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互連與主機代管

主機代管與互連服務供應商出租空間、電力及直接網路連線給不想自行建置設施的租戶。其價值來自眾多網路匯聚於同一棟建築的密集程度。

19檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
1
Vanguard Group
Vanguard Group
Pennsylvania
US$35.6億 +US$1.78億 4 0.24% 增持
2
Capital Research Global Investors
Capital Research Global Investors
California
US$20.7億 +US$1.39億 1 0.68% 增持
3
Capital World Investors
Capital World Investors
California
US$13.6億 +US$1.89億 3 0.37% 增持
4
SA
SPO Advisory
California
US$11.8億 -US$2.44億 1 17.6% 減碼
5
State Street
State Street
Massachusetts
US$11.5億 +US$1.6億 6 0.12% 增持
6
Fidelity Investments
Fidelity Investments
Massachusetts
US$9.7億 -US$6118萬 4 0.13% 減碼
7
Jackson Square Partners
Jackson Square Partners
California
US$9.47億 -US$900萬 1 3.62% 減碼
8
BlackRock Institutional Trust
BlackRock Institutional Trust
California
US$9.44億 +US$1105萬 4 0.15% 增持
9
Cohen & Steers
Cohen & Steers
New York
US$9.36億 +US$8.86億 2 2.84% 增持
10
Goldman Sachs
Goldman Sachs
New York
US$8.84億 +US$5148萬 6 0.27% 增持
11
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
US$8.81億 +US$2.8億 3 0.18% 增持
12
Lone Pine Capital
Lone Pine Capital
Connecticut
US$7.64億 +US$7053萬 1 2.86% 增持
13
BlackRock Fund Advisors
BlackRock Fund Advisors
California
US$6.49億 +US$6114萬 4 0.16% 增持
14
Edgewood Management
Edgewood Management
Connecticut
US$5.35億 +US$2884萬 1 4.44% 增持
15
Franklin Resources
Franklin Resources
California
US$5.15億 +US$3718萬 5 0.23% 增持
16
Bank of New York Mellon
Bank of New York Mellon
New York
US$4.66億 +US$6450萬 5 0.13% 增持
17
Bank of America
Bank of America
North Carolina
US$4.62億 -US$3145萬 6 0.15% 減碼
18
Northern Trust
Northern Trust
Illinois
US$3.78億 -US$764萬 5 0.11% 減碼
19
Daiwa Securities Group
Daiwa Securities Group
Japan
US$3.71億 +US$3.56億 4 2.64% 增持
20
Invesco
Invesco
Georgia
US$3.67億 +US$2.77億 5 0.14% 增持
21
Parnassus Investments
Parnassus Investments
California
US$3.5億 +US$1736萬 1 2.5% 增持
22
Macquarie Group
Macquarie Group
Australia
US$3.46億 -US$1656萬 5 0.69% 減碼
23
Coatue Management
Coatue Management
New York
US$3.4億 -US$1.6億 1 3.39% 減碼
24
APG Asset Management US
APG Asset Management US
New York
US$3.19億 +US$4411萬 2 2.94% 增持
25
Managed Account Advisors
Managed Account Advisors
New Jersey
US$3.13億 +US$1834萬 5 0.26% 增持