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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	Pacer Advisors Malvern, Pennsylvania	$437M	+$110M	8	8.21%	Increased
52	Sustainable Growth Advisers Stamford, Connecticut	$419M	+$61.9M	1	2.73%	Increased
53	Lasalle Investment Management Securities Baltimore, Maryland	$415M	-$3.56M	3	13.1%	Reduced
54	Aberdeen Group Edinburgh, United Kingdom	$409M	-$214M	5	1%	Reduced
55	Franklin Resources San Mateo, California	$407M	-$178M	4	0.17%	Reduced
56	Swedbank Stockholm, Sweden	$360M	+$98.3M	2	1.06%	Increased
57	Parametric Portfolio Associates Seattle, Washington	$357M	-$14.5M	8	0.22%	Reduced
58	Neuberger Berman Group New York	$349M	-$59.8M	7	0.36%	Reduced
59	Alkeon Capital Management New York	$348M	+$15.5M	2	0.57%	Increased
60	Resolution Capital Sydney, NSW, Australia	$343M	-$158M	2	7.83%	Reduced
61	Winslow Capital Management Minneapolis, Minnesota	$328M	+$64.5M	1	1.37%	Increased
62	Amundi Asset Management US Boston, Massachusetts	$325M	+$63.7M	6	0.28%	Increased
63	Aspex Management (HK) Central, Hong Kong	$303M	+$40.3M	1	11.94%	Increased
64	Citigroup New York	$296M	-$432M	10	0.17%	Reduced
65	HA HHLR Advisors Grand Cayman, Cayman Islands	$294M	$0	1	2.34%	Maintained
66	Impax Asset Management Group London, United Kingdom	$289M	+$108M	2	1.84%	Increased
67	Asset Management One Tokyo, Japan	$287M	+$746K	5	1.18%	Increased
68	AllianceBernstein Nashville, Tennessee	$286M	-$66.5M	7	0.13%	Reduced
69	Carmignac Gestion Paris, France	$285M	+$19.1M	3	2.98%	Increased
70	Russell Investments Group London, United Kingdom	$284M	-$106M	5	0.56%	Reduced
71	Raymond James & Associates St Petersburg, Florida	$258M	-$10.9M	6	0.28%	Reduced
72	RhumbLine Advisers Boston, Massachusetts	$248M	+$84.2K	5	0.34%	Increased
73	Fidelity International Hamilton, Bermuda	$247M	-$23.4M	5	0.3%	Reduced
74	Duff & Phelps Investment Management Chicago, Illinois	$240M	-$5.38M	3	3.48%	Reduced
75	Millennium Management New York	$236M	+$86.6M	8	0.17%	Increased