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2022-09-20

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87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks

2022-08-11

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Investors Shunning Equities Set the Stage for Stocks’ Big Bounce

2022-07-22

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has invested most of its money in five familiar stocks.</li></ul><p>The Oracle of Omaha&#39;s $5.9 billion &#34;hidden&#34; portfolio is heavily concentrated in just a handful of stocks.</p><p>Few investors have been as successful as <b>Berkshire Hathaway</b> CEO Warren Buffett. Over the past 57 years, the Oracle of Omaha, as Buffett is now known, has delivered an average annual return of 20.1%for his company&#39;s Class A shares (BRK.A). In aggregate, we&#39;re talking about a gain of better than 3,600,000%, which compares to a 30,209% increase, including dividends paid, for the <b>S&amp;P 500</b> over the same period.</p><p>Because of Warren Buffett&#39;s incredible track record, it&#39;s not uncommon for investors to ride his coattails. Thankfully, because Berkshire Hathaway is required to file Form 13F with the Securities and Exchange Commission every quarter, this is pretty easy to do. A 13F is effectively a portfolio snapshot that allows investors to see what the brightest minds on Wall Street were buying, selling, and holding in the most recent quarter.</p><p>However, Berkshire Hathaway&#39;s 13Fdoesn&#39;t tell the full story. Due to an acquisition in 1998 of reinsurance company General Re, Buffett&#39;s company owns a specialty investment firm known as New England Asset Management (NEAM). Although Buffett isn&#39;t involved in NEAM&#39;s investment portfolio, the securities NEAM buys are, ultimately, owned by Buffett&#39;s company.</p><p>When the June-ended quarter came to a close, 87% of Warren Buffett&#39;s more-than-$5.9 billion &#34;secret portfolio&#34; was invested in just five stocks.</p><p><b>Apple: 47.24% of invested assets</b></p><p>Perhaps it&#39;s no surprise that New England Asset Management&#39;s largest holding by invested assets happens to be the stock that&#39;s Berkshire Hathaway&#39;s largest holding by a long shot: tech leader <b>Apple</b>. Apple accounted for roughly $2.8 billion of NEAM&#39;s $5.92 billion in assets under management, as of June 30, 2022.</p><p>What&#39;s made Apple such an incredible investment for so long? Both its innovation and its capital return program.</p><p>Innovation has helped Apple become the most-valuable brand in the world, according to a report by Kantar BrandZ. The continuing evolution of Apple&#39;s iPhone has fueled a loyal customer base and driven sales and profits to record heights.</p><p>However, Apple&#39;s future isall about promoting subscription services. CEO Tim Cook is presiding over this multiyear transition that will see Apple become more of a platform company. Doing so should boost its operating margins over time, and reduce the sales lumpiness often associated with product replacement cycles.</p><p>As for capital returns, Apple has one of the largest nominal dividend payouts on the planet, and has repurchased approximately $520 billion worth of its own common stock since the beginning of 2013. In other words, there&#39;s a very good reason Apple is the largest publicly traded company by market cap in the U.S.</p><p><b>U.S. Bancorp: 13.76% of invested assets</b></p><p>Warren Buffett is a big fan of bank stocks, and apparently so is the investment team that&#39;s overseeing Warren Buffett&#39;s secret portfolio. Regional bank<b>U.S. Bancorp</b>, the parent of the more-familiar U.S. Bank, accounted for close to 13.8% of invested assets at the end of June and has been a continuous holding in NEAM&#39;s portfolio for more than two decades.</p><p>The foundation for U.S. Bancorp&#39;s rock-solid operating performance is financial discipline. While most of its peers were making riskier derivative investments prior to the Great Recession, U.S. Bancorp has predominantly stuck to what I call the &#34;bread and butter&#34; of banking: growing its loans and deposits. This may not generate jaw-dropping sales and profit growth, but it does ensure some of the highest return on assets among large banks.</p><p>Additionally, U.S. Bancorp has done a phenomenal job of encouraging its customers to bank online or via mobile app. As of May 31, 82% of its active customers were banking digitally, with 64% of total loan sales being completed online or via mobile app. The latter is up from just 45% at the beginning of 2020.</p><p>Digital transactions are substantially cheaper for banks than in-person or phone-based interactions. As a result, U.S. Bancorp has been able to lower its noninterest expenses by consolidating some of its physical branches.