← 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	$22.5B	+$168M	10	0.51%	Increased
2	BlackRock New York	$15.3B	+$418M	12	0.39%	Increased
3	State Street Boston, Massachusetts	$8.74B	+$629M	12	0.41%	Increased
4	Capital World Investors Los Angeles, California	$4.69B	-$911M	3	0.74%	Reduced
5	Capital International Investors Los Angeles, California	$4.07B	+$50.8M	2	0.86%	Increased
6	Cohen & Steers New York	$4.03B	-$1.51B	6	6.54%	Reduced
7	Fidelity Investments Boston, Massachusetts	$3.26B	-$883M	8	0.24%	Reduced
8	APG Asset Management US New York	$3.06B	+$73.1M	2	16.34%	Increased
9	Geode Capital Management Boston, Massachusetts	$3.04B	+$112M	12	0.37%	Increased
10	Northern Trust Chicago, Illinois	$2.4B	-$59.8M	10	0.39%	Reduced
11	Capital Research Global Investors Los Angeles, California	$2.19B	-$288M	2	0.48%	Reduced
12	Edgewood Management Greenwich, Connecticut	$2.15B	-$9.02M	2	3.52%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$2.07B	-$2.49M	8	0.63%	Reduced
14	JP Morgan Chase New York	$2B	+$6.7M	11	0.23%	Increased
15	Goldman Sachs New York	$1.83B	+$465M	10	0.36%	Increased
16	Principal Financial Group Des Moines, Iowa	$1.77B	-$90M	6	1.06%	Reduced
17	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.76B	-$63.7M	8	1.76%	Reduced
18	Legal & General Group London, United Kingdom	$1.67B	-$8.55M	9	0.51%	Reduced
19	Bank of America Charlotte, North Carolina	$1.61B	-$15.8M	13	0.16%	Reduced
20	Invesco Atlanta, Georgia	$1.58B	-$333M	10	0.38%	Reduced
21	Charles Schwab San Francisco, California	$1.5B	+$65.4M	7	0.44%	Increased
22	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.43B	+$22.9M	7	1.52%	Increased
23	Bank of New York Mellon New York	$1.42B	-$79.1M	9	0.26%	Reduced
24	Nuveen Charlotte, North Carolina	$1.39B	-$223M	8	0.41%	Reduced
25	Morgan Stanley New York	$1.34B	-$150M	14	0.17%	Reduced