← 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	$19.8B	+$185M	9	0.49%	Increased
2	BlackRock New York	$13.1B	+$517M	11	0.36%	Increased
3	State Street Boston, Massachusetts	$6.67B	+$473M	10	0.35%	Increased
4	Capital World Investors Los Angeles, California	$4.93B	-$526M	4	0.84%	Reduced
5	Cohen & Steers New York	$4.82B	+$450M	5	9.16%	Increased
6	Fidelity Investments Boston, Massachusetts	$3.89B	+$108M	9	0.3%	Increased
7	Capital International Investors Los Angeles, California	$3.46B	+$206M	2	0.79%	Increased
8	Geode Capital Management Boston, Massachusetts	$2.55B	+$100M	10	0.35%	Increased
9	Capital Research Global Investors Los Angeles, California	$2.4B	-$316M	2	0.56%	Reduced
10	APG Asset Management US New York	$2.35B	+$204M	2	14.57%	Increased
11	Northern Trust Chicago, Illinois	$2.15B	+$57M	9	0.38%	Increased
12	Edgewood Management Greenwich, Connecticut	$2.04B	-$298M	2	3.46%	Reduced
13	Invesco Atlanta, Georgia	$1.99B	+$157M	9	0.49%	Increased
14	Dimensional Fund Advisors Austin, Texas	$1.87B	+$1.63M	8	0.59%	Increased
15	JP Morgan Chase New York	$1.85B	-$166M	12	0.22%	Reduced
16	Principal Financial Group Des Moines, Iowa	$1.81B	+$109M	6	1.17%	Increased
17	Nuveen Charlotte, North Carolina	$1.75B	-$57.9M	8	0.52%	Reduced
18	Pictet Asset Management (UK) London, United Kingdom	$1.5B	+$376M	7	1.64%	Increased
19	Bank of America Charlotte, North Carolina	$1.5B	+$46.6M	13	0.16%	Increased
20	Morgan Stanley New York	$1.48B	+$288M	13	0.19%	Increased
21	T. Rowe Price Associates Baltimore, Maryland	$1.43B	+$319M	5	0.13%	Increased
22	American Century Companies Kansas City, Missouri	$1.35B	-$96.5M	6	0.92%	Reduced
23	Legal & General Group London, United Kingdom	$1.34B	+$144M	9	0.45%	Increased
24	Bank of New York Mellon New York	$1.32B	+$77.6M	8	0.26%	Increased
25	STT Singapore Technologies Telemedia Singapore	$1.24B	$0	1	100%	Maintained