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They make memory, these folks. Not the kind that clings to a man’s heart, but the silicon kind, the flash memory that holds the ghosts of our data. A few years back, the market was flooded, prices fell, and the margins withered. It was a hard time for everyone. Then came the hunger for more—a hunger born not of need, but of this new god, Artificial Intelligence. These AI ‘data centers,’ they require vast storehouses of memory, mountains of it, to feed their insatiable appetite.

VCIT, the more…spirited of the two, focuses on corporate bonds of intermediate maturity. A calculated risk, you might say. BND, in contrast, casts a wider net, encompassing the entirety of the U.S. taxable bond market. It’s the difference between a specialist and a general practitioner. One promises a swift, precise cure; the other, a comprehensive, if somewhat slower, approach. The truly astute investor, naturally, understands that neither is a panacea, and that the devil, as always, resides in the details.

The fund’s stake now totals two hundred and forty-eight thousand, two hundred and fifty-nine shares, valued at seventeen million, six hundred and seventy thousand dollars. An increase of nearly ten million from the previous quarter. One imagines the portfolio managers, seated in their quiet offices, charting these ascensions and descents. It’s a game of inches, really. A slow, relentless accumulation, or a quiet, unnoticed erosion.

The shareholders are leaning toward Netflix, which is… predictable. People usually want more money. But there’s a hitch. A big, regulatory hitch. It’s never as simple as just handing over the keys, is it?

A similar sum, entrusted to the broader market through an investment in the S&P 500, would have fared almost identically, totaling two thousand and ten dollars. Thus, Apple’s performance, while respectable, has largely kept pace with the general current, a circumstance not entirely unexpected given its established stature.

The acquisition, amounting to 33,094 shares, represents a modest, yet considered, 1.06% of Wilson’s holdings in U.S. equities. One might ask, in the grand scheme of things, what significance does such a sum hold? The answer, as is so often the case, lies not in the quantity, but in the quality of the object itself. SiteOne, with its sprawling network of 680 branches, is no mere purveyor of fertilizer and irrigation systems. It is a reflection of humanity’s persistent desire to shape and cultivate the land, to impose order upon the wilderness. A pursuit as old as civilization itself.

American Tower is principally recognized as a leading owner and operator of communications real estate, with a global portfolio exceeding 149,000 sites. Its 2021 acquisition of CoreSite for $10.1 billion represented a calculated expansion into the data center market. While initially framed as a support for 5G deployment, the acquisition now appears prescient, given the subsequent surge in AI-related computing demands. The transaction, following similar acquisitions of Telxius Towers and InSite Wireless Group, demonstrates a pattern of strategic diversification, albeit one initially driven by the perceived needs of next-generation mobile networks.

According to the official paperwork filed with the Securities and Exchange Commission – a body renowned for its fondness for detail – Wilson Asset Management has, as previously mentioned, given BellRing Brands the thumbs-down. The transaction, naturally, involved a bit of arithmetic, factoring in both the sale itself and any fluctuations in the market price. A most thorough process, I assure you.