	$148M	+$4.19M	6	0.08%	Increased
64	Asset Management One Tokyo, Japan	$148M	+$78.4M	4	0.38%	Increased
65	Security Capital Research & Management Chicago, Illinois	$145M	+$17.6M	3	4.71%	Increased
66	AllianceBernstein Nashville, Tennessee	$144M	+$30M	4	0.12%	Increased
67	Pictet Asset Management (UK) London, United Kingdom	$144M	-$17.2M	3	0.53%	Reduced
68	Swiss National Bank Zurich, Switzerland	$142M	+$2.38M	4	0.22%	Increased
69	Resolution Capital Sydney, NSW, Australia	$139M	-$15.4M	1	8.11%	Reduced
70	Parametric Portfolio Associates Seattle, Washington	$138M	+$7.69M	5	0.19%	Increased
71	Lasalle Investment Management Securities Baltimore, Maryland	$135M	-$3.05M	1	1.42%	Reduced
72	Brookfield Corp Toronto, Ontario, Canada	$135M	+$14.2M	1	0.76%	Increased
73	Victory Capital Management San Antonio, Texas	$134M	+$32.8M	3	0.34%	Increased
74	Millennium Management New York	$134M	+$18M	5	0.28%	Increased
75	Prudential Financial Newark, New Jersey	$133M	+$6.51M	4	0.21%	Increased