← 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 Malvern, Pennsylvania	$10.7B	+$150M	7	0.42%	Increased
2	BlackRock New York	$6.48B	+$352M	8	0.28%	Increased
3	Capital World Investors Los Angeles, California	$4.31B	+$668M	3	1.05%	Increased
4	Cohen & Steers New York	$3.56B	-$35.2M	4	10.36%	Reduced
5	State Street Boston, Massachusetts	$3.25B	+$172M	8	0.25%	Increased
6	Bank of America Charlotte, North Carolina	$1.7B	+$44.7M	9	0.27%	Increased
7	Fidelity Investments Boston, Massachusetts	$1.57B	-$98.8M	6	0.18%	Reduced
8	Principal Financial Group Des Moines, Iowa	$1.3B	+$2.62M	6	1.15%	Increased
9	Invesco Atlanta, Georgia	$1.25B	+$28.6M	7	0.39%	Increased
10	JP Morgan Chase New York	$1.23B	-$32.7M	9	0.24%	Reduced
11	Dimensional Fund Advisors Austin, Texas	$1.11B	+$22M	6	0.42%	Increased
12	Goldman Sachs New York	$1.09B	+$138M	7	0.28%	Increased
13	Daiwa Securities Group Tokyo, Japan	$1.06B	-$70M	4	8.86%	Reduced
14	Northern Trust Chicago, Illinois	$998M	+$63.5M	8	0.24%	Increased
15	Edgewood Management Greenwich, Connecticut	$990M	+$15.7M	1	3.31%	Increased
16	Geode Capital Management Boston, Massachusetts	$930M	+$44.4M	7	0.26%	Increased
17	Norges Bank Oslo, Norway	$917M	-$77.1M	6	0.3%	Reduced
18	Capital International Investors Los Angeles, California	$914M	-$54.3M	3	0.42%	Reduced
19	APG Asset Management US New York	$857M	-$57.5M	2	6.68%	Reduced
20	Ameriprise Minneapolis, Minnesota	$806M	-$56M	6	0.28%	Reduced
21	Bank of New York Mellon New York	$806M	-$14.1M	7	0.21%	Reduced
22	Centersquare Investment Management Conshohocken, Pennsylvania	$622M	-$5.9M	6	9.18%	Reduced
23	CBRE Investment Management Listed Real Assets Radnor, Pennsylvania	$598M	-$110M	3	8.13%	Reduced
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$596M	+$94.3M	8	0.3%	Increased
25	American Century Companies Kansas City, Missouri	$515M	-$82.6M	5	0.5%	Reduced