← 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
$17.4B +$130M 7 0.43% Increased
2
BlackRock
BlackRock
New York
$11.7B -$111M 10 0.34% Reduced
3
State Street
State Street
Massachusetts
$7.69B -$105M 9 0.43% Reduced
4
Cohen & Steers
Cohen & Steers
New York
$5.15B -$610M 4 11.84% Reduced
5
Capital International Investors
Capital International Investors
California
$3.08B -$377M 2 0.78% Reduced
6
Norges Bank
Norges Bank
Norway
$3.01B +$117M 5 0.61% Increased
7
Geode Capital Management
Geode Capital Management
Massachusetts
$2.9B +$97.7M 11 0.35% Increased
8
Fidelity Investments
Fidelity Investments
Massachusetts
$2.84B -$20.4M 9 0.25% Reduced
9
JP Morgan Chase
JP Morgan Chase
New York
$2.22B +$51.8M 9 0.24% Increased
10
APG Asset Management US
APG Asset Management US
New York
$2.15B -$32.7M 2 18.9% Reduced
11
Bank of America
Bank of America
North Carolina
$2B +$505M 9 0.22% Increased
12
Principal Financial Group
Principal Financial Group
Iowa
$1.73B +$332M 3 1.24% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.73B +$23.1M 7 0.57% Increased
14
Northern Trust
Northern Trust
Illinois
$1.57B +$38.4M 7 0.3% Increased
15
Morgan Stanley
Morgan Stanley
New York
$1.54B +$56.1M 11 0.16% Increased
16
Legal & General Group
Legal & General Group
United Kingdom
$1.41B -$33.6M 7 0.49% Reduced
17
Charles Schwab
Charles Schwab
California
$1.27B +$5.99M 4 0.36% Increased
18
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.27B +$24.1M 5 1.86% Increased
19
Deutsche Bank
Deutsche Bank
Germany
$1.2B -$178M 5 0.78% Reduced
20
Invesco
Invesco
Georgia
$1.19B -$23.4M 7 0.32% Reduced
21
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.18B +$139M 3 0.17% Increased
22
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.18B +$1.24B 5 1.45% New
23
Capital World Investors
Capital World Investors
California
$1.12B -$97M 1 0.22% Reduced
24
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.09B -$73.1M 3 7.78% Reduced
25
Capital Research Global Investors
Capital Research Global Investors
California
$1.08B +$2.63M 2 0.3% Increased