SEC 13F Intelligence

Thematics Asset Management / EQIX

Thematics Asset Management’s Equinix Inc Position

Does Thematics Asset Management own Equinix Inc (EQIX)? Yes — 34.6K shares worth $27M (+1.23% of its 13F portfolio) as of Q3 2025, down from 35.4K shares the prior filed quarter.

Position Value
$27M
Q3 2025
Shares
34.6K
% of Portfolio
+1.23%
Quarters Held
12
currently held

Position History EQIX

Reported value by quarter
Q4 ’22: $26MQ4 ’22Q1 ’23: $26MQ2 ’23: $30MQ2 ’23Q3 ’23: $25MQ4 ’23: $28MQ4 ’23Q1 ’24: $28MQ2 ’24: $26MQ2 ’24Q3 ’24: $35MQ4 ’24: $34MQ4 ’24Q1 ’25: $29MQ2 ’25: $28MQ2 ’25Q3 ’25: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202534.6K$27M+1.23%
Q2 202535.4K$28M+1.26%
Q1 202535.0K$29M+1.44%
Q4 202435.9K$34M+1.48%
Q3 202440.0K$35M+1.40%
Q2 202434.0K$26M+1.05%
Q1 202433.6K$28M+1.15%
Q4 202334.3K$28M+1.21%
Q3 202334.0K$25M+1.21%
Q2 202338.0K$30M+1.43%
Q1 202335.5K$26M+1.40%
Q4 202239.5K$26M+1.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thematics Asset Management’s full portfolio or all institutional holders of EQIX.