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Search resuls for: "Sanjay Ayer"


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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. The social media giant's cautious guidance put pressure on Arista's shares, but the stock remains up around 40% year-to-date. But he added: "Arista is embedded at these companies. They're not [just] an outsourced manufacturer or hardware product provider – they're [also] a research and development partner and they are helping to shape the roadmaps of these companies' networking needs." For Ayer, the company's "customer-centric culture," where its network operators are all trained software engineers, makes it a good investment.
Persons: Sanjay Ayer, Ayer, , They're Organizations: Nvidia, Baidu, Arista Networks, Arista, U.S, WCM Investment Management, CNBC Pro, Meta, Cisco, Juniper, Microsoft, Ayer, Equity Fund Locations: U.S, Ayer
And then you overlay on top of that the emergence of two or three brand new secular growth themes," he said. CNBC Pro takes a look at the stocks he likes in three "brand new" areas of growth: obesity drugs, reshoring and artificial intelligence. Reshoring infrastructure Ayer sees bright spots in the reshoring theme too. The portfolio manager named tech giant Amazon as a good play of the AI wave. The way Ayer sees it, more companies in the U.S. are foraying into AI right now, compared to those in other parts of the world.
Persons: Sanjay Ayer, Ayer, He's bullish, , Christina Cheddar Berk, Carmen Reinicke, Julie Coleman Organizations: CNBC Pro, WCM Investment Management, Equity Fund, Nordisk, Novo Nordisk, U.S . Food, Drug Administration, Tetra Tech, Canadian, Canadian Pacific, U.S Locations: U.S, China, Japan, India
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