← 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
$21.4B +$396M 8 0.41% Increased
2
BlackRock
BlackRock
New York
$15.2B +$872M 8 0.34% Increased
3
State Street
State Street
Massachusetts
$9.01B +$360M 8 0.39% Increased
4
Cohen & Steers
Cohen & Steers
New York
$7.43B -$118M 3 15.57% Reduced
5
Norges Bank
Norges Bank
Norway
$4.18B -$119M 4 0.62% Reduced
6
Geode Capital Management
Geode Capital Management
Massachusetts
$3.78B +$215M 10 0.33% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$2.77B -$140M 5 0.18% Reduced
8
JP Morgan Chase
JP Morgan Chase
New York
$2.67B +$314M 8 0.22% Increased
9
Bank of America
Bank of America
North Carolina
$2.51B +$115M 10 0.22% Increased
10
APG Asset Management US
APG Asset Management US
New York
$2.5B +$27.1M 3 14.34% Increased
11
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.09B +$47.6M 6 0.55% Increased
12
Principal Financial Group
Principal Financial Group
Iowa
$2.07B +$130M 3 1.23% Increased
13
Morgan Stanley
Morgan Stanley
New York
$1.98B +$147M 10 0.15% Increased
14
Legal & General Group
Legal & General Group
United Kingdom
$1.81B +$84.6M 7 0.51% Increased
15
Charles Schwab
Charles Schwab
California
$1.65B +$147M 4 0.31% Increased
16
Capital International Investors
Capital International Investors
California
$1.63B -$89.4M 1 0.33% Reduced
17
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.55B +$2.48M 3 8.25% Increased
18
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.53B +$29M 4 1.5% Increased
19
Wellington Management Group
Wellington Management Group
Massachusetts
$1.52B +$295M 4 0.27% Increased
20
Invesco
Invesco
Georgia
$1.5B +$27.8M 6 0.32% Increased
21
Northern Trust
Northern Trust
Illinois
$1.5B +$14M 8 0.25% Increased
22
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.44B -$23.1M 5 1.65% Reduced
23
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.34B +$85.2M 3 14.5% Increased
24
Deutsche Bank
Deutsche Bank
Germany
$1.33B -$141M 5 0.6% Reduced
25
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.3B +$129M 3 0.16% Increased