← 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
BlackRock
BlackRock
New York
$21.5B +$460M 12 0.38% Increased
2
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$13.8B +$12.9B 5 0.72% New
3
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$12.1B +$11.3B 9 0.3% New
4
State Street
State Street
Massachusetts
$11.5B -$109M 10 0.4% Reduced
5
Cohen & Steers
Cohen & Steers
New York
$9.5B -$44.2M 3 16.51% Reduced
6
Geode Capital Management
Geode Capital Management
Massachusetts
$5B -$23.9M 11 0.31% Reduced
7
Fidelity Investments
Fidelity Investments
Massachusetts
$4.37B +$17.6M 8 0.23% Increased
8
Principal Financial Group
Principal Financial Group
Iowa
$3.08B +$62.7M 3 1.64% Increased
9
Northern Trust
Northern Trust
Illinois
$2.9B -$43.9M 10 0.38% Reduced
10
APG Asset Management US
APG Asset Management US
New York
$2.82B +$4.43M 3 21.7% Increased
11
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.81B +$39.6M 3 1.81% Increased
12
JP Morgan Chase
JP Morgan Chase
New York
$2.73B -$427M 12 0.18% Reduced
13
Bank of America
Bank of America
North Carolina
$2.63B +$75.5M 10 0.19% Increased
14
Morgan Stanley
Morgan Stanley
New York
$2.59B +$285M 13 0.16% Increased
15
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$2.55B +$14.6M 7 0.53% Increased
16
Charles Schwab
Charles Schwab
California
$2.36B -$32.1M 4 0.36% Reduced
17
Legal & General Group
Legal & General Group
United Kingdom
$2.19B -$80.8M 9 0.51% Reduced
18
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.07B -$27.4M 5 0.24% Reduced
19
Invesco
Invesco
Georgia
$1.93B -$119M 8 0.19% Reduced
20
Deutsche Bank
Deutsche Bank
Germany
$1.87B +$116M 7 0.62% Increased
21
Goldman Sachs
Goldman Sachs
New York
$1.83B +$334M 10 0.21% Increased
22
Centersquare Investment Management
Centersquare Investment Management
Pennsylvania
$1.59B -$135M 3 16.49% Reduced
23
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.49B -$174M 4 4.3% Reduced
24
Amundi
Amundi
France
$1.43B +$25.7M 4 0.39% Increased
25
Nuveen
Nuveen
North Carolina
$1.4B -$37.4M 7 0.38% Reduced