← 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
Vanguard Group
Pennsylvania
$8.76B +$108M 5 0.49% Increased
2
State Street
State Street
Massachusetts
$2.31B +$19.1M 6 0.22% Increased
3
Cohen & Steers
Cohen & Steers
New York
$2.27B -$192M 3 6.26% Reduced
4
Capital World Investors
Capital World Investors
California
$1.85B -$246M 3 0.46% Reduced
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$1.78B +$104M 6 0.26% Increased
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.5B +$47.7M 4 0.2% Increased
7
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.5B +$24.9M 5 0.28% Increased
8
Bank of America
Bank of America
North Carolina
$1.29B +$111M 7 0.28% Increased
9
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.26B -$25.1M 4 8.1% Reduced
10
Goldman Sachs
Goldman Sachs
New York
$1.12B +$276M 6 0.32% Increased
11
Norges Bank
Norges Bank
Norway
$1.09B +$66M 4 0.48% Increased
12
Invesco
Invesco
Georgia
$1.07B -$54.1M 5 0.36% Reduced
13
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$993M +$305M 4 0.2% Increased
14
Bank of New York Mellon
Bank of New York Mellon
New York
$896M -$6.6M 5 0.26% Reduced
15
Principal Financial Group
Principal Financial Group
Iowa
$745M +$37.9M 4 0.95% Increased
16
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$698M +$98.3M 6 0.35% Increased
17
JP Morgan Chase
JP Morgan Chase
New York
$687M +$45.5M 7 0.17% Increased
18
Lone Pine Capital
Lone Pine Capital
Connecticut
$684M +$39.5M 1 3.57% Increased
19
Northern Trust
Northern Trust
Illinois
$647M -$13M 6 0.2% Reduced
20
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$636M +$44.4M 4 0.54% Increased
21
Edgewood Management
Edgewood Management
Connecticut
$603M +$7.7M 1 3.97% Increased
22
APG Asset Management US
APG Asset Management US
New York
$596M +$48.2M 2 4.96% Increased
23
Franklin Resources
Franklin Resources
California
$525M -$42.6M 5 0.27% Reduced
24
BlackRock Group
BlackRock Group
United Kingdom
$492M +$17.5M 6 0.23% Increased
25
Geode Capital Management
Geode Capital Management
Massachusetts
$488M +$36.4M 7 0.23% Increased