← 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	Lasalle Investment Management Securities Baltimore, Maryland	$350M	+$7.33M	3	13.45%	Increased
52	AllianceBernstein Nashville, Tennessee	$338M	+$90.8M	7	0.24%	Increased
53	Tiger Global Management New York	$332M	$0	1	2%	Maintained
54	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$327M	+$47.7M	4	9.05%	Increased
55	Brookfield Public Securities Group New York	$314M	+$34.3M	4	5.09%	Increased
56	Parametric Portfolio Associates Seattle, Washington	$305M	+$40.6M	7	0.28%	Increased
57	Credit Suisse Zurich, Switzerland	$294M	+$77.8M	8	0.25%	Increased
58	Winslow Capital Management Minneapolis, Minnesota	$286M	-$6.64M	1	1.75%	Reduced
59	Sustainable Growth Advisers Stamford, Connecticut	$261M	-$189M	1	2.82%	Reduced
60	Neuberger Berman Group New York	$246M	+$63.6M	5	0.38%	Increased
61	Raymond James & Associates St Petersburg, Florida	$241M	+$16.1M	6	0.38%	Increased
62	Alkeon Capital Management New York	$237M	$0	1	1.01%	Maintained
63	Allianz Asset Management Munich, Germany	$235M	+$82.7M	5	0.31%	Increased
64	Security Capital Research & Management Chicago, Illinois	$234M	-$23.4M	2	12.98%	Reduced
65	Canada Life Winnipeg, Manitoba, Canada	$230M	+$58.4M	6	0.62%	Increased
66	Massachusetts Financial Services Boston, Massachusetts	$226M	+$87M	1	0.11%	Increased
67	Duff & Phelps Investment Management Chicago, Illinois	$225M	+$44.2M	2	3.93%	Increased
68	UBS Group Zurich, Switzerland	$223M	+$12.1M	10	0.11%	Increased
69	GQG Partners Ft. Lauderdale, Florida	$222M	+$212M	1	1.53%	New
70	Asset Management One Tokyo, Japan	$222M	-$11.9M	5	1.29%	Reduced
71	Sarasin & Partners London, United Kingdom	$221M	-$10.1M	2	4.34%	Reduced
72	Renaissance Technologies New York	$214M	+$67.4M	7	0.21%	Increased
73	RhumbLine Advisers Boston, Massachusetts	$211M	+$21.7M	5	0.44%	Increased
74	ACI AMP Capital Investors Sydney, Australia	$209M	+$69.8M	6	1.54%	Increased
75	Resolution Capital Sydney, NSW, Australia	$205M	+$46.4M	3	8.6%	Increased