LongEQIXSep 2026
Equinix
Equinix is a ClearBridge portfolio holding positioned within the expanding data-center infrastructure market. The company expects to own and operate facilities for decades…
EQIX
Which hedge funds are long EQIX?
4 published ideas on Equinix across 4 funds — 4 long and 0 short.
Equinix hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Equinix: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongEQIXJun 2026
Equinix
SGA reinitiated Equinix as growth reaccelerated with AI inferencing and strong power demand, while a prior leadership transition was resolved. Roughly 95% of revenue is recurring…
LongEQIXJun 2026
Equinix
SGA initiated Equinix after growth reaccelerated alongside AI inferencing and elevated demand for data-center power. Approximately 95% of revenue is recurring and generally…
LongEQIXJun 2026
Equinix, Inc.
SGA returned to Equinix after previously owning the company for a decade, believing that both its growth slowdown and leadership transition have reversed. Approximately 95% of…