← 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
Vanguard Group
Pennsylvania
$14B +$193M 8 0.41% Increased
2
BlackRock
BlackRock
New York
$9.04B -$17.9M 11 0.31% Reduced
3
State Street
State Street
Massachusetts
$6.07B +$24.3M 10 0.38% Increased
4
Cohen & Steers
Cohen & Steers
New York
$3.33B +$472M 5 7.46% Increased
5
Capital International Investors
Capital International Investors
California
$2.55B +$305M 2 0.75% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$2.04B +$7.53M 12 0.31% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$1.87B +$56.4M 9 0.19% Increased
8
APG Asset Management US
APG Asset Management US
New York
$1.84B -$31.7M 2 15.04% Reduced
9
Capital World Investors
Capital World Investors
California
$1.67B -$487M 3 0.37% Reduced
10
Northern Trust
Northern Trust
Illinois
$1.33B -$27.3M 9 0.3% Reduced
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.31B +$6.63M 8 0.5% Increased
12
Capital Research Global Investors
Capital Research Global Investors
California
$1.3B -$53.1M 2 0.43% Reduced
13
JP Morgan Chase
JP Morgan Chase
New York
$1.23B -$80.5M 11 0.18% Reduced
14
Invesco
Invesco
Georgia
$1.21B +$409M 9 0.39% Increased
15
Norges Bank
Norges Bank
Norway
$1.21B +$36.3M 6 0.32% Increased
16
Principal Financial Group
Principal Financial Group
Iowa
$1.15B +$69.9M 4 0.91% Increased
17
Morgan Stanley
Morgan Stanley
New York
$1.08B -$29.5M 13 0.15% Reduced
18
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.05B +$182M 6 1.79% Increased
19
Goldman Sachs
Goldman Sachs
New York
$1.04B +$124M 10 0.26% Increased
20
Legal & General Group
Legal & General Group
United Kingdom
$1.03B -$42.8M 9 0.4% Reduced
21
Bank of America
Bank of America
North Carolina
$1.01B +$85.4M 10 0.12% Increased
22
Charles Schwab
Charles Schwab
California
$971M +$24.3M 6 0.35% Increased
23
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$963M -$110M 5 1.43% Reduced
24
Bank of New York Mellon
Bank of New York Mellon
New York
$942M +$11.7M 7 0.23% Increased
25
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$936M -$142M 4 0.15% Reduced