← 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
$10.3B -$528M 7 0.45% Reduced
2
BlackRock
BlackRock
New York
$5.81B +$22.8M 8 0.28% Increased
3
Cohen & Steers
Cohen & Steers
New York
$3.17B -$3.33M 4 9.7% Reduced
4
Capital World Investors
Capital World Investors
California
$3.1B +$361M 3 0.7% Increased
5
State Street
State Street
Massachusetts
$2.9B -$46M 8 0.25% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.92B +$146M 5 0.23% Increased
7
Bank of America
Bank of America
North Carolina
$1.6B +$13.7M 8 0.27% Increased
8
JP Morgan Chase
JP Morgan Chase
New York
$1.21B +$234M 9 0.26% Increased
9
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.11B -$116M 5 8.86% Reduced
10
Principal Financial Group
Principal Financial Group
Iowa
$1.09B +$102M 5 1.04% Increased
11
Goldman Sachs
Goldman Sachs
New York
$1.02B -$203M 6 0.26% Reduced
12
Norges Bank
Norges Bank
Norway
$1.01B -$160M 6 0.37% Reduced
13
Invesco
Invesco
Georgia
$1.01B -$127M 7 0.38% Reduced
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.01B +$34.4M 6 0.42% Increased
15
Edgewood Management
Edgewood Management
Connecticut
$923M +$151M 1 3.68% Increased
16
Northern Trust
Northern Trust
Illinois
$885M -$1.11M 8 0.23% Reduced
17
Geode Capital Management
Geode Capital Management
Massachusetts
$788M +$47.1M 7 0.26% Increased
18
Capital International Investors
Capital International Investors
California
$757M -$3.52M 2 0.88% Reduced
19
Bank of New York Mellon
Bank of New York Mellon
New York
$742M -$538M 7 0.21% Reduced
20
Ameriprise
Ameriprise
Minnesota
$681M +$160M 7 0.31% Increased
21
APG Asset Management US
APG Asset Management US
New York
$649M +$107M 3 5.56% Increased
22
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$647M -$73.6M 4 8.36% Reduced
23
Janus Henderson Group
Janus Henderson Group
$606M +$123M 5 0.36% Increased
24
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$577M +$589M 5 9% New
25
Deutsche Bank
Deutsche Bank
Germany
$524M +$17.8M 8 0.25% Increased