← 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	$19.7B	+$205M	10	0.49%	Increased
2	BlackRock New York	$13.2B	+$422M	13	0.37%	Increased
3	State Street Boston, Massachusetts	$7.11B	+$635M	11	0.38%	Increased
4	Cohen & Steers New York	$4.88B	+$53.8M	4	9.11%	Increased
5	Capital World Investors Los Angeles, California	$4.76B	-$70.8M	4	0.81%	Reduced
6	Fidelity Investments Boston, Massachusetts	$3.61B	-$206M	8	0.29%	Reduced
7	Capital International Investors Los Angeles, California	$3.53B	+$173M	2	0.81%	Increased
8	Geode Capital Management Boston, Massachusetts	$2.59B	+$83.2M	11	0.35%	Increased
9	APG Asset Management US New York	$2.58B	+$299M	2	15.83%	Increased
10	Capital Research Global Investors Los Angeles, California	$2.2B	-$143M	2	0.51%	Reduced
11	Northern Trust Chicago, Illinois	$2.18B	+$80.5M	10	0.39%	Increased
12	Edgewood Management Greenwich, Connecticut	$2.01B	+$1.5M	2	3.38%	Increased
13	Dimensional Fund Advisors Austin, Texas	$1.83B	-$11.9M	8	0.59%	Reduced
14	JP Morgan Chase New York	$1.77B	-$44.5M	11	0.22%	Reduced
15	Invesco Atlanta, Georgia	$1.75B	-$218M	9	0.44%	Reduced
16	Principal Financial Group Des Moines, Iowa	$1.7B	-$86.5M	6	1.11%	Reduced
17	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.67B	+$1.77B	7	1.84%	New
18	Legal & General Group London, United Kingdom	$1.5B	+$210M	9	0.49%	Increased
19	Nuveen Charlotte, North Carolina	$1.49B	-$162M	8	0.46%	Reduced
20	Bank of America Charlotte, North Carolina	$1.43B	-$69.9M	13	0.15%	Reduced
21	Morgan Stanley New York	$1.35B	-$70.9M	13	0.18%	Reduced
22	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.33B	+$313M	7	1.51%	Increased
23	Bank of New York Mellon New York	$1.33B	+$21.7M	9	0.26%	Increased
24	Charles Schwab San Francisco, California	$1.26B	+$37.3M	7	0.41%	Increased
25	Goldman Sachs New York	$1.25B	+$312M	9	0.27%	Increased