We view Arista Networks as the technology leader in high-speed switching for enterprise networking. We expect Arista to maintain its top market of high-speed ports above 100 gigabits and for it to ...

ASM has distributed growing dividends since 2012, with the most recent dividend being EUR 2.50 per share in 2023. We expect ASM will maintain a net cash position and use free cash flow to reinvest in ...

More than one-third of Economist Impact survey respondents have a long-term focus on diversifying their supplier network (40%) and multisourcing (35%) to insulate supply chains from these threats.