← 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	AllianceBernstein Nashville, Tennessee	$370M	+$9.05M	4	0.13%	Increased
52	Capital World Investors Los Angeles, California	$369M	+$1.86K	1	0.06%	Increased
53	UBS AM Chicago, Illinois	$358M	-$841M	5	0.1%	Reduced
54	UBS Group Zurich, Switzerland	$340M	-$30.1M	10	0.08%	Reduced
55	Schroder Investment Management Group London, United Kingdom	$334M	-$19.1M	4	0.37%	Reduced
56	ACM AEW Capital Management Boston, Massachusetts	$332M	+$52.7M	3	16.06%	Increased
57	Lasalle Investment Management Securities Baltimore, Maryland	$317M	+$35.2M	2	13.56%	Increased
58	Alkeon Capital Management New York	$310M	$0	1	0.51%	Maintained
59	RhumbLine Advisers Boston, Massachusetts	$309M	+$5.9M	8	0.29%	Increased
60	Swedbank Stockholm, Sweden	$299M	-$16.6M	4	0.4%	Reduced
61	Janus Henderson Group London,	$298M	+$24M	3	0.16%	Increased
62	Canada Life Winnipeg, Manitoba, Canada	$297M	-$8.51M	3	0.56%	Reduced
63	Mitsubishi UFJ Asset Management Tokyo, Japan	$290M	+$33.4M	5	0.35%	Increased
64	D.E. Shaw & Co New York	$283M	+$99.1M	3	0.26%	Increased
65	Asset Management One Tokyo, Japan	$283M	+$1.07M	3	1.08%	Increased
66	Coatue Management New York	$270M	-$41.3M	1	1.05%	Reduced
67	Neuberger Berman Group New York	$266M	-$31.3M	4	0.22%	Reduced
68	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$259M	+$8.63M	3	0.3%	Increased
69	Millennium Management New York	$258M	-$105M	8	0.12%	Reduced
70	BAMCO Inc New York	$258M	+$31.6M	3	0.74%	Increased
71	HRES Heitman Real Estate Securities Chicago, Illinois	$255M	+$18.5M	3	16.13%	Increased
72	Envestnet Asset Management Chicago, Illinois	$252M	+$2.25M	5	0.09%	Increased
73	Balyasny Asset Management Chicago, Illinois	$243M	+$20.8M	4	0.42%	Increased
74	Wells Fargo San Francisco, California	$237M	+$5M	7	0.06%	Increased
75	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$236M	+$3.91M	3	0.92%	Increased