← 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	$15.1B	-$253M	7	0.41%	Reduced
2	BlackRock New York	$10.1B	+$106M	10	0.32%	Increased
3	State Street Boston, Massachusetts	$6.77B	+$45.5M	9	0.4%	Increased
4	Cohen & Steers New York	$4.35B	+$814M	4	9.6%	Increased
5	Capital International Investors Los Angeles, California	$2.95B	+$39.4M	2	0.79%	Increased
6	Geode Capital Management Boston, Massachusetts	$2.25B	-$3.61M	11	0.32%	Reduced
7	Fidelity Investments Boston, Massachusetts	$2.08B	+$68.9M	9	0.21%	Increased
8	APG Asset Management US New York	$1.95B	-$25.3M	2	15.8%	Reduced
9	Capital World Investors Los Angeles, California	$1.67B	-$153M	2	0.36%	Reduced
10	Principal Financial Group Des Moines, Iowa	$1.43B	+$172M	3	1.08%	Increased
11	Northern Trust Chicago, Illinois	$1.37B	-$93.9M	8	0.29%	Reduced
12	Morgan Stanley New York	$1.34B	+$128M	13	0.15%	Increased
13	Capital Research Global Investors Los Angeles, California	$1.33B	-$85.6M	2	0.4%	Reduced
14	JP Morgan Chase New York	$1.33B	-$33M	11	0.17%	Reduced
15	Norges Bank Oslo, Norway	$1.29B	-$26.9M	5	0.31%	Reduced
16	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.18B	+$109M	5	1.71%	Increased
17	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.18B	+$35.6M	6	2.09%	Increased
18	Invesco Atlanta, Georgia	$1.16B	-$144M	8	0.34%	Reduced
19	T. Rowe Price Associates Baltimore, Maryland	$1.16B	+$89.4M	3	0.19%	Increased
20	Legal & General Group London, United Kingdom	$1.14B	+$3.37M	8	0.44%	Increased
21	Charles Schwab San Francisco, California	$1.09B	+$18.4M	4	0.35%	Increased
22	Bank of New York Mellon New York	$962M	-$75.8M	5	0.22%	Reduced
23	Deutsche Bank Frankfurt Am Main Ge, Germany	$935M	-$80.8M	7	0.54%	Reduced
24	Goldman Sachs New York	$935M	-$202M	9	0.23%	Reduced
25	American Century Companies Kansas City, Missouri	$907M	-$9.63M	7	0.74%	Reduced