What smart money is saying about Equinix, Inc.
5 funds in our archive have pitched Equinix, Inc. — most recently Baron Real Estate Income Fund in June 2026.
Equinix, Inc. is a digital infrastructure company that connects businesses to their customers, employees, and partners inside interconnected data centers. The company operates a global platform of data centers, providing colocation, interconnection, and support services to a diverse range of customers. Equinix enables businesses to access various places, partners, and possibilities needed to accelerate their digital strategies.
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Position history
Between Q4 2024 and Q3 2026, 6 fund letters reported a position in Equinix, Inc. — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 5 | 0 | 2 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 2 |
Fund activity · 7 positions · 2 moves
- HoldsGuinness Global Real Assets FundJuly 2026
“Equinix, the global digital infrastructure company, has had a busy month across AI infrastructure, expansion, and network partnerships.”
Read the letterEquinix, Inc. - HoldsBaron Real Estate Income FundJune 2026
“The Fund holds data center REIT positions in Equinix, Inc. and Digital Realty Trust, Inc.”
Read the letterEquinix, Inc. - HoldsGuinness Global Real Assets FundJune 2026
“Equinix, the global digital infrastructure company, is investing USD190m in a new AI-ready data centre in Cyberjaya, near Kuala Lumpur.”
Read the letterEquinix, Inc. - TrimmedBaron Real Estate StrategyJune 2026
“Following a 40% increase in the shares of Equinix, Inc. , a leading global operator of data centers, we trimmed the Strategy's large position in the company but remain bullish about the company’s long-term business prospects.”
Read the letterEquinix, Inc. - HoldsBaron Real Estate Income StrategyJune 2026
“The Strategy holds data center REIT positions in Equinix, Inc. and Digital Realty Trust, Inc.”
Read the letterEquinix, Inc. - HoldsBaron Real Estate Income StrategyJune 2026
“The Strategy holds data center REIT positions in Equinix, Inc. and Digital Realty Trust, Inc.”
Read the letterEquinix, Inc. - TrimmedBaron Real Estate FundJune 2026
“Following a 40% increase in the shares of Equinix, Inc. , a leading global operator of data centers, we trimmed the Fund’s large position in the company but remain bullish about the company’s long-term business prospects.”
Read the letterEquinix, Inc.
Fund coverage · 5 theses
- Baron Real Estate Income FundJune 2026
Equinix, Inc. benefits from long-term data center demand, tight supply, and structural growth from cloud and AI.
Read the full thesis - TCW Relative Value Large CapSeptember 2025
Equinix, Inc. is a leading colocation data center provider with a global footprint, strong growth prospects, and a high valuation premium due to its attractive business model and market position.
Read the full thesis - Baron Real Estate Income FundJune 2025
Equinix, Inc. is strategically investing in capital projects that may hinder short-term growth but position the company for long-term success, supported by a strong balance sheet.
Read the full thesis - Baron Real Estate FundDecember 2024
Equinix, Inc. is expected to achieve approximately 10% earnings per share growth over the next few years, driven by strong demand and a favorable market position in the data center industry.
Read the full thesis - Baron Real Estate FundDecember 2024
Data center landlords such as Equinix and Digital Realty Trust, Inc. are benefiting from strong demand driven by IT outsourcing, cloud computing, mobile data growth, and AI, leading to low vacancy rates and rising rental prices.
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