← 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
1
BlackRock
BlackRock
New York
$24.1B +$1.04B 13 0.36% Increased
2
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$15.1B +$390M 9 0.68% Increased
3
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$13.3B +$327M 11 0.28% Increased
4
State Street
State Street
Massachusetts
$12.4B +$127M 12 0.37% Increased
5
Cohen & Steers
Cohen & Steers
New York
$9.41B -$635M 4 14.88% Reduced
6
Geode Capital Management
Geode Capital Management
Massachusetts
$5.66B +$249M 12 0.3% Increased
7
Norges Bank
Norges Bank
Norway
$5.32B +$5.58B 5 0.53% New
8
Fidelity Investments
Fidelity Investments
Massachusetts
$4.88B +$157M 10 0.21% Increased
9
Principal Financial Group
Principal Financial Group
Iowa
$3.38B +$77.6M 5 1.66% Increased
10
Northern Trust
Northern Trust
Illinois
$3.19B +$94.3M 12 0.37% Increased
11
Morgan Stanley
Morgan Stanley
New York
$3.12B +$352M 14 0.17% Increased
12
JP Morgan Chase
JP Morgan Chase
New York
$2.95B -$137M 14 0.16% Reduced
13
APG Asset Management US
APG Asset Management US
New York
$2.82B $0 3 19.73% Maintained
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.78B +$30.6M 7 0.5% Increased
15
Charles Schwab
Charles Schwab
California
$2.74B +$207M 9 0.37% Increased
16
UBS AM
UBS AM
Illinois
$2.59B +$2.64B 7 0.47% Increased
17
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.56B -$264M 4 1.41% Reduced
18
Bank of America
Bank of America
North Carolina
$2.53B -$179M 12 0.16% Reduced
19
Goldman Sachs
Goldman Sachs
New York
$2.34B +$417M 11 0.2% Increased
20
Blackstone Inc
Blackstone Inc
New York
$2.3B +$2.36B 5 5.9% Increased
21
Legal & General Group
Legal & General Group
United Kingdom
$2.29B -$54.2M 12 0.48% Reduced
22
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.23B +$43.6M 8 0.22% Increased
23
Invesco
Invesco
Georgia
$2.17B +$53M 10 0.17% Increased
24
Deutsche Bank
Deutsche Bank
Germany
$1.95B -$61.8M 12 0.57% Reduced
25
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.9B +$205M 4 16.18% Increased