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
| $11.8B | +$560M | 5 | 0.55% | Increased |
|
| 2 |
BlackRock
New York
| $6.34B | +$567M | 7 | 0.32% | Increased |
|
| 3 |
Cohen & Steers
New York
| $3.42B | +$582M | 3 | 9.33% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $3.2B | +$235M | 3 | 0.72% | Increased |
|
| 5 |
State Street
Boston,
Massachusetts
| $3.19B | +$243M | 7 | 0.27% | Increased |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $1.8B | +$200M | 7 | 0.29% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $1.75B | -$85.1M | 5 | 0.21% | Reduced |
|
| 8 |
Norges Bank
Oslo,
Norway
| $1.4B | -$16.4M | 4 | 0.53% | Reduced |
|
| 9 |
Daiwa Securities Group
Tokyo,
Japan
| $1.36B | +$87.9M | 4 | 9.28% | Increased |
|
| 10 |
Bank of New York Mellon
New York
| $1.28B | +$106M | 5 | 0.35% | Increased |
|
| 11 |
Goldman Sachs
New York
| $1.26B | -$65.5M | 6 | 0.31% | Reduced |
|
| 12 |
Invesco
Atlanta,
Georgia
| $1.18B | -$30.3M | 6 | 0.44% | Reduced |
|
| 13 |
JP Morgan Chase
New York
| $1.09B | +$3.68M | 8 | 0.24% | Increased |
|
| 14 |
Principal Financial Group
Des Moines,
Iowa
| $1.08B | +$6.39M | 4 | 1.05% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $1.05B | +$93.6M | 6 | 0.46% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $992M | +$116M | 7 | 0.26% | Increased |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| $922M | -$95.5M | 4 | 0.16% | Reduced |
|
| 18 |
Edgewood Management
Greenwich,
Connecticut
| $831M | +$8.17M | 1 | 3.82% | Increased |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $777M | +$90.2M | 6 | 0.29% | Increased |
|
| 20 |
Capital International Investors
Los Angeles,
California
| $687M | +$40.2M | 2 | 0.82% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $651M | +$128M | 5 | 0.31% | Increased |
|
| 22 |
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| $633M | +$117M | 4 | 7.01% | Increased |
|
| 23 |
APG Asset Management US
New York
| $608M | -$45.7M | 2 | 5.09% | Reduced |
|
| 24 |
Lone Pine Capital
Greenwich,
Connecticut
| $568M | $0 | 1 | 2.76% | Maintained |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $502M | -$11.3M | 3 | 0.51% | Reduced |
|