← 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
Resolution Capital
Resolution Capital
Australia
$491M -$24.4M 3 6.96% Reduced
52
Janus Henderson Group
Janus Henderson Group
$445M -$33.3M 7 0.19% Reduced
53
Pacer Advisors
Pacer Advisors
Pennsylvania
$436M +$8.56M 8 6.24% Increased
54
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$434M +$27.2M 9 0.24% Increased
55
AllianceBernstein
AllianceBernstein
Tennessee
$422M +$50.7M 7 0.17% Increased
56
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$418M +$157M 1 13.7% Increased
57
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$404M -$43.7M 2 12.6% Reduced
58
Citigroup
Citigroup
New York
$403M +$28.5M 10 0.24% Increased
59
Wells Fargo
Wells Fargo
California
$398M -$74.7M 11 0.09% Reduced
60
Alkeon Capital Management
Alkeon Capital Management
New York
$385M -$1.85M 1 0.57% Reduced
61
Aberdeen Group
Aberdeen Group
United Kingdom
$380M +$9.54M 6 0.83% Increased
62
Neuberger Berman Group
Neuberger Berman Group
New York
$376M +$71.5M 7 0.33% Increased
63
CC
Cederberg Capital
United Kingdom
$375M +$33.8M 2 33.75% Increased
64
Russell Investments Group
Russell Investments Group
United Kingdom
$374M +$116M 9 0.63% Increased
65
Bank of Montreal
Bank of Montreal
Ontario, Canada
$365M +$177M 8 0.18% Increased
66
Asset Management One
Asset Management One
Japan
$320M -$6.09M 7 1.19% Reduced
67
HSBC Holdings
HSBC Holdings
United Kingdom
$307M +$39.2M 9 0.33% Increased
68
Raymond James & Associates
Raymond James & Associates
Florida
$304M -$8.2M 6 0.28% Reduced
69
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$302M +$25.5M 3 3.93% Increased
70
Federated Hermes
Federated Hermes
Pennsylvania
$292M +$969K 5 0.54% Increased
71
Sarasin & Partners
Sarasin & Partners
United Kingdom
$285M +$6.22M 2 2.98% Increased
72
Barclays
Barclays
United Kingdom
$280M +$92.6M 7 0.13% Increased
73
Carmignac Gestion
Carmignac Gestion
France
$260M +$237K 3 3.01% Increased
74
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$256M -$7.93M 5 0.34% Reduced
75
Prudential Financial
Prudential Financial
New Jersey
$245M +$56.2M 4 0.34% Increased