← 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	$16.8B	+$530M	7	0.6%	Increased
2	BlackRock New York	$10.1B	+$161M	8	0.4%	Increased
3	Capital World Investors Los Angeles, California	$6.11B	+$145M	3	1.48%	Increased
4	State Street Boston, Massachusetts	$5.9B	+$74.2M	8	0.43%	Increased
5	Cohen & Steers New York	$3.8B	-$58.5M	5	10.62%	Reduced
6	Fidelity Investments Boston, Massachusetts	$3.2B	-$21.6M	7	0.35%	Reduced
7	Capital Research Global Investors Los Angeles, California	$2.49B	+$773M	2	0.79%	Increased
8	Capital International Investors Los Angeles, California	$2.41B	+$159M	2	0.79%	Increased
9	Edgewood Management Greenwich, Connecticut	$2.06B	+$93.3M	2	4.98%	Increased
10	Northern Trust Chicago, Illinois	$1.95B	+$136M	8	0.46%	Increased
11	Geode Capital Management Boston, Massachusetts	$1.94B	+$48.9M	8	0.42%	Increased
12	Principal Financial Group Des Moines, Iowa	$1.84B	-$94.3M	6	1.62%	Reduced
13	Bank of America Charlotte, North Carolina	$1.79B	-$37.5M	9	0.27%	Reduced
14	Nuveen Charlotte, North Carolina	$1.74B	-$26M	7	0.71%	Reduced
15	APG Asset Management US New York	$1.62B	+$183M	3	13.47%	Increased
16	Dimensional Fund Advisors Austin, Texas	$1.57B	-$50.4M	8	0.69%	Reduced
17	JP Morgan Chase New York	$1.55B	-$128M	8	0.3%	Reduced
18	Invesco Atlanta, Georgia	$1.47B	-$30.6M	7	0.53%	Reduced
19	Goldman Sachs New York	$1.4B	-$252M	9	0.43%	Reduced
20	Norges Bank Oslo, Norway	$1.29B	+$111M	6	0.37%	Increased
21	STT Singapore Technologies Telemedia Singapore	$1.26B	$0	1	100%	Maintained
22	American Century Companies Kansas City, Missouri	$1.23B	-$35.2M	5	1.17%	Reduced
23	Bank of New York Mellon New York	$1.09B	-$6.84M	6	0.29%	Reduced
24	Pictet Asset Management (UK) London, United Kingdom	$1.07B	-$84M	6	1.84%	Reduced
25	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.04B	+$39.8M	5	0.74%	Increased