← 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
Wells Fargo
Wells Fargo
California
$417M -$78.9M 11 0.09% Reduced
52
CC
Cederberg Capital
United Kingdom
$416M +$273M 2 30.59% Increased
53
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$415M +$141M 2 2.12% Increased
54
Janus Henderson Group
Janus Henderson Group
$413M -$167M 7 0.19% Reduced
55
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$397M -$8.94M 2 12.54% Reduced
56
Pacer Advisors
Pacer Advisors
Pennsylvania
$389M -$33.6M 8 6.77% Reduced
57
AllianceBernstein
AllianceBernstein
Tennessee
$363M +$94.4M 7 0.16% Increased
58
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$359M +$7.59M 8 0.21% Increased
59
Aberdeen Group
Aberdeen Group
United Kingdom
$352M -$27.3M 6 0.8% Reduced
60
Citigroup
Citigroup
New York
$339M +$54.5M 10 0.22% Increased
61
Tiger Global Management
Tiger Global Management
New York
$329M -$68.3M 2 0.76% Reduced
62
Alkeon Capital Management
Alkeon Capital Management
New York
$327M -$3.57M 1 0.49% Reduced
63
Franklin Resources
Franklin Resources
California
$306M -$80.8M 4 0.12% Reduced
64
Federated Hermes
Federated Hermes
Pennsylvania
$291M +$145M 5 0.57% Increased
65
Asset Management One
Asset Management One
Japan
$289M +$2.01M 6 1.15% Increased
66
Raymond James & Associates
Raymond James & Associates
Florida
$278M +$16.9M 6 0.28% Increased
67
Neuberger Berman Group
Neuberger Berman Group
New York
$277M -$55.3M 7 0.26% Reduced
68
Blackstone Inc
Blackstone Inc
New York
$277M +$303M 2 0.55% Increased
69
Carmignac Gestion
Carmignac Gestion
France
$276M +$45.8M 3 3.16% Increased
70
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$268M +$7.1M 1 10.6% Increased
71
HA
HHLR Advisors
Cayman Islands
$255M $0 1 2.52% Maintained
72
HSBC Holdings
HSBC Holdings
United Kingdom
$242M +$51M 7 0.28% Increased
73
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$240M +$13.9M 3 3.27% Increased
74
Sarasin & Partners
Sarasin & Partners
United Kingdom
$236M +$15.3M 2 2.78% Increased
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$234M -$11.7M 5 0.32% Reduced