← 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
$499M +$30M 2 1.4% Increased
52
Wells Fargo
Wells Fargo
California
$494M +$38M 9 0.14% Increased
53
PGGM Investments
PGGM Investments
Netherlands
$485M +$40.6M 3 2.53% Increased
54
Credit Suisse
Credit Suisse
Switzerland
$452M +$148M 7 0.28% Increased
55
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$443M -$24.4M 3 14.75% Reduced
56
Neuberger Berman Group
Neuberger Berman Group
New York
$412M +$41.8M 6 0.49% Increased
57
Russell Investments Group
Russell Investments Group
United Kingdom
$402M +$27M 5 0.87% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$385M +$9.62M 8 0.28% Increased
59
Sustainable Growth Advisers
Sustainable Growth Advisers
Connecticut
$383M -$25.7M 1 2.67% Reduced
60
AllianceBernstein
AllianceBernstein
Tennessee
$357M -$90.3M 7 0.19% Reduced
61
Alkeon Capital Management
Alkeon Capital Management
New York
$354M +$17.9M 2 0.65% Increased
62
Pacer Advisors
Pacer Advisors
Pennsylvania
$311M -$1.61M 7 6.63% Reduced
63
Asset Management One
Asset Management One
Japan
$299M +$6.37M 5 1.37% Increased
64
Swedbank
Swedbank
Sweden
$287M +$1.56M 2 0.98% Increased
65
Winslow Capital Management
Winslow Capital Management
Minnesota
$283M -$19.6M 1 1.26% Reduced
66
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$279M -$10.1M 4 6.67% Reduced
67
Raymond James & Associates
Raymond James & Associates
Florida
$271M -$5.72M 6 0.34% Reduced
68
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$267M +$27.3M 6 0.28% Increased
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$258M -$5.27M 5 0.4% Reduced
70
HA
HHLR Advisors
Cayman Islands
$257M +$246M 1 1.95% Increased
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$255M -$13.9M 5 0.31% Reduced
72
DZ Bank
DZ Bank
Germany
$255M +$41.3M 4 0.61% Increased
73
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$253M -$15.5M 3 3.92% Reduced
74
ACI
AMP Capital Investors
Australia
$252M +$34.5M 7 1.49% Increased
75
ACM
Adelante Capital Management
California
$246M -$151K 3 14.45% Reduced