← 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	Macquarie Group Sydney, NSW 2000, Australia	$316M	-$90.2M	8	0.36%	Reduced
52	Swedbank Stockholm, Sweden	$305M	-$49.2M	5	0.69%	Reduced
53	Credit Suisse Zurich, Switzerland	$295M	-$33.2M	11	0.31%	Reduced
54	Schroder Investment Management Group London, United Kingdom	$283M	+$16.7M	7	0.43%	Increased
55	Prudential Financial Newark, New Jersey	$281M	+$81.8M	4	0.45%	Increased
56	Alkeon Capital Management New York	$275M	-$32.7M	1	0.74%	Reduced
57	Aspex Management (HK) Central, Hong Kong	$269M	+$8.66M	1	6.74%	Increased
58	Wells Fargo San Francisco, California	$255M	-$52.1M	10	0.08%	Reduced
59	Lasalle Investment Management Securities Baltimore, Maryland	$254M	-$56.2M	2	9.48%	Reduced
60	Duff & Phelps Investment Management Chicago, Illinois	$253M	+$56.2M	2	3.13%	Increased
61	Janus Henderson Group London,	$251M	-$97.3M	4	0.17%	Reduced
62	1WCM 12 West Capital Management New York	$245M	-$114K	1	20.87%	Reduced
63	Raymond James & Associates St Petersburg, Florida	$242M	-$69M	5	0.24%	Reduced
64	Starboard Value New York	$236M	$0	1	4.28%	Maintained
65	Asset Management One Tokyo, Japan	$232M	-$247K	3	1.09%	Reduced
66	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$229M	+$101M	4	0.97%	Increased
67	Neuberger Berman Group New York	$225M	+$29.5M	4	0.23%	Increased
68	Citigroup New York	$224M	+$9.02M	10	0.17%	Increased
69	New York State Common Retirement Fund Albany, New York	$220M	+$12.4M	7	0.29%	Increased
70	Pentwater Capital Management Naples, Florida	$219M	+$211M	1	2.57%	New
71	RhumbLine Advisers Boston, Massachusetts	$217M	+$14.2M	5	0.32%	Increased
72	UBS O'Connor Chicago, Illinois	$217M	+$210M	3	2.25%	New
73	Millennium Management New York	$216M	+$128M	11	0.13%	Increased
74	Balyasny Asset Management Chicago, Illinois	$211M	+$136M	7	0.69%	Increased
75	TD Asset Management Toronto, Ontario, Canada	$209M	-$24.5M	4	0.24%	Reduced