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Group 1: Cloud Computing Overview - Cloud computing provides on-demand access to computing resources such as servers, storage, and software over the Internet on a pay-per-use model [2] - It represents a shift from traditional on-premises infrastructure to remote cloud-based storage, relying on virtualization and automation technologies [3] - This model reduces operating costs, enhances productivity, and improves scalability through higher economies of scale [4] Group 2: Arista Networks - Arista Networks (ANET) is a leader in data-driven networking for AI, data centers, and routing environments, experiencing significant demand and outperforming the S&P 500 over the past year [5] - The stock has a Zacks Rank 2 (Buy), indicating a positive outlook with upward revisions in earnings per share (EPS) [9] - ANET is part of the Cloud Computing thematic list, which includes technology companies providing hardware and software for cloud services [8][9] Group 3: Thematic Investing - Thematic investing aligns portfolios with emerging trends, combining long-term and short-term themes that influence company performance as economies and markets evolve [7] - Stocks within each theme serve as a starting point for investors, with Zacks Rank and other metrics aiding in identifying suitable investment opportunities [8]