← 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
$22.6B +$188M 9 0.33% Increased
2
BlackRock
BlackRock
New York
$17.1B +$270M 12 0.29% Increased
3
State Street
State Street
Massachusetts
$9.42B -$6.89M 10 0.32% Reduced
4
Cohen & Steers
Cohen & Steers
New York
$7.9B +$1.38B 3 14.28% Increased
5
Norges Bank
Norges Bank
Norway
$4.82B +$5.11B 4 0.52% New
6
Geode Capital Management
Geode Capital Management
Massachusetts
$4.09B +$77.8M 10 0.25% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$3.49B +$31.7M 8 0.18% Increased
8
JP Morgan Chase
JP Morgan Chase
New York
$2.61B -$543M 10 0.16% Reduced
9
Principal Financial Group
Principal Financial Group
Iowa
$2.42B +$140M 3 1.23% Increased
10
Northern Trust
Northern Trust
Illinois
$2.4B +$45.1M 10 0.31% Increased
11
APG Asset Management US
APG Asset Management US
New York
$2.3B -$9.71M 3 18.04% Reduced
12
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.29B -$31.9M 4 1.53% Reduced
13
Bank of America
Bank of America
North Carolina
$2.13B +$95.3M 12 0.15% Increased
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.07B +$43.2M 7 0.43% Increased
15
Charles Schwab
Charles Schwab
California
$1.95B +$114M 5 0.3% Increased
16
Morgan Stanley
Morgan Stanley
New York
$1.9B +$41.6M 13 0.11% Increased
17
Legal & General Group
Legal & General Group
United Kingdom
$1.85B +$142M 9 0.41% Increased
18
Invesco
Invesco
Georgia
$1.69B +$78.1M 7 0.16% Increased
19
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.69B +$193M 5 0.18% Increased
20
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.41B +$46.6M 3 13.95% Increased
21
Deutsche Bank
Deutsche Bank
Germany
$1.4B +$90.1M 7 0.46% Increased
22
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.39B +$134M 4 4.43% Increased
23
Goldman Sachs
Goldman Sachs
New York
$1.24B -$403M 10 0.15% Reduced
24
Nuveen
Nuveen
North Carolina
$1.17B +$11.9M 8 0.31% Increased
25
Amundi
Amundi
France
$1.13B +$137M 4 0.31% Increased