Equinix Inc

The firms that holdi network-dense properties are best positioned.

CoreSite is our top pick, as rapidly growing data consumption continues to drive industry growth.

We expect good growth from all four data center firms we cover, with CoreSite being our favorite.

These wide- and narrow-moat stocks shifted into 4-star territory this week.

We examined the 500-plus holdings in the Morningstar US Growth Index and found some stocks with good growth prospects selling at reasonable valuations.

Data center provider Equinix should enjoy strong top-line growth, increasing operating leverage, and dividend growth in the years to come.

Even concentrated funds can be diversified.

While margins are likely to come under pressure as the top line stabilizes, cash flow should remain sound for the foreseeable future.

RiverPark's founders apply the lessons they learned at Baron Capital to their own slate of funds.

Mitch Rubin tells us what he has changed and what is the same from his Baron days.