</p><p><b>Bank of America: 11.96% of invested assets</b></p><p>Yet another huge Berkshire Hathaway holding that also makes up a sizable percentage of Warren Buffett&#39;s secret portfolio is <b>Bank of America</b>. Whereas NEAM holds close to 22.8 million shares of BofA, Berkshire Hathaway has north of 1 billion in its portfolio.</p><p>What makes a money-center giant like Bank of America such an attractive investment is simply time. Even though recessions are an inevitable part of the economic cycle, periods of expansion last considerably longer. Being patient and allowing the U.S. economy to grow over time is what allows a company like BofA to increase its loan portfolio and net interest income.</p><p>Another reason Bank of America looks like a stellar investment is its interest-rate sensitivity. With the Federal Reserve having no choice but to aggressively raise interest rates to rein in historically high inflation, Bank of America is set to generate billions of dollars in added net interest income on its outstanding variable-rate loans without having to lift a finger.</p><p>And don&#39;t overlook the capital return potential of bank stocks, either. When the U.S. economy is humming along, it&#39;s not uncommon for a giant like BofA to return in excess of $25 billion, annually, to shareholders via share buybacks and dividends.</p><p><b>HP: 9.12% of invested assets</b></p><p>Warren Buffett&#39;s secret portfolio loves a good value stock. That&#39;s exactly what NEAM is getting with personal-computing and printing solutions company <b>HP</b>, at a valuation of less than 7 times Wall Street&#39;s forward-year forecast earnings.</p><p>The answer to &#34;Why HP?&#34; can be boiled down to three catalysts. First, PC and printing solution sales tend to be highly predictable, even during periods of economic weakness. This is a mature industry that produces plenty of cash flow -- and Wall Street does love companies that are predictable.</p><p>Secondly, New England Asset Management&#39;s investment team is probably just as enamored as Warren Buffett has been with HP&#39;s capital return program. The company increased its base annual payout by 29% in 2021, and has been aggressively repurchasing its common stock. For companies with steady or rising net income, a shrinking outstanding share count can boost earnings per share and make a stock appear more fundamentally attractive to investors.</p><p>Thirdly, at less than 7 times forecast earnings for the upcoming year, HP&#39;s shares probably have a safe floor built in. Even if the company has few near-term upside catalysts, there&#39;s probably not a lot of additional downside, either.</p><p><b>Chevron: 5.26% of invested assets</b></p><p>Rounding out the top five holdings in Warren Buffett&#39;s secret portfolio is oil stock <b>Chevron</b>. During the second quarter, HP and Chevron wereNew England Asset Management&#39;s two biggest buys.</p><p>One of the reasons Chevron is such a successful energy stock is its integrated structure. Though it generates its juiciest operating margins from its upstream drilling operations, Chevron also owns midstream (transmission pipelines) and downstream (chemical plants and refineries) assets. Midstream assets typically rely on fixed-fee or volume-based contracts that produce very predictable cash flow. Meanwhile, chemical plants and refineries benefit from lower input costs when the price of crude oil falls. In other words, Chevron is well hedged no matter what happens to the prices of oil and natural gas.</p><p>However, the next couple of years bode well for oil stocks. Due to the COVID-19 pandemic, global energy majors have purposely pared back their capital investments. That and Russia&#39;s invasion of Ukraine make it clear that increasing global oil production is going to be a lengthy and arduous process. That&#39;s good news for drilling companies that are counting on a sustainably higher price for crude oil.</p><p>To keep with the theme of this list, &#34;big oil&#34; companies like Chevron are also well-known for their bountiful capital return programs. In the wake of historically high oil and natural gas prices, Chevron has pledged to repurchase up to $10 billion worth of its common stock this year, and it pays out one of the largest nominal dividends. Having what&#39;s arguably the best balance sheet among integrated oil companies affords Chevron the freedom to reward its long-term investors.