← 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
$26B +$165M 7 0.45% Increased
2
BlackRock
BlackRock
New York
$19.1B +$457M 8 0.39% Increased
3
State Street
State Street
Massachusetts
$10.9B +$192M 8 0.43% Increased
4
Cohen & Steers
Cohen & Steers
New York
$7.95B -$873M 3 15.05% Reduced
5
Norges Bank
Norges Bank
Norway
$5.28B +$72.4M 4 0.69% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$4.62B +$67.4M 8 0.36% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$2.98B +$69.2M 5 0.18% Increased
8
JP Morgan Chase
JP Morgan Chase
New York
$2.86B -$630M 8 0.21% Reduced
9
Northern Trust
Northern Trust
Illinois
$2.76B +$1.05B 8 0.39% Increased
10
APG Asset Management US
APG Asset Management US
New York
$2.72B -$279M 3 20.66% Reduced
11
Bank of America
Bank of America
North Carolina
$2.67B -$443M 10 0.22% Reduced
12
Principal Financial Group
Principal Financial Group
Iowa
$2.57B +$62.4M 3 1.4% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.51B +$17.8M 7 0.6% Increased
14
Morgan Stanley
Morgan Stanley
New York
$2.26B -$228M 10 0.16% Reduced
15
Charles Schwab
Charles Schwab
California
$2.12B +$72.8M 4 0.39% Increased
16
Legal & General Group
Legal & General Group
United Kingdom
$2.08B -$139M 7 0.55% Reduced
17
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.02B +$74.6M 3 0.23% Increased
18
UBS AM
UBS AM
Illinois
$1.98B -$175M 4 0.46% Reduced
19
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B +$273M 4 0.35% Increased
20
Invesco
Invesco
Georgia
$1.89B +$76.4M 6 0.35% Increased
21
Deutsche Bank
Deutsche Bank
Germany
$1.76B +$193M 5 0.69% Increased
22
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.75B -$80.8M 4 1.66% Reduced
23
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.66B -$33.6M 4 1.79% Reduced
24
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.55B -$178M 3 6.91% Reduced
25
Nuveen
Nuveen
North Carolina
$1.55B +$56.9M 6 0.44% Increased