← 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
AllianceBernstein
AllianceBernstein
Tennessee
$494M -$22.7M 7 0.17% Reduced
52
Janus Henderson Group
Janus Henderson Group
$490M +$12.8M 5 0.2% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$484M -$208M 8 0.26% Reduced
54
Swedbank
Swedbank
Sweden
$473M +$1.33M 6 0.79% Increased
55
UBS O'Connor
UBS O'Connor
Illinois
$464M +$438M 1 4.47% Increased
56
Wellington Management Group
Wellington Management Group
Massachusetts
$420M -$107M 8 0.07% Reduced
57
Alkeon Capital Management
Alkeon Capital Management
New York
$405M $0 1 0.75% Maintained
58
Raymond James & Associates
Raymond James & Associates
Florida
$397M +$10.5M 6 0.32% Increased
59
Barclays
Barclays
United Kingdom
$390M +$110M 6 0.15% Increased
60
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$376M -$27.8M 2 11.19% Reduced
61
1WCM
12 West Capital Management
New York
$373M -$15.3M 1 16.55% Reduced
62
Citigroup
Citigroup
New York
$360M -$27.5M 11 0.19% Reduced
63
Wells Fargo
Wells Fargo
California
$358M -$93.4M 10 0.09% Reduced
64
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$357M +$27.6M 1 10.92% Increased
65
ACM
AEW Capital Management
Massachusetts
$342M -$31.1M 2 8.93% Reduced
66
UBS Group
UBS Group
Switzerland
$340M +$46.8M 13 0.1% Increased
67
Asset Management One
Asset Management One
Japan
$340M +$10.7M 7 1.18% Increased
68
Neuberger Berman Group
Neuberger Berman Group
New York
$327M -$64.1M 7 0.26% Reduced
69
Fidelity International
Fidelity International
Bermuda
$324M +$188M 4 0.33% Increased
70
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$321M +$60.3M 8 0.42% Increased
71
Pentwater Capital Management
Pentwater Capital Management
Florida
$316M +$280M 1 3.43% Increased
72
SEI Investments
SEI Investments
Pennsylvania
$305M -$30.2M 11 0.57% Reduced
73
Prudential Financial
Prudential Financial
New Jersey
$300M -$8.31M 4 0.37% Reduced
74
Sarasin & Partners
Sarasin & Partners
United Kingdom
$298M +$7.59M 2 2.72% Increased
75
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$298M +$23.5M 4 4.25% Increased