</p></body></html>","source":"fool_stock","collect":0,"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>87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks</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\">\n87% of Warren Buffett's Secret Portfolio Is Invested in These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 13:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a greater-than-3,600,000% return.Due to an acquisition 24 years ago, Buffett's company owns a specialty ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CVX":"雪佛龙","USB":"美国合众银行","AAPL":"苹果","HPQ":"惠普","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/09/19/87-warren-buffett-secret-portfolio-is-in-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184809965","content_text":"KEY POINTSSince becoming CEO in 1965, Warren Buffett has led his company's Class A shares to a greater-than-3,600,000% return.Due to an acquisition 24 years ago, Buffett's company owns a specialty investment firm that oversees $5.9 billion in assets under management.This \"secret portfolio\" has invested most of its money in five familiar stocks.The Oracle of Omaha's $5.9 billion \"hidden\" portfolio is heavily concentrated in just a handful of stocks.Few investors have been as successful as Berkshire Hathaway CEO Warren Buffett. Over the past 57 years, the Oracle of Omaha, as Buffett is now known, has delivered an average annual return of 20.1%for his company's Class A shares (BRK.A). In aggregate, we're talking about a gain of better than 3,600,000%, which compares to a 30,209% increase, including dividends paid, for the S&P 500 over the same period.Because of Warren Buffett's incredible track record, it's not uncommon for investors to ride his coattails. Thankfully, because Berkshire Hathaway is required to file Form 13F with the Securities and Exchange Commission every quarter, this is pretty easy to do. A 13F is effectively a portfolio snapshot that allows investors to see what the brightest minds on Wall Street were buying, selling, and holding in the most recent quarter.However, Berkshire Hathaway's 13Fdoesn't tell the full story. Due to an acquisition in 1998 of reinsurance company General Re, Buffett's company owns a specialty investment firm known as New England Asset Management (NEAM). Although Buffett isn't involved in NEAM's investment portfolio, the securities NEAM buys are, ultimately, owned by Buffett's company.When the June-ended quarter came to a close, 87% of Warren Buffett's more-than-$5.9 billion \"secret portfolio\" was invested in just five stocks.Apple: 47.24% of invested assetsPerhaps it's no surprise that New England Asset Management's largest holding by invested assets happens to be the stock that's Berkshire Hathaway's largest holding by a long shot: tech leader Apple. Apple accounted for roughly $2.8 billion of NEAM's $5.92 billion in assets under management, as of June 30, 2022.What's made Apple such an incredible investment for so long? Both its innovation and its capital return program.Innovation has helped Apple become the most-valuable brand in the world, according to a report by Kantar BrandZ. The continuing evolution of Apple's iPhone has fueled a loyal customer base and driven sales and profits to record heights.However, Apple's future isall about promoting subscription services. CEO Tim Cook is presiding over this multiyear transition that will see Apple become more of a platform company. Doing so should boost its operating margins over time, and reduce the sales lumpiness often associated with product replacement cycles.As for capital returns, Apple has one of the largest nominal dividend payouts on the planet, and has repurchased approximately $520 billion worth of its own common stock since the beginning of 2013. In other words, there's a very good reason Apple is the largest publicly traded company by market cap in the U.S.U.S. Bancorp: 13.76% of invested assetsWarren Buffett is a big fan of bank stocks, and apparently so is the investment team that's overseeing Warren Buffett's secret portfolio. Regional bankU.S. Bancorp, the parent of the more-familiar U.S. Bank, accounted for close to 13.8% of invested assets at the end of June and has been a continuous holding in NEAM's portfolio for more than two decades.The foundation for U.S. Bancorp's rock-solid operating performance is financial discipline. While most of its peers were making riskier derivative investments prior to the Great Recession, U.S. Bancorp has predominantly stuck to what I call the \"bread and butter\" of banking: growing its loans and deposits. This may not generate jaw-dropping sales and profit growth, but it does ensure some of the highest return on assets among large banks.Additionally, U.S. Bancorp has done a phenomenal job of encouraging its customers to bank online or via mobile app. As of May 31, 82% of its active customers were banking digitally, with 64% of total loan sales being completed online or via mobile app. The latter is up from just 45% at the beginning of 2020.Digital transactions