Equinix, Inc.

EQIX-Q

Data Center Sector. Equinix is a name he really likes. It is the most popular name. It is more of a defensive business model. In data centers you can whole-sale with a big tenant, or inter-connect where there are thousands of businesses in the same data center, which is what this one is. It has better pricing power in this model. They have a model that you can't really replicate.

It's the poster child of data centres. Pays a yield of 2.5%, unusual for a tech stock. It trades like a REIT within a tech stock with lower volatility. (Analysts’ price target is $484.23)