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
| $10.4B | +$650M | 5 | 0.53% | Increased |
|
| 2 |
BlackRock
New York
| $5.14B | +$4.83B | 6 | 0.28% | Increased |
|
| 3 |
STT
Singapore Technologies Telemedia
Singapore
| $3.75B | +$3.7M | 1 | 100% | New |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.68B | +$125M | 6 | 0.24% | Increased |
|
| 5 |
Cohen & Steers
New York
| $2.51B | -$7.42M | 3 | 6.72% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $2.38B | +$359M | 3 | 0.57% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.7B | +$34.8M | 4 | 0.22% | Increased |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $1.49B | +$79M | 8 | 0.3% | Increased |
|
| 9 |
Daiwa Securities Group
Tokyo,
Japan
| $1.25B | -$142M | 4 | 7.84% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $1.24B | +$16M | 4 | 0.51% | Increased |
|
| 11 |
Goldman Sachs
New York
| $1.18B | -$65.7M | 7 | 0.32% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $1.16B | +$42.4M | 4 | 0.22% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $1.11B | -$79.7M | 5 | 0.36% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $1.02B | +$21.1M | 5 | 0.28% | Increased |
|
| 15 |
JP Morgan Chase
New York
| $871M | +$111M | 7 | 0.2% | Increased |
|
| 16 |
Principal Financial Group
Des Moines,
Iowa
| $856M | +$23.9M | 4 | 1.03% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $819M | +$44.6M | 6 | 0.39% | Increased |
|
| 18 |
Northern Trust
Chicago,
Illinois
| $760M | +$44.1M | 6 | 0.22% | Increased |
|
| 19 |
Edgewood Management
Greenwich,
Connecticut
| $702M | +$24.7M | 1 | 3.91% | Increased |
|
| 20 |
Geode Capital Management
Boston,
Massachusetts
| $613M | +$70.5M | 7 | 0.25% | Increased |
|
| 21 |
APG Asset Management US
New York
| $608M | -$38.7M | 2 | 5.11% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $599M | -$1.92M | 5 | 0.3% | Reduced |
|
| 23 |
Lone Pine Capital
Greenwich,
Connecticut
| $573M | -$183M | 1 | 3.01% | Reduced |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $567M | +$24.9M | 3 | 0.59% | Increased |
|
| 25 |
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $560M | +$67.8M | 2 | 5.54% | Increased |
|