← 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
$17.6B -$198M 7 0.42% Reduced
2
BlackRock
BlackRock
New York
$12.1B +$173M 10 0.33% Increased
3
State Street
State Street
Massachusetts
$7.96B +$117M 8 0.42% Increased
4
Cohen & Steers
Cohen & Steers
New York
$5.66B +$49.7M 4 11.93% Increased
5
Capital International Investors
Capital International Investors
California
$3.7B -$174K 2 0.89% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$2.92B +$413M 7 0.25% Increased
7
Norges Bank
Norges Bank
Norway
$2.91B +$1.07B 5 0.57% Increased
8
Geode Capital Management
Geode Capital Management
Massachusetts
$2.85B +$135M 10 0.34% Increased
9
JP Morgan Chase
JP Morgan Chase
New York
$2.2B +$332M 7 0.24% Increased
10
APG Asset Management US
APG Asset Management US
New York
$2.19B -$52.6M 2 17.5% Reduced
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.74B +$23.2M 7 0.55% Increased
12
Northern Trust
Northern Trust
Illinois
$1.56B -$34.5M 8 0.3% Reduced
13
Bank of America
Bank of America
North Carolina
$1.5B +$286M 8 0.16% Increased
14
Morgan Stanley
Morgan Stanley
New York
$1.48B -$118M 11 0.15% Reduced
15
Legal & General Group
Legal & General Group
United Kingdom
$1.48B +$101M 7 0.48% Increased
16
Principal Financial Group
Principal Financial Group
Iowa
$1.43B -$144M 3 0.98% Reduced
17
Deutsche Bank
Deutsche Bank
Germany
$1.4B +$101M 4 0.75% Increased
18
Charles Schwab
Charles Schwab
California
$1.29B -$11.1M 3 0.37% Reduced
19
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.23B -$41.4M 6 1.87% Reduced
20
Invesco
Invesco
Georgia
$1.21B +$48.4M 7 0.32% Increased
21
Capital World Investors
Capital World Investors
California
$1.16B -$675M 2 0.22% Reduced
22
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.15B +$36.9M 3 7.6% Increased
23
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$1.14B -$174M 5 1.35% Reduced
24
Capital Research Global Investors
Capital Research Global Investors
California
$1.12B -$259M 2 0.3% Reduced
25
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.1B -$163M 3 0.15% Reduced