are substantially cheaper for banks than in-person or phone-based interactions. As a result, U.S. Bancorp has been able to lower its noninterest expenses by consolidating some of its physical branches.Bank of America: 11.96% of invested assetsYet another huge Berkshire Hathaway holding that also makes up a sizable percentage of Warren Buffett's secret portfolio is Bank of America. Whereas NEAM holds close to 22.8 million shares of BofA, Berkshire Hathaway has north of 1 billion in its portfolio.What makes a money-center giant like Bank of America such an attractive investment is simply time. Even though recessions are an inevitable part of the economic cycle, periods of expansion last considerably longer. Being patient and allowing the U.S. economy to grow over time is what allows a company like BofA to increase its loan portfolio and net interest income.Another reason Bank of America looks like a stellar investment is its interest-rate sensitivity. With the Federal Reserve having no choice but to aggressively raise interest rates to rein in historically high inflation, Bank of America is set to generate billions of dollars in added net interest income on its outstanding variable-rate loans without having to lift a finger.And don't overlook the capital return potential of bank stocks, either. When the U.S. economy is humming along, it's not uncommon for a giant like BofA to return in excess of $25 billion, annually, to shareholders via share buybacks and dividends.HP: 9.12% of invested assetsWarren Buffett's secret portfolio loves a good value stock. That's exactly what NEAM is getting with personal-computing and printing solutions company HP, at a valuation of less than 7 times Wall Street's forward-year forecast earnings.The answer to \"Why HP?\" can be boiled down to three catalysts. First, PC and printing solution sales tend to be highly predictable, even during periods of economic weakness. This is a mature industry that produces plenty of cash flow -- and Wall Street does love companies that are predictable.Secondly, New England Asset Management's investment team is probably just as enamored as Warren Buffett has been with HP's capital return program. The company increased its base annual payout by 29% in 2021, and has been aggressively repurchasing its common stock. For companies with steady or rising net income, a shrinking outstanding share count can boost earnings per share and make a stock appear more fundamentally attractive to investors.Thirdly, at less than 7 times forecast earnings for the upcoming year, HP's shares probably have a safe floor built in. Even if the company has few near-term upside catalysts, there's probably not a lot of additional downside, either.Chevron: 5.26% of invested assetsRounding out the top five holdings in Warren Buffett's secret portfolio is oil stock Chevron. During the second quarter, HP and Chevron wereNew England Asset Management's two biggest buys.One of the reasons Chevron is such a successful energy stock is its integrated structure. Though it generates its juiciest operating margins from its upstream drilling operations, Chevron also owns midstream (transmission pipelines) and downstream (chemical plants and refineries) assets. Midstream assets typically rely on fixed-fee or volume-based contracts that produce very predictable cash flow. Meanwhile, chemical plants and refineries benefit from lower input costs when the price of crude oil falls. In other words, Chevron is well hedged no matter what happens to the prices of oil and natural gas.However, the next couple of years bode well for oil stocks. Due to the COVID-19 pandemic, global energy majors have purposely pared back their capital investments. That and Russia's invasion of Ukraine make it clear that increasing global oil production is going to be a lengthy and arduous process. That's good news for drilling companies that are counting on a sustainably higher price for crude oil.To keep with the theme of this list, \"big oil\" companies like Chevron are also well-known for their bountiful capital return programs. In the wake of historically high oil and natural gas prices, Chevron has pledged to repurchase up to $10 billion worth of its common stock this year, and it pays out one of the largest nominal dividends. Having what's arguably the best balance sheet among integrated oil companies affords Chevron the freedom to reward its long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907204918,"gmtCreate":1660191091839,"gmtModify":1703478954771,"author":{"id":"3581590470543146","authorId":"3581590470543146","name":"Gek","avatar":"https://community-static.tradeup.com/news/6a3e72724c823b39f90968f377b87e0c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907204918","repostId":"2258225376","repostType":4,"repost":{"id":"2258225376","pubTimestamp":1660185000,"share":"https://www.laohu8.com/m/news/2258225376?lang=&edition=full","pubTime":"2022-08-11 10:30","market":"us","language":"en","title":"Investors Shunning Equities Set the Stage for Stocks’ Big Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2258225376","media":"Bloomberg","summary":"Retail investors are chasing gains in meme stocks, optionsHedge funds are forced to unwind short sal","content":"<html><head></head><body><ul><li>Retail investors are chasing gains in meme stocks, options</li><li>Hedge funds are forced to unwind short sales amid rally</li></ul><p>Nobody saw it coming, and now everyone wants in.