Steve Cohen Stock Portfolio: Top 5 Stock Picks

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In this article, we will list the 5 Best Stocks in Steve Cohen’s Portfolio. Please visit 10 Best Stocks in Steve Cohen’s Portfolio if you’d like to see the extended list and the methodology behind it.

5. Equinix, Inc. (NASDAQ:EQIX)

Market value of shares owned: $524,232,352

% of portfolio: 0.67%

Equinix, Inc. (NASDAQ:EQIX) is one of the 10 Best Stocks in Steve Cohen’s Portfolio.

Steve Cohen Stock Portfolio: Top 5 Stock Picks

Steven Cohen of Point72 Asset Management

On May 14, 2026, Equinix, Inc. (NASDAQ:EQIX) announced the global expansion of Equinix Fabric Geo Zones across five continents, introducing the first network-level, multi-cloud sovereignty solution. With the tightening global regulatory frameworks like GDPR and LGPD, standard networks often route data across prohibited borders during failover or congestion events. Fabric Geo Zones natively isolates traffic within predefined geographic boundaries directly inside the interconnection layer. The system, enforced across 77 global metros, blocks non-compliant paths to prevent accidental cross-border leakage during automatic rerouting. Arun Dev, VP of Digital Interconnection at Equinix, Inc. (NASDAQ:EQIX) made the following claim.

Equinix Fabric Geo Zones is the only solution that enforces geographic boundaries as a property of the network itself.

Previously, on May 7, 2026, Mizuho raised its price target on Equinix, Inc. (NASDAQ:EQIX) from $1,165 to $1,200. The firm’s analyst Vikram Malhotra kept an Outperform rating on the shares. Vikram Malhotra, who participated in the company’s Q1 earnings call on April 29, 2026, inquired about sequential booking seasonality and interconnection revenue growth. The management confirmed a seasonal dip in Q1 despite a record backlog and attributed interconnection growth to robust Fabric performance and AI investments.

Founded in 1998 and based in California, Equinix, Inc. (NASDAQ:EQIX) is a digital infrastructure company. Its platform, Equinix, combines a global footprint of International Business Exchange and xScale data centers, along with interconnection solutions, digital offerings, business & digital ecosystems, and consulting & support services.

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