← 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	BNP Paribas Financial Markets Paris, France	$1.93B	-$2.01B	5	1.41%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$1.65B	+$58.1M	4	0.15%	Increased
3	Capital World Investors Los Angeles, California	$1.12B	+$53.2M	2	0.32%	Increased
4	Goldman Sachs New York	$829M	-$52.5M	3	0.27%	Reduced
5	SA SPO Advisory San Anselmo, California	$714M	+$75.9M	1	9.94%	Increased
6	State Street Boston, Massachusetts	$629M	-$29.5M	6	0.07%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$612M	+$15.5M	6	0.11%	Increased
8	T. Rowe Price Associates Baltimore, Maryland	$565M	+$165M	3	0.13%	Increased
9	JP Jana Partners New York	$534M	+$167M	1	6.76%	Increased
10	FTCM Fir Tree Capital Management New York	$527M	-$120M	1	5.99%	Reduced
11	PC Paulson & Co New York	$485M	+$263M	2	2.39%	Increased
12	Franklin Resources San Mateo, California	$463M	-$35.6M	3	0.23%	Reduced
13	BlackRock Fund Advisors San Francisco, California	$455M	+$3.78M	5	0.14%	Increased
14	Capital Research Global Investors Los Angeles, California	$427M	+$136M	1	0.16%	Increased
15	Invesco Atlanta, Georgia	$388M	+$20.6M	5	0.15%	Increased
16	Fidelity Investments Boston, Massachusetts	$350M	+$49.9M	5	0.05%	Increased
17	Bank of New York Mellon New York	$328M	+$7.32M	4	0.09%	Increased
18	Bank of America Charlotte, North Carolina	$314M	-$6.48M	7	0.11%	Reduced
19	Norges Bank Oslo, Norway	$298M	-$28.8M	3	0.17%	Reduced
20	Davis Selected Advisers Tucson, Arizona	$288M	-$44.7M	1	0.7%	Reduced
21	Parnassus Investments San Francisco, California	$272M	+$22.3M	3	2.78%	Increased
22	HCM Highfields Capital Management Boston, Massachusetts	$268M	$0	1	2.18%	Maintained
23	SC Schooner Capital Vero Beach, Florida	$262M	$0	1	100%	Maintained
24	TCW Group Los Angeles, California	$245M	+$46.7M	3	1.03%	Increased
25	Northern Trust Chicago, Illinois	$233M	+$3.59M	5	0.07%	Increased