Our newest motif, Big Data, has you to thank.
After all, if it wasn’t for the reams of data that all of us are now creating in the wake of the exploding proliferation of smartphones, tablets and manic use of social-media sites, there would be no market for all of this so-called big data.
That market is undeniable. As a CNBC.com article noted last month, IBM (IBM) estimates that 90% of the data that’s out there right now has been created in the past two years alone. And that is causing a tidal wave of innovation and spending on big data technologies – and a market that is expected to grow to $17 billion in 2015, from $3 billion in 2010.
With the idea that this global business development could create an attractive investment opportunity, we present our newest motif, Big Data, which comprises 20 stocks of companies which can be considered at the forefront of the idea.
Nearly half of the motif focuses on the business intelligence segment, which includes companies like Teradata (TDC) and SAP (SAP). The rest of the motif is segmented by companies involved in data centers, data management and integration, and enterprise storage.
Other top-weighted stocks in the motif include Equinix (EQIX), Tibco Software (TIBX), Informatica (INFA) and EMC Corp. (EMC).
Check out the Big Data motif.