Artisan Mid Cap Fund 2025年第三季度表现 - 基金旗下各类别产品回报率显著超越基准指数，其中Investor Class基金(ARTMX)回报率为8.80%，Advisor Class基金(APDMX)回报率为8.80%，Institutional Class基金(APHMX)回报率为8.83%，而Russell Midcap Growth指数同期回报率为2.78% [1] - 全球股票市场在第三季度表现强劲，年初至今实现两位数涨幅，基金的超额收益主要由医疗保健板块的持仓所驱动 [1] Arista Networks Inc (ANET) 公司概况与市场表现 - Arista Networks Inc是一家技术公司，致力于开发和分销数据驱动的、从客户端到云端的网络解决方案 [2] - 公司股票在52周内价值上涨40.78%，但近一个月的回报率为-2.24% [2] - 截至2025年10月15日，公司股价报收143.38美元，市值为1802.09亿美元 [2] Artisan Mid Cap Fund 对 Arista Networks 的投资操作 - 基金在2025年第三季度对Arista Networks的持仓进行了显著减持，同期减持的股票还包括Snowflake和Tyler Technologies [3] - 减持决策基于估值考量，以及公司市值已远超基金的中型股投资范围，这标志着一项多年投资活动的成功 [3] Arista Networks 的业务优势与市场地位 - 公司在数据中心云网络设备领域处于领先地位，其可扩展、高成本效益的以太网解决方案和先进的Extensible Operating System软件平台，提供了卓越的性能、可编程性和可靠性 [3] - 凭借上述优势，公司正在人工智能云环境中获得市场份额 [3] 市场其他参与者观点与持仓情况 - 知名财经评论员Jim Cramer对公司股价近期下跌幅度表示不解 [4] - 根据数据库信息，在2025年第二季度末，共有81只对冲基金投资组合持有Arista Networks，较前一季度的75只有所增加 [4]

​Arista Networks Inc. (NYSE:ANET) is one of the Best Technology Stocks to Invest in for the Long Term. On September 16, William Blair analyst Sebastien Naji reiterated a Buy rating on Arista Networks Inc (NYSE:ANET) without disclosing any price target. ​The analyst noted that Arista Networks Inc. (NYSE:ANET) is focusing on growing its market share in the AI sector. This includes targeting cloud giants and neocloud customers, which are expanding fast and providing strong opportunities. Moreover, Naji highl ...

In this article, we will look at the 14 Best Technology Stocks to Invest in for the Long Term.​On September 23, Dan Greenhaus from Solus Alternative Asset Management joined CNBC for an interview to talk about the durability of the current market strength. He noted that the AI investment trade has strong dominance in the market. He acknowledged that while other market sectors are also performing well, the AI trade remains the most dominant one and has been making headlines consistently. Greenhaus highlighted ...