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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	Vanguard Group Malvern, Pennsylvania	$2.15B	+$103M	4	0.17%	Increased
2	Capital World Investors Los Angeles, California	$1.42B	+$72.5M	2	0.39%	Increased
3	SA SPO Advisory San Anselmo, California	$1.15B	+$53.8M	1	15.23%	Increased
4	Fidelity Investments Boston, Massachusetts	$857M	+$315M	5	0.11%	Increased
5	Goldman Sachs New York	$819M	-$31.3M	5	0.26%	Reduced
6	JP Jana Partners New York	$754M	+$73.9M	1	4.67%	Increased
7	State Street Boston, Massachusetts	$750M	+$18.1M	6	0.08%	Increased
8	BlackRock Institutional Trust San Francisco, California	$748M	+$10.2M	4	0.12%	Increased
9	Franklin Resources San Mateo, California	$745M	+$47.6M	3	0.33%	Increased
10	JSP Jackson Square Partners Larkspur, California	$620M	+$569M	1	2.42%	New
11	T. Rowe Price Associates Baltimore, Maryland	$603M	-$284M	3	0.13%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$568M	+$34.6M	5	0.16%	Increased
13	Norges Bank Oslo, Norway	$555M	+$228M	3	0.15%	Increased
14	Bank of America Charlotte, North Carolina	$510M	+$65.5M	7	0.16%	Increased
15	Lone Pine Capital Greenwich, Connecticut	$483M	+$8.58M	1	1.95%	Increased
16	FTCM Fir Tree Capital Management New York	$458M	-$46.6M	1	4.96%	Reduced
17	PC Paulson & Co New York	$438M	-$87.8M	1	1.9%	Reduced
18	HCM Highfields Capital Management Boston, Massachusetts	$383M	+$40.4M	1	2.81%	Increased
19	Edgewood Management Greenwich, Connecticut	$380M	+$100M	1	3.86%	Increased
20	Bank of New York Mellon New York	$364M	+$47.6M	4	0.1%	Increased
21	Capital Research Global Investors Los Angeles, California	$348M	-$154M	1	0.12%	Reduced
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$345M	+$90M	6	0.23%	Increased
23	Invesco Atlanta, Georgia	$300M	+$102K	5	0.12%	Increased
24	Parnassus Investments San Francisco, California	$293M	+$14.5M	3	2.57%	Increased
25	SC Schooner Capital Vero Beach, Florida	$293M	$0	1	95.45%	Maintained