← 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
$10.6B -$341M 5 0.52% Reduced
2
BlackRock
BlackRock
New York
$5.46B +$32.2M 7 0.29% Increased
3
State Street
State Street
Massachusetts
$2.78B -$37.6M 7 0.25% Reduced
4
Capital World Investors
Capital World Investors
California
$2.74B +$323M 3 0.64% Increased
5
Cohen & Steers
Cohen & Steers
New York
$2.7B +$9.51M 3 7.15% Increased
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B -$53.7M 5 0.22% Reduced
7
Bank of America
Bank of America
North Carolina
$1.52B -$50M 8 0.3% Reduced
8
Norges Bank
Norges Bank
Norway
$1.35B +$25.2M 4 0.53% Increased
9
Goldman Sachs
Goldman Sachs
New York
$1.25B -$288K 7 0.32% Reduced
10
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.21B -$121M 4 7.82% Reduced
11
Invesco
Invesco
Georgia
$1.15B -$22.3M 6 0.36% Reduced
12
Bank of New York Mellon
Bank of New York Mellon
New York
$1.11B +$26.5M 5 0.31% Increased
13
JP Morgan Chase
JP Morgan Chase
New York
$1.05B +$124M 7 0.24% Increased
14
Principal Financial Group
Principal Financial Group
Iowa
$1.03B +$114M 4 1.03% Increased
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$973M -$258M 4 0.18% Reduced
16
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$900M +$38.4M 6 0.42% Increased
17
Northern Trust
Northern Trust
Illinois
$828M +$27.6M 7 0.23% Increased
18
Edgewood Management
Edgewood Management
Connecticut
$792M +$38.9M 1 3.88% Increased
19
Geode Capital Management
Geode Capital Management
Massachusetts
$649M +$3.97M 5 0.26% Increased
20
APG Asset Management US
APG Asset Management US
New York
$626M -$19.7M 2 5.27% Reduced
21
Capital International Investors
Capital International Investors
California
$582M +$111M 2 0.78% Increased
22
Franklin Resources
Franklin Resources
California
$561M -$66.9M 5 0.28% Reduced
23
Lone Pine Capital
Lone Pine Capital
Connecticut
$547M -$66.9M 1 2.78% Reduced
24
Deutsche Bank
Deutsche Bank
Germany
$535M +$154M 7 0.38% Increased
25
Ameriprise
Ameriprise
Minnesota
$496M +$6.42M 5 0.25% Increased