</p><p>That’s a nutshell synopsis of how an improbable equity market bounce is threatening to become a meltup. Hedge funds slashed stocks, mutual funds flocked to cash, and even hard-to-daunt retail traders reined in their glee, draining the market of sellers and creating a backdrop where the slightest good news forced everyone back.</p><p>That’s what investors got Wednesday, news inflation had cooled -- slightly -- from a generational high. The result was a dash back into risk assets as well as short-dated government bonds, with both markets interpreting July’s consumer price index as giving the Federal Reserve room to breathe in coming months.</p><p>“It was more a sentiment rally and technical rally than anything to do with fundamentals or macro,” said Victoria Greene, founding partner and chief investment officer at G Squared Private Wealth. “Some will worry about FOMO. We will be patient.”</p><p><img src=\"https://static.tigerbbs.com/06b128a1b5c9b41da066ba7d8681f5f5\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>The speed with which views are evolving can be seen in notes from Michael Purves, founder of Tallbacken Capital Advisors. Days after slashing his year-end target for the S&amp;P 500 to 4,500 from 5,500, the market veteran said Wednesday’s rally pushed through some key chart levels that open the door for “an abrupt move” to 4,400. The index closed at 4,210 Wednesday.</p><p>“This recommendation does not suggest we think we are out of the woods and we are back to a sustained buy the dip condition,” Purves wrote in a note. “But we are dealing with a high volatility environment -- and that volatility can work both ways.”</p><p>The S&amp;P 500 climbed 2.1% Wednesday to a three-month high, led by economically sensitive shares like chipmakers and car manufacturers. The Nasdaq Composite Index advanced 2.9%, extending its gain from its 2022 trough past 20%, a threshold that can be framed as indicating an end to its bear market.</p><p>Traders quickly dialed back on the amount of tightening that the Fed is likely to carry out, sending Treasury yields lower at the front end of the yield curve. Longer-dated bonds gave back earlier gains after two Fed officials warned that the central bank was a long way from ending its tightening cycle, let alone reversing it.</p><p>In stocks, right now, the pain trade is clearly upward for those who cashed out during the rout that marked the worst first half in five decades. And there are signs that money is flocking back.</p><p>In the past week, individual investors gobbled up an estimated $3.4 billion of shares, 62% higher from the previous week, industry data compiled by JPMorgan Chase &amp; Co. showed.</p><p><img src=\"https://static.tigerbbs.com/062df73da622d98cd0bc480f9508f579\" tg-width=\"800\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>Around the market’s trough in June,retail investors gave up on their long-held bullish stance, selling shares at the fastest pace in almost two years, according to data tracked by JPMorgan. Meanwhile,hedge funds that make both bullish and bearish wagers cut their net exposure to the lowest level since 2009, client data compiled by Morgan Stanley’s prime broker showed.</p><p>While stocks kept marching higher in July, the mood only got darker, with Bank of America Corp.’s survey of money managers pointing to the lowest equity allocation since October 2008.</p><p>All the bearishness was met with a painful reckoning as the equity rally showed no signs of abating, or at least not yet. Up 15% from its June trough, the S&amp;P 500 has broken resistance after resistance, with the index sitting around 20 points from recouping half of its bear market losses, a milestone that some chartists say will herald a full recovery.</p><p><img src=\"https://static.tigerbbs.com/81d69c1d64cbefd5f3a9bfe8b0c5dc37\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Bears have been forced to unwind their bets against stocks. Hedge funds tracked by Morgan Stanley last week covered their shorts at one of the fastest paces this year. So did some rules-based quant traders who had ratcheted up their short positions in the futures market.