← 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
$11.3B +$335M 7 0.44% Increased
2
BlackRock
BlackRock
New York
$6.97B +$264M 8 0.31% Increased
3
Capital World Investors
Capital World Investors
California
$5.51B +$312M 3 1.34% Increased
4
State Street
State Street
Massachusetts
$3.81B +$375M 8 0.3% Increased
5
Cohen & Steers
Cohen & Steers
New York
$3.54B -$21.9M 4 9.83% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.8B +$57.5M 5 0.22% Increased
7
Edgewood Management
Edgewood Management
Connecticut
$1.63B +$270M 1 5.71% Increased
8
Capital International Investors
Capital International Investors
California
$1.5B +$379M 3 0.65% Increased
9
Bank of America
Bank of America
North Carolina
$1.47B -$160M 9 0.23% Reduced
10
Principal Financial Group
Principal Financial Group
Iowa
$1.26B -$96.6M 6 1.17% Reduced
11
Invesco
Invesco
Georgia
$1.19B -$30.2M 7 0.4% Reduced
12
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.17B +$17.9M 6 0.46% Increased
13
APG Asset Management US
APG Asset Management US
New York
$1.16B +$268M 2 8.51% Increased
14
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.15B +$58.8M 4 10.02% Increased
15
Northern Trust
Northern Trust
Illinois
$1.13B +$35.6M 8 0.28% Increased
16
Geode Capital Management
Geode Capital Management
Massachusetts
$1.12B +$80.7M 8 0.29% Increased
17
JP Morgan Chase
JP Morgan Chase
New York
$1.06B -$23.8M 8 0.22% Reduced
18
Goldman Sachs
Goldman Sachs
New York
$979M +$11.9M 8 0.3% Increased
19
Norges Bank
Norges Bank
Norway
$840M -$28.4M 7 0.27% Reduced
20
Bank of New York Mellon
Bank of New York Mellon
New York
$769M +$2.28M 7 0.22% Increased
21
Wellington Management Group
Wellington Management Group
Massachusetts
$732M +$237M 4 0.17% Increased
22
Parnassus Investments
Parnassus Investments
California
$707M +$2.98M 2 2.79% Increased
23
Morgan Stanley
Morgan Stanley
New York
$695M +$142M 9 0.2% Increased
24
American Century Companies
American Century Companies
Missouri
$691M +$75.4M 3 0.7% Increased
25
Ameriprise
Ameriprise
Minnesota
$612M -$165M 4 0.28% Reduced