← 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
$19.5B -$15.4M 7 0.43% Reduced
2
BlackRock
BlackRock
New York
$13.6B +$492M 9 0.35% Increased
3
State Street
State Street
Massachusetts
$8.86B +$222M 9 0.43% Increased
4
Cohen & Steers
Cohen & Steers
New York
$6.68B +$827M 3 13.52% Increased
5
Norges Bank
Norges Bank
Norway
$3.95B +$569M 4 0.69% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$3.27B +$27.9M 10 0.34% Increased
7
Capital International Investors
Capital International Investors
California
$2.7B -$686M 1 0.61% Reduced
8
Fidelity Investments
Fidelity Investments
Massachusetts
$2.66B -$492M 6 0.2% Reduced
9
APG Asset Management US
APG Asset Management US
New York
$2.38B $0 2 14.6% Maintained
10
Bank of America
Bank of America
North Carolina
$2.09B -$132M 9 0.21% Reduced
11
JP Morgan Chase
JP Morgan Chase
New York
$1.97B -$481M 10 0.19% Reduced
12
Principal Financial Group
Principal Financial Group
Iowa
$1.96B +$40.1M 3 1.25% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.92B -$13.7M 6 0.56% Reduced
14
Legal & General Group
Legal & General Group
United Kingdom
$1.66B +$79.7M 6 0.52% Increased
15
Morgan Stanley
Morgan Stanley
New York
$1.65B -$69.9M 10 0.14% Reduced
16
Deutsche Bank
Deutsche Bank
Germany
$1.49B +$134M 6 0.76% Increased
17
Northern Trust
Northern Trust
Illinois
$1.47B -$269M 8 0.27% Reduced
18
Charles Schwab
Charles Schwab
California
$1.43B +$4.28M 4 0.36% Increased
19
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.34B -$38.5M 4 1.7% Reduced
20
Invesco
Invesco
Georgia
$1.34B -$7.16M 7 0.32% Reduced
21
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.34B +$20.5M 4 1.48% Increased
22
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.31B +$80.9M 3 8.17% Increased
23
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.21B -$93.2M 3 0.16% Reduced
24
Capital Research Global Investors
Capital Research Global Investors
California
$1.2B -$119K 2 0.29% Reduced
25
UBS AM
UBS AM
Illinois
$1.19B +$69.3M 3 0.47% Increased