← 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
$10.4B -$412M 7 0.44% Reduced
2
BlackRock
BlackRock
New York
$6.08B -$49.8M 8 0.28% Reduced
3
Capital World Investors
Capital World Investors
California
$3.67B +$389M 3 0.79% Increased
4
Cohen & Steers
Cohen & Steers
New York
$3.54B +$183M 4 10.12% Increased
5
State Street
State Street
Massachusetts
$3.06B +$3.1M 8 0.26% Increased
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B -$326M 5 0.19% Reduced
7
Bank of America
Bank of America
North Carolina
$1.64B -$50.3M 8 0.27% Reduced
8
Principal Financial Group
Principal Financial Group
Iowa
$1.29B +$147M 5 1.18% Increased
9
JP Morgan Chase
JP Morgan Chase
New York
$1.25B -$21.4M 9 0.26% Reduced
10
Invesco
Invesco
Georgia
$1.2B +$128M 7 0.4% Increased
11
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.11B -$44.4M 4 8.75% Reduced
12
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.08B +$18.8M 6 0.43% Increased
13
Norges Bank
Norges Bank
Norway
$982M -$69.3M 6 0.34% Reduced
14
Edgewood Management
Edgewood Management
Connecticut
$968M +$18.3M 1 3.51% Increased
15
Capital International Investors
Capital International Investors
California
$961M +$149M 3 1.09% Increased
16
Goldman Sachs
Goldman Sachs
New York
$938M -$137M 8 0.25% Reduced
17
Northern Trust
Northern Trust
Illinois
$929M +$81.7K 8 0.24% Increased
18
APG Asset Management US
APG Asset Management US
New York
$908M +$207M 3 7.06% Increased
19
Geode Capital Management
Geode Capital Management
Massachusetts
$880M +$50.9M 7 0.27% Increased
20
Ameriprise
Ameriprise
Minnesota
$852M +$131M 6 0.38% Increased
21
Bank of New York Mellon
Bank of New York Mellon
New York
$811M +$29.1M 7 0.22% Increased
22
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$684M -$7.2M 4 8.93% Reduced
23
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$613M -$2.87M 5 8.64% Reduced
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$611M +$126M 4 0.09% Increased
25
American Century Companies
American Century Companies
Missouri
$594M +$82.5M 5 0.6% Increased