A carefully selected group of companies positioned to benefit from HPE's $14 billion acquisition of Juniper Networks. This merger creates a powerful new player in AI-native networking, challenging industry leader Cisco and sparking innovation across the entire data center ecosystem.
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Published on July 2
The networking world is rapidly transforming to support AI workloads, creating massive demand for advanced hardware, software, and infrastructure that these companies provide.
HPE's acquisition of Juniper Networks isn't just another merger—it's reshaping the competitive landscape and forcing accelerated investment across the entire networking ecosystem.
This hand-picked collection gives you exposure to the entire value chain, from chip suppliers to data center operators, all positioned to benefit from this industry-wide transformation.
The HPE-Juniper merger represents a pivotal moment for AI-native networking, creating a formidable challenger to Cisco. This consolidation will drive accelerated investment across the entire ecosystem, from semiconductor and optical component makers to data center operators and security providers.
This collection offers broad exposure to a secular growth trend in networking infrastructure, accelerated by a specific market-moving catalyst. These companies span the entire value chain, from chip manufacturers to cybersecurity firms, all poised to benefit from increased network and data center investments.
These 16 stocks were carefully selected to capitalize on the ripple effects of this industry-shifting merger. They include direct competitors forced to innovate, critical component suppliers, and infrastructure providers essential to building and securing next-generation AI-native networks.
The basket's total market capitalisation is 7,522,174.635 and is heavily anchored by a few very large-cap positions, creating a pronounced large-cap skew. This structure generally implies greater stability and lower volatility than a more evenly weighted, small-cap basket.
NVDA: $4.40T
CSCO: $279.57B
ANET: $183.43B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA CORP
NVDA
Current Price
$219.59
NVIDIA's leadership in AI GPUs and networking hardware makes it a crucial supplier for the AI-native solutions the newly combined HPE-Juniper entity w...
NVIDIA's leadership in AI GPUs and networking hardware makes it a crucial supplier for the AI-native solutions the newly combined HPE-Juniper entity will build.
CISCO SYSTEMS INC
CSCO
Current Price
$111.90
Facing a stronger competitor in the merged HPE-Juniper, Cisco will be pressured to accelerate its own innovation and investment, while benefiting from...
Facing a stronger competitor in the merged HPE-Juniper, Cisco will be pressured to accelerate its own innovation and investment, while benefiting from the overall market growth in AI networking.
ARISTA NETWORKS INC
ANET
Current Price
$188.47
As a key competitor in high-performance networking, Arista is poised to benefit from the increased market focus on and investment in AI-driven data ce...
As a key competitor in high-performance networking, Arista is poised to benefit from the increased market focus on and investment in AI-driven data centers spurred by the merger.
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13 of 16 assets in this group are rated Buy by professional analysts.
