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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Trimmed back holdings to a lower weighting due to higher valuations, despite seeing strong prospects and AI-related data center spending benefits.
— Haruki Toyama, Andy Romanowich, Rich Eisinger
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Other investors who've written on Arista Networks, Inc.
Arista Networks designs and markets data-driven, client-to-cloud networking solutions, including high-speed Ethernet switches and extensible operating software (EOS) for hyperscale data centers. The manager is...
Arista Networks declined 6.3% in the first quarter, acting as a minor drag on overall performance. The manager views...
More institutional theses from Madison Mid Cap Fund
Arthur J. Gallagher & Co. ($AJG) is the third-largest commercial insurance brokerage in the world, acting as an intermediary to help middle-market commercial clients evaluate, place, and administer insurance policies and risk management services. Madison initiated a...
Revvity ($RVTY) is a specialized life science tools and diagnostic testing company providing research informatics software, preclinical discovery reagents, and clinical diagnostic systems. Madison initiated a...
CDW Corporation ($CDW) operates as a large-scale value-added reseller and IT solutions provider, supplying business and government institutions with enterprise hardware, software, and cloud infrastructure integration. Madison fully liquidated...