← 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
$14.9B +$699M 7 0.63% Increased
2
BlackRock
BlackRock
New York
$9.03B +$572M 8 0.44% Increased
3
Capital World Investors
Capital World Investors
California
$5.62B -$368M 3 1.63% Reduced
4
State Street
State Street
Massachusetts
$5.37B +$548M 8 0.47% Increased
5
Cohen & Steers
Cohen & Steers
New York
$3.5B -$237M 4 11.3% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$2.96B +$56.2M 7 0.41% Increased
7
Capital International Investors
Capital International Investors
California
$2.06B -$94M 2 0.84% Reduced
8
Principal Financial Group
Principal Financial Group
Iowa
$1.75B +$285M 6 1.94% Increased
9
Edgewood Management
Edgewood Management
Connecticut
$1.75B -$365M 2 5.8% Reduced
10
Geode Capital Management
Geode Capital Management
Massachusetts
$1.74B +$156M 8 0.45% Increased
11
Bank of America
Bank of America
North Carolina
$1.69B +$108M 10 0.3% Increased
12
Northern Trust
Northern Trust
Illinois
$1.66B +$156M 8 0.48% Increased
13
Capital Research Global Investors
Capital Research Global Investors
California
$1.6B +$366M 2 0.63% Increased
14
Nuveen
Nuveen
North Carolina
$1.55B +$203M 7 0.75% Increased
15
JP Morgan Chase
JP Morgan Chase
New York
$1.52B +$185M 8 0.36% Increased
16
Goldman Sachs
Goldman Sachs
New York
$1.51B +$188M 8 0.53% Increased
17
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.48B +$7.55M 8 0.77% Increased
18
APG Asset Management US
APG Asset Management US
New York
$1.38B -$1.54M 3 12.62% Reduced
19
Invesco
Invesco
Georgia
$1.36B +$109M 7 0.57% Increased
20
Wellington Management Group
Wellington Management Group
Massachusetts
$1.1B +$214M 5 0.29% Increased
21
American Century Companies
American Century Companies
Missouri
$1.07B -$7.32M 4 1.28% Reduced
22
Norges Bank
Norges Bank
Norway
$1.05B +$101M 6 0.37% Increased
23
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$1.03B +$269M 6 2.21% Increased
24
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.02B -$201M 4 10.57% Reduced
25
Bank of New York Mellon
Bank of New York Mellon
New York
$999M +$83.1M 6 0.33% Increased