from Yahoo:
>>Over the last few weeks we have sold out of two of our long-term holdings in the data-center industry-- Equinix and Terremark.
With respect to Equinix, the stock has recovered all of its decline since we were able to opportunistically make purchases following a disappointing 3Q10 earnings report, and it is now trading close to our $5 billion market cap upper limit for holdings in our fund.
Monday, February 14, 2011
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