← 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	$3.56B	+$178M	4	0.24%	Increased
2	Capital Research Global Investors Los Angeles, California	$2.07B	+$139M	1	0.68%	Increased
3	Capital World Investors Los Angeles, California	$1.36B	+$189M	3	0.37%	Increased
4	SA SPO Advisory San Anselmo, California	$1.18B	-$244M	1	17.6%	Reduced
5	State Street Boston, Massachusetts	$1.15B	+$160M	6	0.12%	Increased
6	Fidelity Investments Boston, Massachusetts	$975M	-$61.2M	4	0.13%	Reduced
7	JSP Jackson Square Partners Larkspur, California	$947M	-$9M	1	3.62%	Reduced
8	BlackRock Institutional Trust San Francisco, California	$944M	+$11M	4	0.15%	Increased
9	Cohen & Steers New York	$936M	+$886M	2	2.84%	Increased
10	Goldman Sachs New York	$884M	+$51.5M	6	0.27%	Increased
11	T. Rowe Price Associates Baltimore, Maryland	$881M	+$280M	3	0.18%	Increased
12	Lone Pine Capital Greenwich, Connecticut	$764M	+$70.5M	1	2.86%	Increased
13	BlackRock Fund Advisors San Francisco, California	$649M	+$61.1M	4	0.16%	Increased
14	Edgewood Management Greenwich, Connecticut	$535M	+$28.8M	1	4.44%	Increased
15	Franklin Resources San Mateo, California	$515M	+$37.2M	5	0.23%	Increased
16	Bank of New York Mellon New York	$466M	+$64.5M	5	0.13%	Increased
17	Bank of America Charlotte, North Carolina	$462M	-$31.4M	6	0.15%	Reduced
18	Northern Trust Chicago, Illinois	$378M	-$7.64M	5	0.11%	Reduced
19	Daiwa Securities Group Tokyo, Japan	$371M	+$356M	4	2.64%	Increased
20	Invesco Atlanta, Georgia	$367M	+$277M	5	0.14%	Increased
21	Parnassus Investments San Francisco, California	$350M	+$17.4M	1	2.5%	Increased
22	Macquarie Group Sydney, NSW 2000, Australia	$346M	-$16.6M	5	0.69%	Reduced
23	Coatue Management New York	$340M	-$160M	1	3.39%	Reduced
24	APG Asset Management US New York	$319M	+$44.1M	2	2.94%	Increased
25	Managed Account Advisors Jersey City, New Jersey	$313M	+$18.3M	5	0.26%	Increased