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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	$4.87B	+$1.22B	4	0.35%	Increased
2	Capital Research Global Investors Los Angeles, California	$1.81B	-$11M	1	0.65%	Reduced
3	Capital World Investors Los Angeles, California	$1.43B	+$56.9M	3	0.42%	Increased
4	State Street Boston, Massachusetts	$1.22B	+$27.8M	6	0.14%	Increased
5	Cohen & Steers New York	$1.17B	+$155M	3	3.53%	Increased
6	BlackRock Institutional Trust San Francisco, California	$1.05B	+$78.2M	4	0.18%	Increased
7	T. Rowe Price Associates Baltimore, Maryland	$967M	+$85.8M	4	0.22%	Increased
8	SA SPO Advisory San Anselmo, California	$966M	-$300M	1	16.35%	Reduced
9	Goldman Sachs New York	$921M	-$15.1M	7	0.31%	Reduced
10	JSP Jackson Square Partners Larkspur, California	$908M	-$111M	1	4.15%	Reduced
11	Fidelity Investments Boston, Massachusetts	$899M	-$56.5M	4	0.13%	Reduced
12	Bank of America Charlotte, North Carolina	$789M	+$328M	6	0.2%	Increased
13	Lone Pine Capital Greenwich, Connecticut	$725M	-$97.4M	1	2.95%	Reduced
14	BlackRock Fund Advisors San Francisco, California	$676M	+$5M	4	0.18%	Increased
15	Daiwa Securities Group Tokyo, Japan	$590M	+$203M	4	4.2%	Increased
16	Invesco Atlanta, Georgia	$572M	+$180M	5	0.24%	Increased
17	Edgewood Management Greenwich, Connecticut	$567M	-$8.89M	1	4.79%	Reduced
18	Franklin Resources San Mateo, California	$486M	+$43.2M	5	0.24%	Increased
19	Bank of New York Mellon New York	$466M	-$22M	5	0.14%	Reduced
20	Northern Trust Chicago, Illinois	$396M	+$6.23M	6	0.13%	Increased
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$372M	+$60.1M	6	0.29%	Increased
22	Coatue Management New York	$369M	+$2.89M	1	4.14%	Increased
23	Macquarie Group Sydney, NSW 2000, Australia	$354M	-$4.81M	5	0.76%	Reduced
24	Parnassus Investments San Francisco, California	$354M	+$17.2M	1	2.6%	Increased
25	Norges Bank Oslo, Norway	$336M	+$39.5M	4	0.18%	Increased