Reported 15 days ago
In its Q3 2025 investor letter, Macquarie Large Cap Growth Fund revealed it sold its stake in Equinix (EQIX), citing difficulties in monetizing its urban data center assets and a preference for AI stocks with greater potential. Despite Equinix's unique positioning and revenue growth, the fund noted a lag behind the Russell 1000 Growth Index, suggesting a future opportunity to revisit the stock.
Source: YAHOO