← 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
Franklin Resources
Franklin Resources
California
$302M -$2.62M 3 0.16% Reduced
52
Tiger Global Management
Tiger Global Management
New York
$296M -$38.6M 1 1.63% Reduced
53
Winslow Capital Management
Winslow Capital Management
Minnesota
$274M +$8.84M 1 1.42% Increased
54
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$270M +$39.9M 3 5.53% Increased
55
Brookfield Public Securities Group
Brookfield Public Securities Group
New York
$264M +$91.8M 3 2.78% Increased
56
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$250M +$10.9M 7 0.18% Increased
57
Farallon Capital Management
Farallon Capital Management
California
$243M +$25.1M 1 1.64% Increased
58
Raymond James & Associates
Raymond James & Associates
Florida
$233M +$20M 6 0.3% Increased
59
Security Capital Research & Management
Security Capital Research & Management
Illinois
$231M +$40.6M 2 9.65% Increased
60
Russell Investments Group
Russell Investments Group
United Kingdom
$229M -$28.5M 6 0.43% Reduced
61
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$227M +$54.2M 4 0.27% Increased
62
AllianceBernstein
AllianceBernstein
Tennessee
$225M -$62.2M 6 0.13% Reduced
63
Barclays
Barclays
United Kingdom
$225M +$80.6M 6 0.12% Increased
64
Alkeon Capital Management
Alkeon Capital Management
New York
$222M -$56.5M 1 0.83% Reduced
65
Asset Management One
Asset Management One
Japan
$221M +$1.14M 5 1% Increased
66
Sarasin & Partners
Sarasin & Partners
United Kingdom
$216M -$16M 1 3.3% Reduced
67
UBS Group
UBS Group
Switzerland
$200M +$86.8M 9 0.07% Increased
68
Credit Suisse
Credit Suisse
Switzerland
$198M -$2.69M 8 0.14% Reduced
69
ACM
AEW Capital Management
Massachusetts
$188M +$1.4B 3 6.28% New
70
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$186M -$6.84M 5 0.22% Reduced
71
Stifel Financial
Stifel Financial
Missouri
$183M +$6.8M 7 0.38% Increased
72
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$179M +$7.39M 5 0.3% Increased
73
TCW Group
TCW Group
California
$177M -$10.2M 2 1.96% Reduced
74
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$174M -$13.5M 2 2.29% Reduced
75
DZ Bank
DZ Bank
Germany
$172M +$19.3M 2 0.45% Increased