Arista Networks, Inc.

• 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 $5TADP $105BANET $259B +7

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