Nvidia, Texas Instruments are top semiconductor stocks among fund managers

seekingalpha2021-06-21

The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week. The ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Orangejus
2021-06-21
Orangejus
5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!
HoeMeng
2021-06-21
HoeMeng
Yeah
KopiKit
2021-06-21
KopiKit
Semiconductors are good. Nvidia is on my shortlist
仁毅
2021-06-21
仁毅
Nice
- HoeMeng:
  Yeah
Datolee
2021-06-21
Datolee
[賤笑]
Irene104
2021-06-21
Irene104
Please like & comment. Thanks.
- Irene104:
  Thanks
- Huathk:
  Gd

Leave a comment

170

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1135514651?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-06-21 08:20","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"1135514651","market":"us","top_or_hot":-1,"title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","media":"seekingalpha","content":"<div>\n<p>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Texas Instruments are top semiconductor stocks among fund managers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Texas Instruments are top semiconductor stocks among fund managers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 08:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe ...</p>\n\n<a href=\"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDA","symbol_name":"英伟达","start_time":0,"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","article_id":"1135514651","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","pubTimestamp":1624234837,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"translate_title":"Nvidia、德州仪器是基金管理公司中排名靠前的半导体股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":0.9,"TXN":0.9},"content_text":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May were Nvidia(NASDAQ:NVDA)and Texas Instruments(NASDAQ:TXN), according to a BofA note out last week.\nThe firm used its Equity Strategy data to look at the breadth (% of sample set owns) and depth (amount owned in portfolio relative to stock's S&P 500 weight).\nNvidia was owned by 44.2% of fund managers, flat on the quarter with relative weighting down 12% Q/Q and below the 1.5x ownership of its growth peers, \"suggesting opportunity for increasing depth.\"\nTexas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.\nQualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.\nAMD(NASDAQ:AMD)ownership hit a record 24.7% and now only sits 160 bps behind rival Intel(NASDAQ:INTC)\"suggesting increasing LO preference for AMD.\"\nAmong semiconductor equipment stocks, Applied Materials(NASDAQ:AMAT)and KLA(NASDAQ:KLAC)hit record ownership of 31.6% and 17.2%, respectively. Lam Research(NASDAQ:LRCX)lagged, down from its October 2020 record of 28.8% to 20%.\nFor the least owned/overweighted stocks, BofA highlights Microchip(NASDAQ:MCHP), which has a 10% ownership despite a $40B market cap that would normally come with 15-20% ownership.\nSkyworks(NASDAQ:SWKS), Qorvo(NASDAQ:QRVO), and Teradyne(NASDAQ:TER)are also flagged for having \"extremely low ownership\" of only 6-7% and extremely low relative weightage of 0.24x-0.57x. \"\n\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.\nRecent semiconductor news: U.S. Senators propose 25% tax credit for U.S.semiconductor investments","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":167208819,"gmtCreate":1624268251331,"gmtModify":1703831999347,"author":{"id":"3586565070413371","authorId":"3586565070413371","name":"Orangejus","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586565070413371","authorIdStr":"3586565070413371"},"htmlText":"5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!","listText":"5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!","text":"5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167208819","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167102270,"gmtCreate":1624250431190,"gmtModify":1703831589033,"author":{"id":"3569586413767440","authorId":"3569586413767440","name":"HoeMeng","avatar":"https://static.tigerbbs.com/204cb10cf0f04fed8899705e7a54ea54","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3569586413767440","authorIdStr":"3569586413767440"},"htmlText":"Yeah","listText":"Yeah","text":"Yeah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167102270","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167345952,"gmtCreate":1624249389576,"gmtModify":1703831561202,"author":{"id":"3576477409987057","authorId":"3576477409987057","name":"KopiKit","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3576477409987057","authorIdStr":"3576477409987057"},"htmlText":"Semiconductors are good. Nvidia is on my shortlist","listText":"Semiconductors are good. Nvidia is on my shortlist","text":"Semiconductors are good. Nvidia is on my shortlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167345952","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167317259,"gmtCreate":1624247039771,"gmtModify":1703831494029,"author":{"id":"3579736270041651","authorId":"3579736270041651","name":"仁毅","avatar":"https://static.tigerbbs.com/3a007247d6cf59cf9f87a07e5440dd16","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579736270041651","authorIdStr":"3579736270041651"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167317259","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4926725,"gmtCreate":1624250440457,"gmtModify":1663229581839,"authorId":3569586413767440,"author":{"id":3569586413767440,"idStr":"3569586413767440","authorId":3569586413767440,"name":"HoeMeng","avatar":"https://static.tigerbbs.com/204cb10cf0f04fed8899705e7a54ea54","vip":1,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167317259,"type":1,"supId":0,"prevId":0,"content":"<u>Yeah</u>","text":"<u>Yeah</u>","html":"<u>Yeah</u>"}],"langContent":"EN"},{"id":167954069,"gmtCreate":1624244046351,"gmtModify":1703831407236,"author":{"id":"3578430315936371","authorId":"3578430315936371","name":"Datolee","avatar":"https://static.tigerbbs.com/73cc649a4ae349017567bf5c1badffcd","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3578430315936371","authorIdStr":"3578430315936371"},"htmlText":"[賤笑]&nbsp;","listText":"[賤笑]&nbsp;","text":"[賤笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167954069","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":167994740,"gmtCreate":1624241717380,"gmtModify":1703831324738,"author":{"id":"3579485832735627","authorId":"3579485832735627","name":"Irene104","avatar":"https://static.tigerbbs.com/51a81271b5c1b4f1ca7b728f547fc3ba","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3579485832735627","authorIdStr":"3579485832735627"},"htmlText":"Please like &amp; comment. Thanks.","listText":"Please like &amp; comment. Thanks.","text":"Please like & comment. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/167994740","repostId":1135514651,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4929767,"gmtCreate":1624263855609,"gmtModify":1663229592737,"authorId":3579485832735627,"author":{"id":3579485832735627,"idStr":"3579485832735627","authorId":3579485832735627,"name":"Irene104","avatar":"https://static.tigerbbs.com/51a81271b5c1b4f1ca7b728f547fc3ba","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167994740,"type":1,"supId":4929652,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":4929652,"gmtCreate":1624263536161,"gmtModify":1663229591641,"authorId":3573472992263411,"author":{"id":3573472992263411,"idStr":"3573472992263411","authorId":3573472992263411,"name":"Huathk","avatar":"https://static.tigerbbs.com/43c7168c646d9ea6805194ed0003f1cc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167994740,"type":1,"supId":0,"prevId":0,"content":"Gd","text":"Gd","html":"Gd"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":170,"commentSize":57,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1135514651"}