← 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
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$200M +$38.3M 3 0.65% Increased
52
UBS AM
UBS AM
Illinois
$199M +$16.3M 5 0.2% Increased
53
Federated Hermes
Federated Hermes
Pennsylvania
$193M -$7.47M 6 0.55% Reduced
54
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$191M +$37.6M 1 2.23% Increased
55
ZP
Zimmer Partners
New York
$190M +$176M 1 4.69% Increased
56
TCW Group
TCW Group
California
$190M -$23M 2 1.58% Reduced
57
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$189M +$9.93M 1 3.21% Increased
58
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$189M +$182K 5 0.29% Increased
59
SC
Schooner Capital
Florida
$187M -$15.5M 1 100% Reduced
60
Wellington Management Group
Wellington Management Group
Massachusetts
$181M -$50M 2 0.04% Reduced
61
FTCM
Fir Tree Capital Management
New York
$179M -$24.8M 1 7.09% Reduced
62
Victory Capital Management
Victory Capital Management
Texas
$174M +$26.6M 3 0.41% Increased
63
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$173M +$11.6M 6 0.09% Increased
64
Sarasin & Partners
Sarasin & Partners
United Kingdom
$169M -$49.4M 1 3.28% Reduced
65
AllianceBernstein
AllianceBernstein
Tennessee
$169M +$9.61M 4 0.13% Increased
66
Neuberger Berman Group
Neuberger Berman Group
New York
$167M +$21.2M 4 0.22% Increased
67
Millennium Management
Millennium Management
New York
$165M +$12.2M 6 0.3% Increased
68
USS Investment Management
USS Investment Management
United Kingdom
$164M -$43.7M 1 2.27% Reduced
69
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$164M -$49.1M 3 2.32% Reduced
70
Asset Management One
Asset Management One
Japan
$156M -$5.89M 4 0.41% Reduced
71
Raymond James & Associates
Raymond James & Associates
Florida
$149M +$14.5M 6 0.35% Increased
72
Alkeon Capital Management
Alkeon Capital Management
New York
$149M +$494K 1 2.57% Increased
73
Security Capital Research & Management
Security Capital Research & Management
Illinois
$146M -$15.2M 3 4.79% Reduced
74
Prudential Financial
Prudential Financial
New Jersey
$143M -$3.34M 4 0.22% Reduced
75
Guggenheim Capital
Guggenheim Capital
Illinois
$141M -$786K 6 0.38% Reduced