Data Hosting Centers and Data Storage

September 09, 2016

Buy ($175)

Companies covered: Digital Realty Trust, Inc. (NYSE:DLR), Arista Networks, Inc. (NYSE:ANET), Proofpoint, Inc. (NASDAQ:PFPT), Dataram Corporation (NASDAQ:DRAM), FireEye, Inc. (NASDAQ:FEYE), Palo Alto Networks, Inc. (NYSE:PANW), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Fortinet, Inc. (NASDAQ:FTNT), Symantec Corporation (NASDAQ:SYMC), Cisco Systems, Inc. (NASDAQ:CSCO), Vmware, Inc. (NYSE:VMW), Stratasys, Ltd. (NASDAQ:SSYS), 3D Systems Corporation (NYSE:DDD), Nokia Corporation (NYSE:NOK), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), BT Group plc (NYSE:BT), Alphabet Inc (NASDAQ:GOOG), Facebook, Inc. (NASDAQ:FB), Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), F5 Networks, Inc. (NASDAQ:FFIV), Intel Corporation (NASDAQ:INTC), Juniper Networks, Inc. (NYSE:JNPR), CenturyLink, Inc. (NYSE:CTL), Comcast Corporation (NASDAQ:CMCSA), Oclaro, Inc. (NASDAQ:OCLR), Lumentum Holdings Inc (NASDAQ:LITE), Ciena Corporation (NYSE:CIEN), CyberArk Software Ltd. (NASDAQ:CYBR), Qualys, Inc. (NASDAQ:QLYS), Imperva, Inc. (NYSE:IMPV), Pure Storage (NYSE:PSTG), CoreSite Realty Corporation (NYSE:COR), Equinix, Inc. (NASDAQ:EQIX), Dupont Fabros Technology, Inc. (NYSE:DFT), Rackspace Hosting, Inc (NYSE:RAX), Apple Inc. (NASDAQ:AAPL), Gigamon Inc. (NYSE:GIMO), General Electric Company (NYSE:GE), Citigroup Inc. (NYSE:C), NeoPhotonics Corporation (NYSE:NPTN), Fabrinet (NYSE:FN), Acacia Communications, Inc. (NASDAQ:ACIA), ZTE Corporation (SHE:000063), Fiberhome Telecommunication Tech.Co.Ltd (SHA:600498), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Unicom (Hong Kong) Ltd (NYSE:CHU), China Telecom Corp Ltd (NYSE:CHA), Infoblox Inc. (NYSE:BLOX), Viavi Solutions Inc (NASDAQ:VIAV), Citrix Systems, Inc. (NASDAQ:CTXS), Inphi Corporation (NYSE:IPHI), Alcatel Lucent (NYSE:ALU), Telefonaktiebolaget LM Ericsson (NASDAQ:ERIC), International Business Machines Corporation (NYSE:IBM)