← 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
$9.36B -$18.7M 7 0.42% Reduced
2
BlackRock
BlackRock
New York
$5.72B +$62.7M 8 0.29% Increased
3
Capital World Investors
Capital World Investors
California
$4.48B +$624M 3 1.21% Increased
4
Cohen & Steers
Cohen & Steers
New York
$3.08B -$42.7M 4 9.8% Reduced
5
State Street
State Street
Massachusetts
$2.92B +$42.4M 8 0.27% Increased
6
Bank of America
Bank of America
North Carolina
$1.45B -$97.8M 8 0.25% Reduced
7
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B +$76.8M 5 0.19% Increased
8
Principal Financial Group
Principal Financial Group
Iowa
$1.13B +$44.3M 6 1.2% Increased
9
Invesco
Invesco
Georgia
$1.04B -$26.4M 7 0.4% Reduced
10
Edgewood Management
Edgewood Management
Connecticut
$1.04B +$254M 1 4.26% Increased
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$976M +$4.3M 6 0.44% Increased
12
Capital International Investors
Capital International Investors
California
$939M +$106M 3 0.47% Increased
13
Northern Trust
Northern Trust
Illinois
$927M +$56.1M 8 0.26% Increased
14
Daiwa Securities Group
Daiwa Securities Group
Japan
$927M -$1.83M 4 8.89% Reduced
15
JP Morgan Chase
JP Morgan Chase
New York
$914M -$184M 9 0.21% Reduced
16
Geode Capital Management
Geode Capital Management
Massachusetts
$879M +$65M 8 0.27% Increased
17
Goldman Sachs
Goldman Sachs
New York
$837M -$112M 7 0.27% Reduced
18
APG Asset Management US
APG Asset Management US
New York
$793M -$18M 2 6.64% Reduced
19
Norges Bank
Norges Bank
Norway
$731M -$61.7M 7 0.27% Reduced
20
Ameriprise
Ameriprise
Minnesota
$673M -$24.7M 5 0.34% Reduced
21
Bank of New York Mellon
Bank of New York Mellon
New York
$655M -$48.1M 7 0.21% Reduced
22
Parnassus Investments
Parnassus Investments
California
$637M +$215M 2 2.77% Increased
23
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$543M +$18.8M 6 8.67% Increased
24
Morgan Stanley
Morgan Stanley
New York
$489M +$60.6M 9 0.15% Increased
25
Deutsche Bank
Deutsche Bank
Germany
$468M -$51.5M 8 0.33% Reduced