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15 handpicked stocks

Data Landlords

These companies own the critical information that powers modern business and innovation. Like digital landlords, they lease access to invaluable data streams that others simply can't replicate, creating powerful competitive advantages and consistent revenue streams.

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Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

EFX

Equifax Inc.

EFX

Current price

$247.72

As a major global credit bureau, the company owns and licenses essential consumer and commercial credit data to a wide range of businesses.

TRU

TransUnion

TRU

Current price

$88.89

The company operates a massive database of consumer credit information, providing critical data and analytics to lenders and other businesses.

FICO

Fair Isaac Corp

FICO

Current price

$1,343.16

Its business is centered on its proprietary credit scoring models and analytics, which have become an industry standard for risk assessment.

About This Group of Stocks

1

Our Expert Thinking

These companies control vast, proprietary datasets that other businesses need to function. By owning and monetizing unique information assets like credit histories, market data, and specialized analytics, they've built 'data moats' that competitors can't easily cross—positioning them for stable growth and strong profit margins.

2

What You Need to Know

Unlike tech companies that simply use data to support other products, these firms directly monetize information as their primary business. This creates a high-margin, scalable model with recurring revenue. Many have established themselves as industry standards, giving them significant pricing power and market stability.

3

Why These Stocks

The explosion in artificial intelligence development has dramatically increased demand for high-quality, large-scale datasets. These companies own exactly what AI needs to function, potentially increasing their strategic value. We've selected firms with the deepest data moats and clearest monetization strategies in this growing space.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+32.18%

Group Performance Snapshot

32.18%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 32.18% over the next year.

11 of 15

Stocks Rated Buy by Analysts

11 of 15 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

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The Ultimate Competitive Moat

These companies own data that's impossible or prohibitively expensive for others to replicate. Their information monopolies create lasting advantages that translate to consistent revenue streams and strong margins.

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AI's Secret Ingredient

As artificial intelligence development accelerates, the companies that control quality training data are positioned to benefit enormously. These firms sit on the exact resources that tomorrow's AI technologies desperately need.

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Subscription-Based Profit Machines

Many of these data landlords operate on recurring revenue models, leasing access to their information through subscriptions. This creates predictable cash flow and reduces vulnerability to market volatility.

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