Letters by company
Equinix INC
4 letters discussing EQIX. Everything written about it on this site is on its ticker page.
- ClearBridge Investments Appreciation ESG Strategy The Appreciation ESG Strategy added Diamondback Energy and initiated Cheniere Energy, arguing domestic oil and LNG provide ballast as inflation, yields and narrowing market breadth increase vulnerability. It identifies Microsoft, Equinix, Johnson Controls and Vertiv as AI-infrastructure beneficiaries that can address power, water and community constraints. Third Quarter 2026 EQIX $106BJCI $88BMSFT $3.9T
- Rivemont Lettre financière Volume 17 numéro 2 Rivemont a quitté ses positions aurifères après leur cycle de hausse, tout en conservant Element Solutions et SkyWater pour une exposition plus maîtrisée aux semi-conducteurs. Le portefeuille a éliminé les sociétés jugées vulnérables à l’intelligence artificielle et privilégie les fournisseurs d’infrastructures de centres de données. Q1 2026 CHGG $68MEQIX $106BMU $918B
- Davis Real Estate Fund Davis Real Estate Fund Annual Review 2026 Davis Real Estate Fund attributes its benchmark shortfall to exiting Welltower while maintaining a large Alexandria position through a deep life-science downturn. The fund is refining benchmark and valuation analysis while retaining convictions in apartments, select office REITs, industrials, London office properties and cautiously sized data-center holdings. the year ended December 31, 2025 ARE $7.9BWELL $181BBXP $11B
- Sustainable Growth Advisers U.S. Large Cap Growth Commentary - Q2 2026 The SGA U.S. Large Cap Growth Portfolio added Equinix and Arista Networks while exiting Intuit and Aon following forced attrition. The portfolio lagged momentum-driven market leadership concentrated in AI capital-expenditure beneficiaries, but SGA expects its companies to compound revenue and earnings and sees unusually attractive relative valuation. Q2 2026 —
