← 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
Swedbank
Swedbank
Sweden
$393M -$16.4M 5 0.73% Reduced
52
AllianceBernstein
AllianceBernstein
Tennessee
$391M -$60.2M 6 0.15% Reduced
53
Russell Investments Group
Russell Investments Group
United Kingdom
$387M -$45.1M 8 0.67% Reduced
54
Janus Henderson Group
Janus Henderson Group
$374M -$87.2M 5 0.18% Reduced
55
Credit Suisse
Credit Suisse
Switzerland
$357M -$79.4M 8 0.31% Reduced
56
Alkeon Capital Management
Alkeon Capital Management
New York
$346M -$8.78M 1 0.69% Reduced
57
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$342M +$22.8M 2 10.9% Increased
58
Raymond James & Associates
Raymond James & Associates
Florida
$340M -$6.91M 5 0.29% Reduced
59
Wells Fargo
Wells Fargo
California
$337M +$19.1M 8 0.09% Increased
60
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$305M +$8.17M 1 12.06% Increased
61
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$296M -$14.9M 7 0.39% Reduced
62
1WCM
12 West Capital Management
New York
$288M -$23.3M 1 17.51% Reduced
63
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$286M +$28.3M 3 3.98% Increased
64
SEI Investments
SEI Investments
Pennsylvania
$266M -$10.6M 8 0.53% Reduced
65
TD Asset Management
TD Asset Management
Ontario, Canada
$262M +$23.6M 3 0.24% Increased
66
Asset Management One
Asset Management One
Japan
$259M -$41.4M 5 1.01% Reduced
67
ACM
AEW Capital Management
Massachusetts
$257M -$37.3M 2 7.47% Reduced
68
Starboard Value
Starboard Value
New York
$254M +$49.8M 1 3.36% Increased
69
Citigroup
Citigroup
New York
$236M -$77.2M 11 0.14% Reduced
70
Sarasin & Partners
Sarasin & Partners
United Kingdom
$236M -$25M 1 2.37% Reduced
71
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$233M -$14.7M 6 0.25% Reduced
72
Prudential Financial
Prudential Financial
New Jersey
$230M -$45.3M 4 0.31% Reduced
73
UBS Group
UBS Group
Switzerland
$230M -$79.2M 13 0.08% Reduced
74
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$227M -$22M 2 2.62% Reduced
75
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$227M -$29.1M 4 0.29% Reduced