|
EQIX
|
US |
EQUINIX INC |
197,696 |
$186M |
13.64% |
8.4%
|
- |
|
SBAC
|
US |
SBA COMMUNICATIONS CORP |
835,342 |
$170M |
12.46% |
2.8%
|
- |
|
CCOI
|
US |
COGENT COMMUNICATIONS HOLDIN |
907,916 |
$70M |
5.12% |
246.0%
|
- |
|
T
|
US |
AT&T INC |
2,865,814 |
$65M |
4.78% |
14.6%
|
- |
|
DLR
|
US |
DIGITAL REALTY TRUST INC |
365,000 |
$65M |
4.74% |
11.3%
|
- |
|
DOX
|
US |
AMDOCS LTD |
759,272 |
$65M |
4.73% |
13.6%
|
- |
|
ERIC
|
US |
ERICSSON (LM) TEL-SP ADR |
6,382,140 |
$51M |
3.76% |
28.8%
|
- |
|
HPE
|
US |
HEWLETT PACKARD ENTERPRISE |
2,257,824 |
$48M |
3.53% |
37.3%
|
- |
|
TKO
|
US |
TKO GROUP HOLDINGS INC |
295,710 |
$42M |
3.08% |
26.5%
|
- |
|
CIEN
|
US |
CIENA CORP |
494,237 |
$42M |
3.07% |
-2.2%
|
- |
|
STX
|
US |
SEAGATE TECHNOLOGY HOLDINGS |
478,490 |
$41M |
3.02% |
69.0%
|
- |
|
PWR
|
US |
QUANTA SERVICES INC |
114,547 |
$36M |
2.65% |
45.4%
|
- |
|
LYV
|
US |
LIVE NATION ENTERTAINMENT IN |
245,418 |
$32M |
2.33% |
-2.4%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
378,273 |
$32M |
2.32% |
-21.2%
|
- |
|
BE
|
US |
BLOOM ENERGY CORP- A |
1,418,257 |
$31M |
2.31% |
5.7%
|
- |
|
AVGO
|
US |
BROADCOM INC |
121,892 |
$28M |
2.07% |
-25.8%
|
- |
|
TER
|
US |
TERADYNE INC |
220,270 |
$28M |
2.03% |
41.2%
|
- |
|
WMG
|
US |
WARNER MUSIC GROUP CORP-CL A |
896,445 |
$28M |
2.03% |
29.7%
|
- |
|
CCI
|
US |
CROWN CASTLE INC |
300,900 |
$27M |
2.00% |
-9.7%
|
- |
|
VRT
|
US |
VERTIV HOLDINGS CO-A |
230,403 |
$26M |
1.92% |
-23.3%
|
- |