← 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	$7.03B	+$460M	4	0.46%	Increased
2	Cohen & Steers New York	$2.26B	+$542M	3	6.25%	Increased
3	Capital World Investors Los Angeles, California	$1.96B	+$303M	3	0.54%	Increased
4	State Street Boston, Massachusetts	$1.72B	+$111M	6	0.19%	Increased
5	Capital Research Global Investors Los Angeles, California	$1.59B	+$74.8M	1	0.55%	Increased
6	BlackRock Institutional Trust San Francisco, California	$1.46B	+$89.7M	5	0.24%	Increased
7	Fidelity Investments Boston, Massachusetts	$1.21B	+$276M	4	0.17%	Increased
8	BlackRock Fund Advisors San Francisco, California	$1.17B	+$46.1M	5	0.27%	Increased
9	Bank of America Charlotte, North Carolina	$1.09B	+$22.9M	6	0.27%	Increased
10	Daiwa Securities Group Tokyo, Japan	$1.06B	+$193M	4	6.69%	Increased
11	Invesco Atlanta, Georgia	$997M	+$140M	5	0.41%	Increased
12	Goldman Sachs New York	$935M	-$158M	6	0.31%	Reduced
13	Lone Pine Capital Greenwich, Connecticut	$769M	+$65M	1	3.82%	Increased
14	Bank of New York Mellon New York	$737M	+$47.9M	4	0.22%	Increased
15	SA SPO Advisory San Anselmo, California	$703M	-$316M	1	12.87%	Reduced
16	T. Rowe Price Associates Baltimore, Maryland	$662M	-$272M	4	0.14%	Reduced
17	Franklin Resources San Mateo, California	$639M	+$41.5M	5	0.34%	Increased
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$590M	+$34.9M	6	0.44%	Increased
19	Principal Financial Group Des Moines, Iowa	$582M	+$54.2M	4	0.84%	Increased
20	Norges Bank Oslo, Norway	$562M	+$131M	4	0.28%	Increased
21	Edgewood Management Greenwich, Connecticut	$556M	-$109M	1	4%	Reduced
22	Northern Trust Chicago, Illinois	$534M	+$36.6M	6	0.18%	Increased
23	JSP Jackson Square Partners Larkspur, California	$517M	-$411M	1	2.07%	Reduced
24	Capital International Investors Los Angeles, California	$470M	+$63.9M	2	0.72%	Increased
25	Jennison Associates New York	$469M	+$85.1M	3	0.49%	Increased