← 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
AllianceBernstein
AllianceBernstein
Tennessee
$296M -$10.5M 5 0.18% Reduced
52
Alkeon Capital Management
Alkeon Capital Management
New York
$277M -$13.4M 1 0.98% Reduced
53
Russell Investments Group
Russell Investments Group
United Kingdom
$272M +$4.45M 6 0.53% Increased
54
Tiger Global Management
Tiger Global Management
New York
$268M $0 2 1.42% Maintained
55
Winslow Capital Management
Winslow Capital Management
Minnesota
$262M +$244M 1 1.43% New
56
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$247M +$17.2M 3 5.3% Increased
57
BAMCO Inc
BAMCO Inc
New York
$246M +$9M 2 1.01% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$245M +$19.3M 7 0.2% Increased
59
Sarasin & Partners
Sarasin & Partners
United Kingdom
$230M -$21.1M 1 3.8% Reduced
60
Asset Management One
Asset Management One
Japan
$227M +$85.5M 5 1.09% Increased
61
Raymond James & Associates
Raymond James & Associates
Florida
$224M +$8.46M 6 0.31% Increased
62
Farallon Capital Management
Farallon Capital Management
California
$214M -$6.16M 1 1.62% Reduced
63
Credit Suisse
Credit Suisse
Switzerland
$209M +$17.2M 8 0.18% Increased
64
Security Capital Research & Management
Security Capital Research & Management
Illinois
$199M -$2.68M 2 9.04% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$199M +$412K 5 0.25% Increased
66
USS Investment Management
USS Investment Management
United Kingdom
$196M $0 1 2.03% Maintained
67
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$193M -$31.5M 3 2.61% Reduced
68
Brookfield Public Securities Group
Brookfield Public Securities Group
New York
$192M +$176M 3 1.87% New
69
TCW Group
TCW Group
California
$186M -$15.9M 2 2.12% Reduced
70
Stifel Financial
Stifel Financial
Missouri
$185M +$1.86M 6 0.47% Increased
71
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$184M -$21.7M 4 0.27% Reduced
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$178M +$3.56M 5 0.33% Increased
73
Fidelity International
Fidelity International
Bermuda
$169M -$91.3K 5 0.26% Reduced
74
Renaissance Technologies
Renaissance Technologies
New York
$168M +$37M 5 0.14% Increased
75
NSLI
Nan Shan Life Insurance
Taiwan
$167M -$82.2M 4 4.6% Reduced