← 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	Vanguard Group Malvern, Pennsylvania	$3.45B	+$353M	4	0.23%	Increased
2	Capital Research Global Investors Los Angeles, California	$1.8B	+$995M	1	0.61%	Increased
3	SA SPO Advisory San Anselmo, California	$1.3B	$0	1	17.88%	Maintained
4	Capital World Investors Los Angeles, California	$1.28B	-$122M	2	0.35%	Reduced
5	Fidelity Investments Boston, Massachusetts	$1.03B	-$33.4M	6	0.13%	Reduced
6	State Street Boston, Massachusetts	$986M	+$89.6M	6	0.1%	Increased
7	BlackRock Institutional Trust San Francisco, California	$935M	+$19.1M	4	0.15%	Increased
8	JSP Jackson Square Partners Larkspur, California	$876M	+$83.9M	1	3.36%	Increased
9	Goldman Sachs New York	$791M	+$13.2M	6	0.25%	Increased
10	T. Rowe Price Associates Baltimore, Maryland	$653M	+$52.1M	3	0.13%	Increased
11	Lone Pine Capital Greenwich, Connecticut	$636M	-$263M	1	2.41%	Reduced
12	BlackRock Fund Advisors San Francisco, California	$592M	-$174M	4	0.14%	Reduced
13	Franklin Resources San Mateo, California	$515M	-$6.05M	4	0.23%	Reduced
14	Bank of America Charlotte, North Carolina	$485M	+$138M	6	0.16%	Increased
15	Edgewood Management Greenwich, Connecticut	$464M	-$1.04M	1	4.16%	Reduced
16	Coatue Management New York	$459M	+$446M	1	4.36%	New
17	Bank of New York Mellon New York	$405M	+$25.5M	4	0.11%	Increased
18	FTCM Fir Tree Capital Management New York	$398M	-$84.8M	1	5.68%	Reduced
19	Parnassus Investments San Francisco, California	$394M	-$4.08M	1	2.82%	Reduced
20	Northern Trust Chicago, Illinois	$386M	+$62.4M	5	0.12%	Increased
21	Capital International Investors Los Angeles, California	$356M	+$228M	2	0.65%	Increased
22	Norges Bank Oslo, Norway	$346M	+$37.8M	4	0.17%	Increased
23	Macquarie Group Sydney, NSW 2000, Australia	$342M	+$12.9M	6	0.67%	Increased
24	Morgan Stanley New York	$330M	+$49.8M	7	0.12%	Increased
25	TCW Group Los Angeles, California	$312M	-$45.5M	3	1.5%	Reduced