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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	$3.12B	+$578M	4	0.22%	Increased
2	Capital Research Global Investors Los Angeles, California	$1.52B	+$5.07B	1	0.52%	Increased
3	Capital World Investors Los Angeles, California	$1.45B	-$4.99M	2	0.39%	Reduced
4	SA SPO Advisory San Anselmo, California	$1.27B	+$21.5M	1	16.88%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.07B	+$59M	6	0.14%	Increased
6	BlackRock Institutional Trust San Francisco, California	$917M	+$65.5M	4	0.15%	Increased
7	State Street Boston, Massachusetts	$899M	+$44.8M	6	0.09%	Increased
8	Lone Pine Capital Greenwich, Connecticut	$882M	+$268M	1	3.7%	Increased
9	JSP Jackson Square Partners Larkspur, California	$769M	+$139M	1	3.03%	Increased
10	BlackRock Fund Advisors San Francisco, California	$768M	+$62.8M	4	0.19%	Increased
11	Goldman Sachs New York	$765M	+$38.9M	6	0.24%	Increased
12	T. Rowe Price Associates Baltimore, Maryland	$618M	+$11.5M	3	0.13%	Increased
13	Franklin Resources San Mateo, California	$582M	-$169M	4	0.26%	Reduced
14	FTCM Fir Tree Capital Management New York	$473M	+$10.4M	1	4.93%	Increased
15	Edgewood Management Greenwich, Connecticut	$453M	+$33.1M	1	4.17%	Increased
16	Parnassus Investments San Francisco, California	$422M	+$37.8M	2	3.18%	Increased
17	PC Paulson & Co New York	$409M	-$80.1M	1	2.11%	Reduced
18	Bank of New York Mellon New York	$372M	-$79.5M	5	0.1%	Reduced
19	TCW Group Los Angeles, California	$352M	+$30M	3	1.47%	Increased
20	Bank of America Charlotte, North Carolina	$350M	-$199M	7	0.13%	Reduced
21	SC Schooner Capital Vero Beach, Florida	$342M	+$21.7M	1	96.79%	Increased
22	Macquarie Group Sydney, NSW 2000, Australia	$328M	+$53M	6	0.68%	Increased
23	Northern Trust Chicago, Illinois	$325M	-$14.5M	5	0.1%	Reduced
24	APG Asset Management US New York	$311M	-$8.76M	2	2.67%	Reduced
25	Norges Bank Oslo, Norway	$304M	+$612K	4	0.15%	Increased