← 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
Janus Henderson Group
Janus Henderson Group
$528M +$151M 3 0.27% Increased
52
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$528M -$20.7M 3 9.35% Reduced
53
Raymond James Financial
Raymond James Financial
Florida
$512M +$510M 4 0.19% New
54
Swiss National Bank
Swiss National Bank
Switzerland
$505M -$24M 4 0.34% Reduced
55
Nomura Holdings
Nomura Holdings
Japan
$487M +$473M 3 0.66% Increased
56
Citadel Advisors
Citadel Advisors
Florida
$485M -$64M 10 0.08% Reduced
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$476M -$3.52M 4 0.32% Reduced
58
Millennium Management
Millennium Management
New York
$457M -$5.94M 7 0.22% Reduced
59
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$427M +$427M 3 0.85% New
60
ACM
AEW Capital Management
Massachusetts
$427M +$43.3M 3 20.66% Increased
61
National Pension Service
National Pension Service
South Korea
$411M +$62M 3 0.39% Increased
62
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$405M +$27.6M 5 0.39% Increased
63
Capital World Investors
Capital World Investors
California
$401M -$35.1M 1 0.06% Reduced
64
Alkeon Capital Management
Alkeon Capital Management
New York
$386M $0 1 0.78% Maintained
65
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$384M -$40.1M 2 16.21% Reduced
66
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$383M +$20.6M 7 0.21% Increased
67
STT
Singapore Technologies Telemedia
Singapore
$376M $0 1 100% Maintained
68
Canada Life
Canada Life
Manitoba, Canada
$374M +$29.2M 3 0.65% Increased
69
Swedbank
Swedbank
Sweden
$369M -$12.3M 4 0.45% Reduced
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$365M +$16.4M 5 0.27% Increased
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$361M -$954K 7 0.32% Reduced
72
Asset Management One
Asset Management One
Japan
$352M +$12M 4 1.21% Increased
73
TD Asset Management
TD Asset Management
Ontario, Canada
$306M +$128M 4 0.27% Increased
74
Wells Fargo
Wells Fargo
California
$299M +$4.59M 7 0.07% Increased
75
Nomura Asset Management
Nomura Asset Management
Japan
$290M +$17.3M 3 0.87% Increased