← 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	$5.69B	+$430M	4	0.38%	Increased
2	Capital Research Global Investors Los Angeles, California	$1.89B	+$21.2M	1	0.65%	Increased
3	Cohen & Steers New York	$1.49B	+$181M	3	4.29%	Increased
4	State Street Boston, Massachusetts	$1.39B	+$85.3M	6	0.15%	Increased
5	Capital World Investors Los Angeles, California	$1.36B	-$72M	3	0.38%	Reduced
6	BlackRock Institutional Trust San Francisco, California	$1.18B	+$49.4M	5	0.2%	Increased
7	JSP Jackson Square Partners Larkspur, California	$1B	-$119M	1	3.7%	Reduced
8	Goldman Sachs New York	$987M	-$35.6M	6	0.31%	Reduced
9	BlackRock Fund Advisors San Francisco, California	$985M	+$245M	5	0.23%	Increased
10	SA SPO Advisory San Anselmo, California	$957M	-$108M	1	16.75%	Reduced
11	Bank of America Charlotte, North Carolina	$919M	+$20.1M	6	0.22%	Increased
12	T. Rowe Price Associates Baltimore, Maryland	$795M	-$176M	4	0.17%	Reduced
13	Fidelity Investments Boston, Massachusetts	$781M	-$247M	4	0.11%	Reduced
14	Daiwa Securities Group Tokyo, Japan	$755M	+$72.6M	4	5%	Increased
15	Invesco Atlanta, Georgia	$741M	+$97.9M	5	0.3%	Increased
16	Lone Pine Capital Greenwich, Connecticut	$638M	-$158M	1	2.73%	Reduced
17	Edgewood Management Greenwich, Connecticut	$617M	-$9.92M	1	4.57%	Reduced
18	Bank of New York Mellon New York	$588M	+$74.7M	4	0.18%	Increased
19	Franklin Resources San Mateo, California	$508M	+$647K	4	0.26%	Increased
20	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$502M	+$122M	2	3.95%	Increased
21	Deutsche Bank Frankfurt Am Main Ge, Germany	$481M	+$68.6M	6	0.33%	Increased
22	Principal Financial Group Des Moines, Iowa	$474M	+$363M	4	0.7%	Increased
23	Coatue Management New York	$464M	+$53.9M	1	4.6%	Increased
24	Northern Trust Chicago, Illinois	$439M	+$10.5M	6	0.15%	Increased
25	Norges Bank Oslo, Norway	$367M	+$1.57M	4	0.18%	Increased