SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates

yf_tkr_EQIX · 2026-08-24 · Bullish AI sentiment

$EQIX $SGA

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around […]

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