TWST: What is your coverage in the wireless space?

Mr. Breen: It's pretty broad. In the traditional wireless space, I cover AT&T (T), Verizon (VZ), Leap (LEAP), MetroPCS (PCS), Sprint (S), Boingo (WIFI). Internationally, I cover America Movil (AMX) in Latin America and Nextel International (NIHD) in Latin America. The other half of my coverage are the data center and internet infrastructure names, Rackspace (RAX) and Equinix (EQIX). A lot of the growth in the data center is coming from mobile traffic.

TWST: What are the investment trends in wireless right now? What are the big themes you are watching?