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ANET

Arista Networks, Inc.

Sector: technologyComputer HardwareNYSEMarket Cap: $219.08B

Arista Networks is a cloud/data-center networking hardware and software vendor whose political relevance centers on AI-driven data-center buildout, semiconductor supply chains, and US-China tech export controls.

Govt Dependence
12/100
Regulatory Density
40/100
Lobbying Intensity
20/100
Political Signal
MEDIUM

BusinessWhat ANET does

Arista designs and sells high-performance Ethernet switches, routers, and network software (EOS) for hyperscale cloud, enterprise, and AI data centers. Revenue is driven by product sales to large cloud customers (Microsoft, Meta) plus growing software and subscription services.

12 months past · 3 months futureANET activity timeline

$193$153$113 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $186.96 hi $116.13 lo $171.13 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Dan Newhouse (R) · Purchase · 2026-07-10Gilbert Ray Cisneros (D) · Sale · 2026-03-25Tony Wied (R) · Sale · 2026-02-12Tony Wied (R) · Sale · 2026-02-03Gilbert Ray Cisneros (D) · Purchase · 2026-01-30John Boozman (R) · Purchase · 2025-12-11Gilbert Ray Cisneros (D) · Sale · 2025-12-24Gilbert Ray Cisneros (D) · Purchase · 2025-11-18John Boozman (R) · Purchase · 2025-11-13Lisa C. McClain (R) · sale · 2025-10-14Lisa C. McClain (R) · Sale · 2025-10-14Gilbert Ray Cisneros (D) · purchase · 2025-10-17Gilbert Ray Cisneros (D) · Purchase · 2025-10-17Tony Wied (R) · Purchase · 2025-10-27Tony Wied (R) · purchase · 2025-10-27Michael T. McCaul (R) · Sale · 2025-10-27Tony Wied (R) · Purchase · 2025-10-27Michael T. McCaul (R) · sale · 2025-10-27Michael T. McCaul (R) · sale · 2025-10-16Michael T. McCaul (R) · Sale · 2025-10-16Val T. Hoyle (D) · sale · 2025-09-23Michael T. McCaul (R) · sale · 2025-09-08Michael T. McCaul (R) · Sale · 2025-09-08Val T. Hoyle (D) · Sale · 2025-09-23Ro Khanna (D) · Purchase · 2025-09-19Ro Khanna (D) · purchase · 2025-09-19Lisa C. McClain (R) · Purchase · 2025-08-13 Two Sigma Investments · + $461441M · 2026-03-31Renaissance Technologies · - $8194M · 2026-03-31Citadel Advisors · + $379M · 2025-12-31Citadel Advisors · + $377M · 2025-09-30Two Sigma Investments · + $214M · 2025-12-31Two Sigma Investments · - $194M · 2025-09-30Bridgewater Associates · + $174M · 2025-12-31D.E. Shaw & Co. · + $146M · 2025-12-31Renaissance Technologies · + $102M · 2025-12-31Renaissance Technologies · holds $100M · 2025-09-30Bridgewater Associates · - $99M · 2025-09-30 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
167 trading days · 27 congressional trades shown · 0 insider buys · 11 13F filings · 0 past bill actions · 3 upcoming markups

Executive Branch ConflictsANET held by Trump-administration officials

Lifetime Government AwardsANET federal contracts by year

$59K
total awarded · 2012–2018
6
contracts on file
2012
peak year ($41K)
$41K $20K 2012: $41K across 2 contracts (peak year) $41K 2012 2 contracts 2014: $3K across 1 contract $3K 2014 2015: $10K across 2 contracts $10K 2015 2 contracts 2018: $5K across 1 contract $5K 2018
Top contracts by award amount
$23K Department of Commerce 2012-08-27 NETWORK SWITCHES
$17K Smithsonian Institution 2012-06-15 NETWORK SWITCH AND MAINTENANCE
$6K Smithsonian Institution 2015-11-24 OPTICAL CABLES
$5K Smithsonian Institution 2018-05-31 RENEWAL OF SOFTWARE LICENSE FOR NETWORK SWITCHES
$4K Smithsonian Institution 2015-08-07 IGF::OT::IGF
7 years · 6 contracts

Smart Money · 13F HoldingsHedge funds holding ANET

$470.34B
Total ANET held by tracked 13F funds
5
Funds with ANET positions
Two Sigma Investments $461.44B +130% 4 overlap 2026-03-31
Renaissance Technologies $8.19B -91% 4 overlap 2026-03-31
Citadel Advisors $379M +12% 18 overlap 2025-12-31
Bridgewater Associates $174M +95% 18 overlap 2025-12-31
D.E. Shaw & Co. $146M +251% 18 overlap 2025-12-31

Politicians Trading ANETMembers of Congress with recent ANET positions

16 politicians traded ANET across 108 disclosed transactions totaling $9.7M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just ANET). 0-30 LOW · 30-60 MID · 60+ HIGH.
1 more politicians active in ANET · full table in member dashboard

Congressional TradesWho in Congress is trading ANET

2026-07-10 Dan Newhouse R-Washington · house Purchase $1,001 - $15,000
2026-03-25 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-02-12 Tony Wied R-Wisconsin · house Sale $100,001 - $250,000
2026-02-03 Tony Wied R-Wisconsin · house Sale $15,001 - $50,000
2026-01-30 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-12-11 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2025-12-24 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2025-11-18 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2025-11-13 John Boozman R-Arkansas · senate Purchase $1,001 - $15,000
2025-10-14 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-14 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-17 Gilbert Ray Cisneros D-California · house purchase $1,001 - $15,000
30+ trades on file · most recent 2026-07-20

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

7
option exercises · $881K
For ANET, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting ANETLive legislation impacting this stock

Political ProfileWhere ANET sits in Washington

bipartisan

Shares react to AI-capex sentiment, hyperscaler spending, and China export-control headlines rather than direct legislation; policy moves affect the sector broadly but rarely target Arista specifically.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • US-China export controls on advanced networking/AI hardware
  • semiconductor supply chain restrictions
  • CCP-related tech security rules

Regulatory opportunities

  • AI data-center infrastructure spending
  • federal cybersecurity and broadband investment
  • domestic chip manufacturing incentives

LobbyingWho's hired to advocate for ANET

Information Technology Industry CouncilTechNetSemiconductor Industry Association
Member intelligence layer

Live signals + predictions for ANET — for Founders

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Frequently AskedAbout ANET & political exposure

Does Arista Networks, Inc. (ANET) hold federal contracts?
Yes. Arista Networks, Inc. has 6 federal contract awards totaling $59,048, primarily from agencies including Department of Commerce, Smithsonian Institution. See full contract list and amounts on this page.
Which Trump cabinet officials own ANET stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in ANET on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded ANET stock?
230 congressional trades by 23 unique members of Congress, most recently on 2026-07-10. See the Congressional Trading panel for politician-by-politician breakdown.
What is ANET political risk profile?
Government dependence: 12/100. Lobbying intensity: 20/100. Political signal: medium. Donor party split: bipartisan.
How does GovGreed track ANET political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. ANET data is updated daily from these official federal sources.