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
| $2.06B | -$326M | 4 | 1.49% | Reduced |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $1.63B | +$28M | 4 | 0.16% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $1.04B | -$30.9M | 2 | 0.32% | Reduced |
|
| 4 |
Goldman Sachs
New York
| $917M | +$72.1M | 4 | 0.34% | Increased |
|
| 5 |
Coatue Management
New York
| $822M | -$21.8M | 1 | 8.37% | Reduced |
|
| 6 |
FTCM
Fir Tree Capital Management
New York
| $678M | +$163M | 1 | 9.26% | Increased |
|
| 7 |
SA
SPO Advisory
San Anselmo,
California
| $655M | +$177M | 1 | 9.59% | Increased |
|
| 8 |
State Street
Boston,
Massachusetts
| $652M | +$50.7M | 6 | 0.08% | Increased |
|
| 9 |
BlackRock Institutional Trust
San Francisco,
California
| $606M | -$826K | 5 | 0.12% | Reduced |
|
| 10 |
Franklin Resources
San Mateo,
California
| $545M | +$64.6M | 3 | 0.29% | Increased |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $462M | +$2.64M | 5 | 0.16% | Increased |
|
| 12 |
Lone Pine Capital
Greenwich,
Connecticut
| $398M | +$14.5M | 1 | 1.78% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $374M | +$6.74M | 5 | 0.16% | Increased |
|
| 14 |
JP
Jana Partners
New York
| $368M | +$290M | 1 | 4.24% | Increased |
|
| 15 |
Edgewood Management
Greenwich,
Connecticut
| $367M | +$124M | 1 | 4.59% | Increased |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| $367M | +$283M | 3 | 0.09% | Increased |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $341M | +$22.4M | 6 | 0.14% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $336M | +$451K | 3 | 0.2% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $315M | -$80.2M | 4 | 0.09% | Reduced |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $314M | +$280M | 2 | 0.12% | Increased |
|
| 21 |
Davis Selected Advisers
Tucson,
Arizona
| $301M | -$57.8M | 2 | 0.78% | Reduced |
|
| 22 |
Fidelity Investments
Boston,
Massachusetts
| $295M | +$1.72M | 5 | 0.05% | Increased |
|
| 23 |
Sculptor Capital
New York
| $286M | -$65.6M | 1 | 0.81% | Reduced |
|
| 24 |
OppenheimerFunds
New York
| $283M | +$179M | 1 | 0.19% | Increased |
|
| 25 |
APG Asset Management US
New York
| $283M | -$2.61M | 1 | 3.14% | Reduced |
|