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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	BNP Paribas Financial Markets Paris, France	$2.37B	+$2.93B	3	1.68%	New
2	Vanguard Group Malvern, Pennsylvania	$1.72B	+$1.94B	4	0.18%	New
3	Capital World Investors Los Angeles, California	$1.13B	+$1.36B	2	0.37%	New
4	Goldman Sachs New York	$883M	+$982M	4	0.34%	New
5	Coatue Management New York	$849M	+$955M	1	9.41%	New
6	BlackRock Institutional Trust San Francisco, California	$642M	+$728M	4	0.13%	New
7	State Street Boston, Massachusetts	$620M	+$722M	5	0.08%	New
8	FTCM Fir Tree Capital Management New York	$516M	+$581M	1	7.13%	New
9	Franklin Resources San Mateo, California	$501M	+$539M	4	0.29%	New
10	BlackRock Fund Advisors San Francisco, California	$484M	+$543M	5	0.18%	New
11	SA SPO Advisory San Anselmo, California	$479M	+$539M	1	6.44%	New
12	Bank of New York Mellon New York	$413M	+$475M	4	0.13%	New
13	Cohen & Steers New York	$406M	+$434M	1	1.26%	New
14	Invesco Atlanta, Georgia	$392M	+$440M	5	0.18%	New
15	Lone Pine Capital Greenwich, Connecticut	$386M	+$434M	1	1.88%	New
16	Davis Selected Advisers Tucson, Arizona	$364M	+$453M	2	0.92%	New
17	Bank of America Charlotte, North Carolina	$359M	+$390M	7	0.15%	New
18	Sculptor Capital New York	$354M	+$399M	1	1.11%	New
19	Norges Bank Oslo, Norway	$344M	+$391M	3	0.21%	New
20	Deutsche Bank Frankfurt Am Main Ge, Germany	$336M	+$369M	7	0.28%	New
21	APG Asset Management US New York	$328M	+$351M	1	3.42%	New
22	Fidelity Investments Boston, Massachusetts	$318M	+$347M	4	0.05%	New
23	Winslow Capital Management Minneapolis, Minnesota	$272M	+$306M	1	0.89%	New
24	Northern Trust Chicago, Illinois	$259M	+$296M	5	0.09%	New
25	HCM Highfields Capital Management Boston, Massachusetts	$249M	+$326M	1	2.06%	New