← 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	$2B	+$2.21B	5	1.56%	Increased
2	Vanguard Group Malvern, Pennsylvania	$1.77B	+$71.8M	4	0.15%	Increased
3	Capital World Investors Los Angeles, California	$1.11B	+$8.98M	2	0.32%	Increased
4	SA SPO Advisory San Anselmo, California	$963M	+$218M	1	14.44%	Increased
5	T. Rowe Price Associates Baltimore, Maryland	$783M	+$227M	3	0.18%	Increased
6	Goldman Sachs New York	$747M	-$117M	4	0.24%	Reduced
7	BlackRock Institutional Trust San Francisco, California	$640M	+$12.1M	4	0.11%	Increased
8	State Street Boston, Massachusetts	$622M	-$9.4M	6	0.07%	Reduced
9	Franklin Resources San Mateo, California	$617M	+$120M	3	0.29%	Increased
10	JP Jana Partners New York	$593M	+$36.4M	1	6.97%	Increased
11	PC Paulson & Co New York	$474M	-$35M	2	2.32%	Reduced
12	Fidelity Investments Boston, Massachusetts	$465M	+$106M	5	0.06%	Increased
13	BlackRock Fund Advisors San Francisco, California	$465M	-$5.19M	5	0.14%	Reduced
14	Capital Research Global Investors Los Angeles, California	$463M	+$1.9M	1	0.17%	Increased
15	FTCM Fir Tree Capital Management New York	$447M	-$101M	1	5.01%	Reduced
16	Lone Pine Capital Greenwich, Connecticut	$417M	+$416M	1	1.81%	New
17	Bank of America Charlotte, North Carolina	$396M	+$60.8M	7	0.15%	Increased
18	Macquarie Group Sydney, NSW 2000, Australia	$275M	+$232M	5	0.47%	Increased
19	Bank of New York Mellon New York	$265M	-$59.5M	5	0.07%	Reduced
20	Norges Bank Oslo, Norway	$265M	-$41.5M	3	0.15%	Reduced
21	TCW Group Los Angeles, California	$264M	+$7.96M	3	1.1%	Increased
22	HCM Highfields Capital Management Boston, Massachusetts	$260M	+$16.6M	1	2.18%	Increased
23	Invesco Atlanta, Georgia	$258M	-$143M	5	0.1%	Reduced
24	Cohen & Steers New York	$239M	+$29.1M	1	0.72%	Increased
25	CCM Cadian Capital Management New York	$239M	+$18.5M	1	5.96%	Increased