← 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
Swiss National Bank
Swiss National Bank
Switzerland
$230M -$27.3M 4 0.28% Reduced
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$226M +$13.5M 9 0.1% Increased
53
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$222M +$11.6M 3 3.47% Increased
54
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$216M +$3.05M 5 0.28% Increased
55
Alkeon Capital Management
Alkeon Capital Management
New York
$203M -$29.6M 2 1.06% Reduced
56
Russell Investments Group
Russell Investments Group
United Kingdom
$202M +$3.35M 7 0.34% Increased
57
Credit Suisse
Credit Suisse
Switzerland
$195M +$43.8M 6 0.18% Increased
58
NSLI
Nan Shan Life Insurance
Taiwan
$194M +$63.5M 4 3.97% Increased
59
Epoch Investment Partners
Epoch Investment Partners
New York
$193M -$9.05M 1 0.68% Reduced
60
TCW Group
TCW Group
California
$185M -$18.5M 3 1.51% Reduced
61
Sarasin & Partners
Sarasin & Partners
United Kingdom
$181M +$29M 1 3.54% Increased
62
Brookfield Corp
Brookfield Corp
Ontario, Canada
$179M +$22.9M 2 0.75% Increased
63
Jennison Associates
Jennison Associates
New York
$178M -$49.2M 2 0.18% Reduced
64
AllianceBernstein
AllianceBernstein
Tennessee
$177M -$600K 5 0.13% Reduced
65
Asset Management One
Asset Management One
Japan
$175M -$3.46M 5 0.39% Reduced
66
Guggenheim Capital
Guggenheim Capital
Illinois
$173M +$10.9M 7 0.42% Increased
67
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$172M +$4.9M 3 3.48% Increased
68
Macquarie Group
Macquarie Group
Australia
$168M +$17.3M 5 0.31% Increased
69
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$167M +$4.77M 3 0.3% Increased
70
Allianz Asset Management
Allianz Asset Management
Germany
$167M +$39M 4 0.16% Increased
71
ZP
Zimmer Partners
New York
$161M -$115M 3 2.91% Reduced
72
Canada Life
Canada Life
Manitoba, Canada
$160M +$33M 4 0.39% Increased
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$159M -$2.6M 5 0.2% Reduced
74
Raymond James & Associates
Raymond James & Associates
Florida
$157M +$6.87M 6 0.28% Increased
75
Barclays
Barclays
United Kingdom
$155M +$19.9M 8 0.12% Increased