← 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
Alkeon Capital Management
Alkeon Capital Management
New York
$252M +$53.6M 2 1.48% Increased
52
Jennison Associates
Jennison Associates
New York
$251M -$5M 2 0.25% Reduced
53
Coatue Management
Coatue Management
New York
$240M $0 1 1.88% Maintained
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$233M +$3.28M 5 0.3% Increased
55
Epoch Investment Partners
Epoch Investment Partners
New York
$231M +$2.31M 1 0.77% Increased
56
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$231M +$22.1M 3 3.3% Increased
57
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$231M +$18.7M 9 0.1% Increased
58
TCW Group
TCW Group
California
$222M +$14.3M 3 1.79% Increased
59
Russell Investments Group
Russell Investments Group
United Kingdom
$218M -$15.6M 6 0.37% Reduced
60
Resolution Capital
Resolution Capital
Australia
$207M -$6.81M 3 9.23% Reduced
61
Asset Management One
Asset Management One
Japan
$196M +$3.37M 5 0.43% Increased
62
AllianceBernstein
AllianceBernstein
Tennessee
$194M +$1.31M 5 0.14% Increased
63
Millennium Management
Millennium Management
New York
$188M -$41.6M 7 0.26% Reduced
64
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$184M +$16.8M 5 0.18% Increased
65
Neuberger Berman Group
Neuberger Berman Group
New York
$182M +$840K 4 0.21% Increased
66
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$181M -$18.1M 2 2.99% Reduced
67
California Public Employees Retirement System
California Public Employees Retirement System
California
$180M +$9.94M 7 0.24% Increased
68
Guggenheim Capital
Guggenheim Capital
Illinois
$178M +$26.4M 7 0.42% Increased
69
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$178M +$205K 3 0.31% Increased
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$177M +$653K 5 0.21% Increased
71
Raymond James & Associates
Raymond James & Associates
Florida
$170M -$12.3M 6 0.31% Reduced
72
Brookfield Corp
Brookfield Corp
Ontario, Canada
$169M +$39.3M 1 0.76% Increased
73
ACM
AEW Capital Management
Massachusetts
$166M -$14.9M 1 4.29% Reduced
74
Credit Suisse
Credit Suisse
Switzerland
$165M +$11.8M 5 0.15% Increased
75
Sarasin & Partners
Sarasin & Partners
United Kingdom
$165M -$7.24M 1 3.2% Reduced