Companies covered: GDS Holdings Ltd. (ADR) (NASDAQ:GDS), Alibaba Group Holding Limited (NYSE:BABA), Tencent Holdings Ltd. (OTCMKTS:TCEHY), Equinix, Inc. (NASDAQ:EQIX), Sify Technologies Limited (NASDAQ:SIFY), Amazon.com, Inc. (NASDAQ:AMZN), Berkshire Hathaway Inc. (NYSE:BRK/A), AT&T Inc. (NYSE:T), Alphabet Inc (NASDAQ:GOOG), CyrusOne Inc (NASDAQ:CONE), InterXion Holding N.V. (NYSE:INXN), Indivior PLC (LON:INDV), Dr. Reddy's Laboratories Ltd (NYSE:RDY), MiX Telematics Limited (NYSE:MIXT), Verizon Communications Inc. (NYSE:VZ), NexGen Energy Ltd. (NYSE:NXE), Cameco Corporation (NYSE:CCJ), American Water Works (NYSE:AWK), Atmos Energy Corporation (NYSE:ATO), NextEra Energy, Inc. (NYSE:NEE), Duke Energy Corporation (NYSE:DUK), DTE Energy Co. (NYSE:DTE), Netflix, Inc. (NASDAQ:NFLX), Facebook, Inc. (NASDAQ:FB), Eastman Kodak Company (NYSE:KODK), Xerox Corporation (NYSE:XRX), Goldman Sachs Group, Inc. (The) (NYSE:GS), KT Corporation (NYSE:KT), Gazprom PAO (OTCMKTS:OGZPY), Exxon Mobil Corporation (NYSE:XOM), Newcrest Mining Ltd. (ADR) (OTCMKTS:NCMGY)