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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.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Structured data for the 'Data Landlords' basket market capitalisation and investor key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and closer tracking of broad markets, offering comparatively steadier performance and reduced risk.
  • Use this basket as a core, long-term holding for portfolio stability rather than a speculative growth allocation.
  • Expect steady, long-term appreciation; it tends to prioritise reliable earnings over potential short-term explosive gains.
Total Market Cap
  • EFX: $28.14B

  • TRU: $15.77B

  • FICO: $37.59B

  • Other

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.

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.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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