← 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
Tiger Global Management
Tiger Global Management
New York
$248M +$209M 2 1.34% Increased
52
Sarasin & Partners
Sarasin & Partners
United Kingdom
$221M -$2.75M 1 3.86% Reduced
53
Russell Investments Group
Russell Investments Group
United Kingdom
$220M +$21.7M 7 0.41% Increased
54
Federated Hermes
Federated Hermes
Pennsylvania
$218M -$54.1M 5 0.53% Reduced
55
BAMCO Inc
BAMCO Inc
New York
$214M -$650K 2 0.86% Reduced
56
NSLI
Nan Shan Life Insurance
Taiwan
$211M -$52.8M 4 5.39% Reduced
57
ACM
AEW Capital Management
Massachusetts
$209M -$101M 3 6.37% Reduced
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$198M +$10.4M 7 0.16% Increased
59
Farallon Capital Management
Farallon Capital Management
California
$193M -$16.1M 1 1.26% Reduced
60
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$192M -$119M 4 4.03% Reduced
61
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$191M +$12M 3 2.67% Increased
62
Raymond James & Associates
Raymond James & Associates
Florida
$189M +$6.58M 6 0.27% Increased
63
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$184M +$11.9M 4 0.15% Increased
64
RC
Rivulet Capital
New Jersey
$183M -$31.9M 1 19.1% Reduced
65
Canada Life
Canada Life
Manitoba, Canada
$180M -$9.06M 6 0.41% Reduced
66
Security Capital Research & Management
Security Capital Research & Management
Illinois
$180M -$72.5M 2 8.62% Reduced
67
Capital Research Global Investors
Capital Research Global Investors
California
$179M +$62M 2 0.06% Increased
68
TCW Group
TCW Group
California
$178M -$4.99M 2 1.89% Reduced
69
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$174M -$156K 5 0.22% Reduced
70
Brookfield Corp
Brookfield Corp
Ontario, Canada
$174M -$8.21M 3 0.75% Reduced
71
Barclays
Barclays
United Kingdom
$172M +$282K 8 0.11% Increased
72
USS Investment Management
USS Investment Management
United Kingdom
$171M -$57.3M 1 1.76% Reduced
73
EC
Eminence Capital
New York
$170M -$9.04M 1 2.24% Reduced
74
Stifel Financial
Stifel Financial
Missouri
$169M +$2.39M 6 0.43% Increased
75
Credit Suisse
Credit Suisse
Switzerland
$166M +$5.78M 8 0.15% Increased