Arista Networks, Inc.

• BA Brown Advisory — Large-Cap Growth Large-Cap Growth Review and Outlook ↗ The Large-Cap Growth Strategy kept portfolio activity limited after repositioning software exposure toward businesses where AI can enhance customer value and long-term growth. It argues that diversification remains important as the Russell 1000 Growth Index becomes increasingly concentrated in semiconductors, while retaining conviction in cloud, cybersecurity, AI software and industrial holdings. third quarter 2026 ANET $248BAXON $26BCDNS $90B +8
• AH Andrew Hill Investment Advisors 2026 Q3 Client Letter ↗ Andrew Hill Investment Advisors increased emphasis on high-grade corporate bonds, cash buffers and AI-adjacent energy exposure as oil, inflation and higher rates complicated the outlook. The firm argues that Nvidia, Microsoft, Arista Networks, Eli Lilly and Vertex Pharmaceuticals remain durable beneficiaries of AI infrastructure and biotechnology trends while maintaining caution on broad equities. third quarter of 2026 AAPL $5.2TADP $121BANET $248B +7
• AH Andrew Hill Investment Advisors 2024.Q4 Client Letter ↗ Andrew Hill Investment Advisors reduced equity exposure after appreciation pushed allocations above client policy targets, directing proceeds into high-quality bond ladders. The firm trimmed core technology and utility holdings, increased financial exposure through Goldman Sachs, and added Johnson & Johnson and United Therapeutics while monitoring tariff, immigration and inflation risks. 2024.Q4 AAPL $5.2TAMZN $2.9TANET $248B +8
• AH Andrew Hill Investment Advisors 2024.Q2 Client Letter ↗ Andrew Hill Investment Advisors increased Apple exposure ahead of its AI product rollout and added Duke Energy, Highwoods Properties and American Superconductor. The firm argues that AI demand supports Nvidia, Microsoft, Arista Networks and Constellation Energy, while it seeks to expand healthcare exposure through Eli Lilly, Vertex Pharmaceuticals, Intuitive Surgical and Johnson & Johnson. second quarter of 2024 AAPL $5.2TANET $248BCEG $94B +4
• AH Andrew Hill Investment Advisors The Client Letter ↗ Andrew Hill Investment Advisors shifted holdings after technology leadership displaced healthcare and kept client equity exposure below targets pending confirmation of a market bottom. The firm raised bond credit standards, plans to extend maturities, added to GLD, and argues that its core equity holdings balance recession resilience with secular growth and industrial exposure. 1st Quarter 2023 AAPL $5.2TANET $248BDE $187B +8
• SG Sustainable Growth Advisers U.S. Large Cap Growth Commentary ↗ SGA initiated Eaton, Quanta Services, TSMC and TJX after July volatility, funding the moves partly by liquidating Nike and adding to Alphabet, Ecolab and Nvidia. The portfolio favors AI infrastructure businesses with recurring demand and durable competitive positions while warning that leverage, financing constraints and power bottlenecks could undermine crowded capex trades. Quarter 3 2026 COO $12BCRM $179BETN $140B +8
• AH Andrew Hill Investment Advisors 2026.Q2 Performance Recap: Navigating a Narrow Rally & Shifting Commodities ↗ Andrew Hill Investment Advisors liquidated its remaining gold exposure, added floating-rate funds and short-duration bonds as inflation and rate expectations rose, and retained laddered high-grade bond portfolios. The firm reduced Nvidia, made Eli Lilly a leading equity position, shifted emphasis toward biotechnology, and added ADP, DocuSign and Blackbaud after software-sector selling. second quarter of 2026 AAPL $5.2TADP $121BBLKB $2.4B +11
• SG Sustainable Growth Advisers U.S. Large Cap Growth Commentary - Q2 2026 ↗ The SGA U.S. Large Cap Growth Portfolio added Equinix and Arista Networks while exiting Intuit and Aon following forced attrition. The portfolio lagged momentum-driven market leadership concentrated in AI capital-expenditure beneficiaries, but SGA expects its companies to compound revenue and earnings and sees unusually attractive relative valuation. Q2 2026 —

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