← 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
$21B +$344M 8 0.42% Increased
2
BlackRock
BlackRock
New York
$14.4B +$90.5M 9 0.34% Increased
3
State Street
State Street
Massachusetts
$8.72B -$575M 8 0.39% Reduced
4
Cohen & Steers
Cohen & Steers
New York
$7.33B +$145M 3 15.34% Increased
5
Norges Bank
Norges Bank
Norway
$4.25B +$84.4M 4 0.67% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$3.57B +$105M 10 0.33% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$2.99B +$208M 5 0.2% Increased
8
APG Asset Management US
APG Asset Management US
New York
$2.44B -$5.3M 2 14.11% Reduced
9
Bank of America
Bank of America
North Carolina
$2.36B +$148M 7 0.21% Increased
10
JP Morgan Chase
JP Morgan Chase
New York
$2.33B +$246M 9 0.2% Increased
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.05B +$28.5M 6 0.56% Increased
12
Principal Financial Group
Principal Financial Group
Iowa
$2.02B -$28.9M 3 1.18% Reduced
13
Capital International Investors
Capital International Investors
California
$1.87B -$914M 1 0.38% Reduced
14
Morgan Stanley
Morgan Stanley
New York
$1.81B +$67M 10 0.14% Increased
15
Legal & General Group
Legal & General Group
United Kingdom
$1.74B -$5.07M 7 0.5% Reduced
16
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.52B +$107M 3 8.55% Increased
17
Charles Schwab
Charles Schwab
California
$1.5B -$8.73M 4 0.35% Reduced
18
Northern Trust
Northern Trust
Illinois
$1.5B -$56.6M 8 0.26% Reduced
19
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.49B +$77.2M 5 1.62% Increased
20
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.49B +$104M 4 1.56% Increased
21
Invesco
Invesco
Georgia
$1.48B +$66.1M 6 0.32% Increased
22
Deutsche Bank
Deutsche Bank
Germany
$1.46B -$122M 6 0.68% Reduced
23
Wellington Management Group
Wellington Management Group
Massachusetts
$1.28B +$174M 5 0.23% Increased
24
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.26B +$4.78M 3 0.15% Increased
25
UBS AM
UBS AM
Illinois
$1.24B -$12.4M 3 0.44% Reduced