This cloud-computing and networking equipment company company gets over 40% of its revenue from Microsoft and Meta.
Tech companies — especially those leveraging artificial intelligence — have gained traction this year, with investors piling into the likes of Nvidia , Baidu and Alibaba . One firm that's perhaps lesser known stands out to portfolio manager Sanjay Ayer, however: Arista Networks — the U.S. cloud-computing and networking equipment company.
mountain Year-to-date performance of shares in Arista Networks. For Ayer, the company's "customer-centric culture," where its network operators are all trained software engineers, makes it a good investment. Arista's biggest differentiator is this "high-quality talent," he added. "The feedback is clear when you talk to people in the industry – it is the place to work.
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