← 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
Macquarie Group
Australia
$372M -$6.79M 6 0.42% Reduced
52
UBS Group
UBS Group
Switzerland
$369M +$25.3M 9 0.09% Increased
53
AllianceBernstein
AllianceBernstein
Tennessee
$367M -$9.67M 4 0.13% Reduced
54
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$364M +$19.7M 4 0.43% Increased
55
Millennium Management
Millennium Management
New York
$355M +$181M 7 0.15% Increased
56
Coatue Management
Coatue Management
New York
$340M -$126M 1 1.33% Reduced
57
Alkeon Capital Management
Alkeon Capital Management
New York
$338M -$8.81M 1 0.58% Reduced
58
Swedbank
Swedbank
Sweden
$336M -$32.1M 4 0.47% Reduced
59
Capital World Investors
Capital World Investors
California
$330M -$69.2K 1 0.05% Reduced
60
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$327M +$78M 2 6.05% Increased
61
Barclays
Barclays
United Kingdom
$313M -$135M 8 0.11% Reduced
62
Canada Life
Canada Life
Manitoba, Canada
$312M +$21.2M 4 0.63% Increased
63
Neuberger Berman Group
Neuberger Berman Group
New York
$307M -$254M 3 0.25% Reduced
64
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$305M +$5.79M 8 0.29% Increased
65
Janus Henderson Group
Janus Henderson Group
$296M +$5.72M 3 0.16% Increased
66
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$287M -$9.19M 2 11.83% Reduced
67
ACM
AEW Capital Management
Massachusetts
$285M -$127M 3 13.89% Reduced
68
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$285M +$105M 6 0.25% Increased
69
Man Group
Man Group
United Kingdom
$284M +$155M 1 0.72% Increased
70
Asset Management One
Asset Management One
Japan
$284M -$4.89M 3 1.09% Reduced
71
Franklin Resources
Franklin Resources
California
$266M +$785K 3 0.08% Increased
72
AMF Tjänstepension
AMF Tjänstepension
Sweden
$265M +$119M 2 2% Increased
73
Axa
Axa
France
$263M +$8.54M 3 0.79% Increased
74
National Pension Service
National Pension Service
South Korea
$258M +$6.24M 3 0.31% Increased
75
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$258M +$28.2M 5 0.36% Increased