← 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
Aberdeen Group
Aberdeen Group
United Kingdom
$356M +$61.3M 4 0.83% Increased
52
PGGM Investments
PGGM Investments
Netherlands
$337M +$4.69M 3 5.46% Increased
53
Ameriprise
Ameriprise
Minnesota
$336M +$78.1M 4 0.11% Increased
54
ACM
AEW Capital Management
Massachusetts
$333M -$20.5M 3 12.84% Reduced
55
Swedbank
Swedbank
Sweden
$333M -$246K 4 0.56% Reduced
56
SEI Investments
SEI Investments
Pennsylvania
$325M +$37.2M 4 0.57% Increased
57
Macquarie Group
Macquarie Group
Australia
$302M +$40.8M 6 0.35% Increased
58
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$289M +$538K 4 0.42% Increased
59
UBS Group
UBS Group
Switzerland
$283M +$91.4M 11 0.1% Increased
60
AllianceBernstein
AllianceBernstein
Tennessee
$277M +$5.96M 4 0.11% Increased
61
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$272M -$7.39M 2 10.75% Reduced
62
Barclays
Barclays
United Kingdom
$264M +$92.3M 8 0.17% Increased
63
HSBC Holdings
HSBC Holdings
United Kingdom
$263M +$22.4M 6 0.27% Increased
64
Asset Management One
Asset Management One
Japan
$263M +$8.79M 3 1.11% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$257M +$1.3M 8 0.29% Increased
66
Alkeon Capital Management
Alkeon Capital Management
New York
$251M +$31.5M 1 0.44% Increased
67
ESCM
Echo Street Capital Management
New York
$242M +$3.89M 1 2.07% Increased
68
UniSuper Management
UniSuper Management
Australia
$238M +$209M 3 2.7% New
69
HRES
Heitman Real Estate Securities
Illinois
$229M +$11.7M 2 12.59% Increased
70
TD Asset Management
TD Asset Management
Ontario, Canada
$224M -$44.6M 4 0.26% Reduced
71
National Pension Service
National Pension Service
South Korea
$212M +$22.2M 3 0.34% Increased
72
HA
Harbor Advisors
Florida
$209M $0 3 44.32% Maintained
73
Franklin Resources
Franklin Resources
California
$207M +$6.47M 3 0.1% Increased
74
Canada Life
Canada Life
Manitoba, Canada
$206M -$10.9M 4 0.49% Reduced
75
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$204M -$5.82M 3 0.82% Reduced