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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	$2.3B	+$86.6M	4	0.18%	Increased
2	Capital World Investors Los Angeles, California	$1.28B	-$178M	2	0.36%	Reduced
3	SA SPO Advisory San Anselmo, California	$1.17B	$0	1	15.14%	Maintained
4	Fidelity Investments Boston, Massachusetts	$944M	+$59.5M	6	0.13%	Increased
5	BlackRock Institutional Trust San Francisco, California	$778M	+$9.07M	4	0.13%	Increased
6	State Street Boston, Massachusetts	$771M	+$9.62M	6	0.08%	Increased
7	Goldman Sachs New York	$676M	-$158M	7	0.21%	Reduced
8	Franklin Resources San Mateo, California	$672M	-$12.6M	4	0.31%	Reduced
9	JP Jana Partners New York	$653M	-$111M	1	3.38%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$647M	+$63M	5	0.18%	Increased
11	JSP Jackson Square Partners Larkspur, California	$585M	-$43.1M	1	2.47%	Reduced
12	Lone Pine Capital Greenwich, Connecticut	$563M	+$75.1M	1	2.2%	Increased
13	T. Rowe Price Associates Baltimore, Maryland	$544M	-$75.7M	3	0.12%	Reduced
14	Bank of America Charlotte, North Carolina	$513M	-$25.4M	7	0.17%	Reduced
15	HCM Highfields Capital Management Boston, Massachusetts	$502M	+$119M	1	3.91%	Increased
16	PC Paulson & Co New York	$462M	+$18.3M	1	1.92%	Increased
17	FTCM Fir Tree Capital Management New York	$433M	-$30.3M	1	4.86%	Reduced
18	Bank of New York Mellon New York	$409M	+$38.6M	5	0.11%	Increased
19	Edgewood Management Greenwich, Connecticut	$392M	+$7.23M	1	3.93%	Increased
20	Deutsche Bank Frankfurt Am Main Ge, Germany	$367M	+$6.36M	6	0.23%	Increased
21	Capital Research Global Investors Los Angeles, California	$325M	-$48.3M	1	0.11%	Reduced
22	Parnassus Investments San Francisco, California	$324M	+$31.9M	3	2.77%	Increased
23	Northern Trust Chicago, Illinois	$309M	+$23.5M	5	0.1%	Increased
24	TCW Group Los Angeles, California	$300M	+$6.43M	3	1.21%	Increased
25	APG Asset Management US New York	$300M	+$22.6M	2	2.94%	Increased