← 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
SEI Investments
SEI Investments
Pennsylvania
$341M +$21.5M 4 0.61% Increased
52
PGGM Investments
PGGM Investments
Netherlands
$341M +$3.72M 3 5.88% Increased
53
Swedbank
Swedbank
Sweden
$313M +$1.64M 4 0.54% Increased
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$312M +$30.6M 4 0.46% Increased
55
Macquarie Group
Macquarie Group
Australia
$307M +$6.13M 6 0.39% Increased
56
Citadel Advisors
Citadel Advisors
Florida
$280M -$343M 10 0.06% Reduced
57
AllianceBernstein
AllianceBernstein
Tennessee
$278M +$7.37M 4 0.12% Increased
58
HSBC Holdings
HSBC Holdings
United Kingdom
$275M +$20.1M 6 0.29% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$254M +$2.26M 9 0.29% Increased
60
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$252M -$20.3M 2 11.24% Reduced
61
Barclays
Barclays
United Kingdom
$245M -$13.8M 8 0.15% Reduced
62
Asset Management One
Asset Management One
Japan
$244M -$14.3M 3 1.09% Reduced
63
BAMCO Inc
BAMCO Inc
New York
$244M +$55M 2 0.71% Increased
64
HRES
Heitman Real Estate Securities
Illinois
$243M +$15.3M 3 14.62% Increased
65
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$236M -$137M 2 4.74% Reduced
66
Alkeon Capital Management
Alkeon Capital Management
New York
$232M $0 1 0.42% Maintained
67
Franklin Resources
Franklin Resources
California
$226M +$31M 3 0.11% Increased
68
Allianz Asset Management
Allianz Asset Management
Germany
$221M +$22.4M 4 0.37% Increased
69
ESCM
Echo Street Capital Management
New York
$216M -$9.13M 2 2.01% Reduced
70
Envestnet Asset Management
Envestnet Asset Management
Illinois
$216M +$58M 6 0.1% Increased
71
Canada Life
Canada Life
Manitoba, Canada
$214M +$16.5M 4 0.51% Increased
72
Janus Henderson Group
Janus Henderson Group
$213M +$133M 3 0.14% Increased
73
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$209M +$11.4M 3 0.93% Increased
74
National Pension Service
National Pension Service
South Korea
$207M +$3.42M 3 0.33% Increased
75
Axa
Axa
France
$206M +$23M 3 0.72% Increased