10 Best AI Pick-and-Shovel Stocks to Buy
AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather than the companies competing to build the winning model.
Equinix Inc (EQIX)
Market is closed
Sector: Real Estate Investment Trusts
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Point72 Asset Management Steve Cohen | 771,220 | $590,877,915 | +467% | 0.66% |
| 2. | Citadel Investment Group Ken Griffin | 669,343 | $512,823,833 | +133% | 0.08% |
| 3. | Alyeska Investment Group Anand Parekh | 447,535 | $342,883,416 | +71% | 0.97% |
| 4. | AQR Capital Management Cliff Asness | 310,171 | $237,641,003 | +59% | 0.12% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 286,288 | $219,342,414 | +710% | 0.28% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $632.22 | 5,000 | $3,161,100.00 | 38,427 | 2020-04-03 | Filing | |
| $179.87 | 3,549 | $638,358.63 | 5,486,900 | 2014-04-28 | Filing | |
| $179.04 | 13,876 | $2,484,359.04 | 5,483,386 | 2014-04-28 | Filing | |
| $178.31 | 26,137 | $4,660,488.47 | 5,469,648 | 2014-04-28 | Filing | |
| $177.19 | 16,438 | $2,912,649.22 | 5,443,773 | 2014-04-28 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,020.00 | 424 | $432,480.00 | 9,970 | 2026-04-08 | Filing | |
| $961.19 | 760 | $730,504.40 | 26,587 | 2026-03-12 | Filing | |
| $969.14 | 63 | $61,055.90 | 4,109 | 2026-03-12 | Filing | |
| $968.30 | 101 | $97,798.07 | 4,172 | 2026-03-12 | Filing | |
| $967.44 | 164 | $158,660.42 | 4,273 | 2026-03-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 111,075 | $108,879,683 | 1.57% | |
| 2. | 41,560 | $40,738,774 | 0.77% | |
| 3. | 28,371 | $27,810,389 | 0.42% | |
| 4. | 26,759 | $26,230,242 | 0.17% | |
| 5. | 22,639 | $22,191,165 | 0.34% |
News See All
ClearBridge Large Cap Growth Strategy Sold Equinix (EQIX) as Capital Investment Delays AI Gains
ClearBridge Investments, a global equity manager, recently published first-quarter 2026 commentary for its “Large Cap Growth Strategy”. A copy of the letter can be downloaded here.
Equinix (EQIX) Names Olivier Leonetti as Chief Financial Officer
Equinix Inc. (NASDAQ:EQIX) is one of the best AI stocks to invest in according to billionaires.
15 Best AI Stocks to Invest in According to Billionaires
On March 3, Bill Brennan, the CEO of Credo Technology, appeared on CNBC to discuss the current state of the AI industry and his company’s role within the global infrastructure build-out.
Bernstein Launches Coverage of Equinix (EQIX), Calls it a Data Center “Juggernaut”
On March 5, Bernstein initiated coverage of Equinix, Inc. (NASDAQ:EQIX) with an Outperform rating. The firm set a $1,128 price target on the stock.
13 Best REIT Dividend Stocks to Invest in
On February 23, CNBC reported that real estate investment trusts may start drawing attention as fears around artificial intelligence continue to shake parts of the market.
Equinix, Inc. (EQIX): A Bull Case Theory
We came across a bullish thesis on Equinix, Inc. on Investomine’s Substack.
Morgan Stanley Lifts Equinix (EQIX) Price Target to $1,075 on Accelerating Revenue and AFFO Growth
On February 13, Morgan Stanley raised its price target on Equinix, Inc.
BMO Reaffirms Bullish View on Equinix (EQIX) amid Strong Operational Performance
On February 12, BMO Capital raised its price recommendation on Equinix, Inc. (NASDAQ:EQIX) to $1,050 from $925. It maintained an Outperform rating on the stock.
14 Best Real Estate Stocks to Buy According to Hedge Funds
In its December outlook report, Morgan Stanley said that the balance of risks and opportunities in real estate is moving away from broad macro factors like trade uncertainty, interest rates, and fiscal...