← 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
$24.5B +$278M 8 0.4% Increased
2
BlackRock
BlackRock
New York
$18.5B +$337M 9 0.35% Increased
3
State Street
State Street
Massachusetts
$10.3B +$263M 8 0.39% Increased
4
Cohen & Steers
Cohen & Steers
New York
$7.35B +$139M 3 13.48% Increased
5
Norges Bank
Norges Bank
Norway
$5.19B +$134M 5 0.65% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$4.37B +$10.7M 9 0.31% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$3.54B +$286M 7 0.2% Increased
8
JP Morgan Chase
JP Morgan Chase
New York
$2.96B +$205M 8 0.19% Increased
9
Northern Trust
Northern Trust
Illinois
$2.52B -$61.5M 8 0.35% Reduced
10
APG Asset Management US
APG Asset Management US
New York
$2.49B +$9.51M 3 18.65% Increased
11
Principal Financial Group
Principal Financial Group
Iowa
$2.45B +$146M 3 1.29% Increased
12
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.39B +$134M 5 2.05% Increased
13
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.34B +$7.55M 7 0.54% Increased
14
Bank of America
Bank of America
North Carolina
$2.2B -$33.8M 10 0.16% Reduced
15
Morgan Stanley
Morgan Stanley
New York
$2.04B -$46.9M 10 0.13% Reduced
16
Legal & General Group
Legal & General Group
United Kingdom
$1.93B -$7.62M 7 0.48% Reduced
17
Charles Schwab
Charles Schwab
California
$1.9B +$60.7M 4 0.33% Increased
18
Invesco
Invesco
Georgia
$1.82B +$52M 6 0.31% Increased
19
Deutsche Bank
Deutsche Bank
Germany
$1.62B +$92.9M 6 0.6% Increased
20
Pictet Asset Management
Pictet Asset Management
Switzerland
$1.51B -$138M 4 1.53% Reduced
21
Goldman Sachs
Goldman Sachs
New York
$1.5B +$38.1M 7 0.2% Increased
22
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.44B +$2.19M 3 14.95% Increased
23
Amundi
Amundi
France
$1.41B +$69.5M 4 0.49% Increased
24
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.4B +$19.1M 3 5.19% Increased
25
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.39B +$60.7M 3 0.16% Increased