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They hold data centres and cell towers which surprisingly make up a big part of the real estate index. He likes this but prefers the biggest player in the world, Equinix. Having scale in this business matters.
Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
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They hold data centres and cell towers which surprisingly make up a big part of the real estate index. He likes this but prefers the biggest player in the world, Equinix. Having scale in this business matters.