ClearBridge Investments released its fourth-quarter 2025 investor letter for the ClearBridge Large Cap Growth Strategy. The strategy focuses on undervalued leading companies. Large-cap stocks performed well, but the strategy underperformed the Russell 1000 Growth Index by 900 basis points for the year, with a 1.2% quarterly lag in the fourth quarter.

Equinix, Inc. (NASDAQ:EQIX) was highlighted in the ClearBridge Large Cap Growth Strategy’s fourth-quarter 2025 investor letter. The digital infrastructure company saw a 2.97% one-month return and a 18.35% loss over the last 52 weeks. On January 6, 2026, Equinix, Inc. (NASDAQ:EQIX) stock closed at $776.55 per share with a market cap of $76.25 billion.

The ClearBridge Large Cap Growth Strategy’s investor letter discussed Equinix, Inc. (NASDAQ:EQIX) in 2025, noting its importance in data sharing across clouds. Equinix is seen as a later stage AI beneficiary with potential for positive returns on investment from capital spending projects by 2027. Equinix’s Rising Cash Flow Positions It as a Next Generation Dividend Aristocrat.

Equinix, Inc. (NASDAQ:EQIX) is not among the 30 Most Popular Stocks Among Hedge Funds, with 58 hedge fund portfolios holding the stock at the end of the third quarter. While Equinix has potential, other AI stocks may offer greater upside. For those seeking an undervalued AI stock with potential benefits from tariffs and onshoring trends, a free report on the best short-term AI stock is available.

Read more at Yahoo Finance: Should You Hold Equinix (EQIX)?