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
| $17.5B | -$153M | 7 | 0.58% | Reduced |
|
| 2 |
BlackRock
New York
| $10.9B | +$381M | 9 | 0.4% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $6.62B | +$231M | 4 | 1.45% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $5.77B | -$438M | 9 | 0.39% | Reduced |
|
| 5 |
Cohen & Steers
New York
| $3.96B | -$26.9M | 5 | 10.53% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $3.23B | -$144M | 8 | 0.33% | Reduced |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $2.84B | +$268M | 2 | 0.88% | Increased |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $2.6B | -$21.2M | 2 | 0.78% | Reduced |
|
| 9 |
Edgewood Management
Greenwich,
Connecticut
| $2.24B | +$15.6M | 2 | 4.94% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $2.11B | +$57.1M | 8 | 0.46% | Increased |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $2.07B | +$26.3M | 8 | 0.41% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $2.01B | +$353M | 10 | 0.34% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $1.87B | +$8.14M | 9 | 0.25% | Increased |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $1.87B | +$48.3M | 7 | 0.72% | Increased |
|
| 15 |
Principal Financial Group
Des Moines,
Iowa
| $1.84B | -$85M | 6 | 1.55% | Reduced |
|
| 16 |
APG Asset Management US
New York
| $1.82B | +$140M | 3 | 14.64% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $1.6B | -$53.8M | 8 | 0.68% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $1.4B | -$130M | 7 | 0.47% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $1.38B | +$16.6M | 7 | 0.37% | Increased |
|
| 20 |
Goldman Sachs
New York
| $1.32B | -$148M | 8 | 0.38% | Reduced |
|
| 21 |
STT
Singapore Technologies Telemedia
Singapore
| $1.3B | $0 | 1 | 100% | Maintained |
|
| 22 |
GQG Partners
Ft. Lauderdale,
Florida
| $1.29B | +$395M | 2 | 4.42% | Increased |
|
| 23 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1.2B | +$71M | 6 | 1.88% | Increased |
|
| 24 |
Bank of New York Mellon
New York
| $1.18B | +$40.2M | 6 | 0.29% | Increased |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $1.15B | -$161M | 5 | 1.02% | Reduced |
|