QTS Realty Trust Inc. (QTS)

(A Top Pick Feb 10/20, Up 16%) Executed well in 2020, exceeding guidance. Entering 2021 with a record backlog. Able to land government contracts. Technology that allows remote management, so sets them up well for the future.

A data center company. They have carrier neutral data center operations. They have one third hyper scale (large companies) with big companies. They only need to do 1 to 3 deals per year to hit their growth projections. Cloud computing continues to grow. (Analysts’ price target is $58.09)