Nvidia Tops Semiconductor Rankings as Fund Managers Bet Big on AI-Led Growth

GuruFocus.com01-04

An industry analysis by Bank of America finds Nvidia (NASDAQ:NVDA) remained the most actively owned semiconductor stock among active U.S. fund managers as ownership rises to 72% as of December 2024, ...

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ETF"},"translate_title":"英伟达在半导体排名中名列前茅，基金经理押注人工智能主导的增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TXN":1,"AMD":1,"QCOM":1,"NVDA":1,"GFS":0.67,"INTC":0.67,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"An industry analysis by Bank of America finds Nvidia (NASDAQ:NVDA) remained the most actively owned semiconductor stock among active U.S. fund managers as ownership rises to 72% as of December 2024, up from 70% at the end of September.Traversing fund manager ownership, Broadcom ( AVGO) with 54.6%, Applied Materials ( AMAT), Advanced Micro Devices (AMD), Qualcomm (QCOM), Texas Instruments (TXN), behind Nvidia.Under the guidance of Vivek Arya, Bank of America analysts noted that although trust in Nvidia's long-term development is still high, the stock's portfolio weighting has somewhat altered to 1.01 times, from 0.99 times in September but remains below the 1.03 times recorded in December 2023.Nvidia (+2%), Broadcom (+2.4%), ON Semiconductor ( ON) (+0.4%), and Cadence Design Systems ( CDNS+) (+0.2%). Quarter-wide ownership rises Applied Materials (-4.4%), Lam Research ( LRCX), (-4%), Qualcomm (-3%), AMD (-2.8%), and Intel (-2.6%), experienced the greatest declines consecutively.The ongoing dominance of Nvidia underlines its appeal with fund managers projecting the long-term possibilities of artificial intelligence and high-performance computing in the semiconductor sector.This article first appeared on \nGuruFocus.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.4","shortVersion":"4.29.4","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/2500647125"}