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.
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