← 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	Royal Bank of Canada Toronto, Ontario, Canada	$249M	+$9.14M	9	0.11%	Increased
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$249M	+$20.6M	5	0.29%	Increased
53	JSP Jackson Square Partners Larkspur, California	$244M	-$9.8M	1	1.24%	Reduced
54	Duff & Phelps Investment Management Chicago, Illinois	$241M	+$4.57M	3	3.6%	Increased
55	Brookfield Corp Toronto, Ontario, Canada	$240M	+$52.5M	1	0.76%	Increased
56	Fred Alger Management New York	$213M	-$53.8M	3	0.89%	Reduced
57	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$206M	-$16.4M	3	4.74%	Reduced
58	Alkeon Capital Management New York	$204M	$0	2	0.95%	Maintained
59	HCM Highline Capital Management New York	$200M	+$95M	1	6.71%	Increased
60	AllianceBernstein Nashville, Tennessee	$198M	+$12.1M	5	0.14%	Increased
61	Sarasin & Partners London, United Kingdom	$193M	+$6.61M	1	3.79%	Increased
62	Epoch Investment Partners New York	$191M	-$14M	1	0.59%	Reduced
63	Asset Management One Tokyo, Japan	$188M	+$2.97M	5	0.41%	Increased
64	1WCM 12 West Capital Management New York	$181M	+$49.7M	1	14.96%	Increased
65	TCW Group Los Angeles, California	$180M	-$6.95M	3	1.46%	Reduced
66	Parametric Portfolio Associates Seattle, Washington	$176M	+$16M	7	0.17%	Increased
67	Raymond James & Associates St Petersburg, Florida	$174M	+$5.71M	6	0.29%	Increased
68	Russell Investments Group London, United Kingdom	$171M	-$36.2M	6	0.36%	Reduced
69	Millennium Management New York	$170M	+$35M	8	0.22%	Increased
70	Lasalle Investment Management Securities Baltimore, Maryland	$169M	-$10.9M	3	3.48%	Reduced
71	Canada Life Winnipeg, Manitoba, Canada	$166M	-$8M	5	0.39%	Reduced
72	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$166M	-$8.94M	4	0.28%	Reduced
73	Confluence Investment Management St. Louis, Missouri	$162M	-$409K	2	2.85%	Reduced
74	New York State Common Retirement Fund Albany, New York	$159M	-$6.83M	5	0.2%	Reduced
75	Macquarie Group Sydney, NSW 2000, Australia	$159M	-$3.71M	6	0.27%	Reduced