</p><p>The unwinding has helped spur a 33% surge in a basket of most-shorted stocks since July, including a 5.1% gain on Wednesday.</p><p>Animal spirits are awakening among the retail crowd. They piled into the risky fringe of the market, from freshly minted stocks such as AMTD Digital Inc. to their long-time favorite meme names like AMC Entertainment Holdings Inc. The urge to make quick money has promoted small-fry investors to pick up an old habit of trading call options -- weeks after they paid near-record premiums for bearish put sversus calls.</p><p>Along the market recovery, Jack Ablin, chief investment officer at Cresset Capital, has stayed cautious, though Wednesday’s rally is giving him confidence that the worst of the rout has run its course.</p><p>“While one month doesn’t a trend make, we’re heartened by the direction in price activity,” he said. “We remain underweight equities, but today’s report provides further evidence that the bottom in stocks is behind us.”</p></body></html>","source":"lsy1584095487587","collect":0,"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>Investors Shunning Equities Set the Stage for Stocks’ Big Bounce</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\">\nInvestors Shunning Equities Set the Stage for Stocks’ Big Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-10/cut-to-bone-positioning-set-the-stage-for-stocks-big-bounce><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Retail investors are chasing gains in meme stocks, optionsHedge funds are forced to unwind short sales amid rallyNobody saw it coming, and now everyone wants in.That’s a nutshell synopsis of how an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-10/cut-to-bone-positioning-set-the-stage-for-stocks-big-bounce\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-10/cut-to-bone-positioning-set-the-stage-for-stocks-big-bounce","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2258225376","content_text":"Retail investors are chasing gains in meme stocks, optionsHedge funds are forced to unwind short sales amid rallyNobody saw it coming, and now everyone wants in.That’s a nutshell synopsis of how an improbable equity market bounce is threatening to become a meltup. Hedge funds slashed stocks, mutual funds flocked to cash, and even hard-to-daunt retail traders reined in their glee, draining the market of sellers and creating a backdrop where the slightest good news forced everyone back.That’s what investors got Wednesday, news inflation had cooled -- slightly -- from a generational high. The result was a dash back into risk assets as well as short-dated government bonds, with both markets interpreting July’s consumer price index as giving the Federal Reserve room to breathe in coming months.“It was more a sentiment rally and technical rally than anything to do with fundamentals or macro,” said Victoria Greene, founding partner and chief investment officer at G Squared Private Wealth. “Some will worry about FOMO. We will be patient.”The speed with which views are evolving can be seen in notes from Michael Purves, founder of Tallbacken Capital Advisors. Days after slashing his year-end target for the S&P 500 to 4,500 from 5,500, the market veteran said Wednesday’s rally pushed through some key chart levels that open the door for “an abrupt move” to 4,400. The index closed at 4,210 Wednesday.“This recommendation does not suggest we think we are out of the woods and we are back to a sustained buy the dip condition,” Purves wrote in a note. “But we are dealing with a high volatility environment -- and that volatility can work both ways.”The S&P 500 climbed 2.1% Wednesday to a three-month high, led by economically sensitive shares like chipmakers and car manufacturers. The Nasdaq Composite Index advanced 2.9%, extending its gain from its 2022 trough past 20%, a threshold that can be framed as indicating an end to its bear market.Traders quickly dialed back on the amount of tightening that the Fed is likely to carry out, sending Treasury yields lower at the front end of the yield curve. Longer-dated bonds gave back earlier gains after two Fed officials warned that the central bank was a long way from ending its tightening cycle, let alone reversing it.In stocks, right now, the pain trade is clearly upward for those who cashed out during the rout that marked the worst first half in five decades. And there are signs that money is flocking back.In the past week, individual investors gobbled up an estimated $3.4 billion of shares, 62% higher from the previous week, industry data compiled by JPMorgan Chase & Co. showed.Around the market’s trough in June,retail investors gave up on their long-held bullish stance, selling shares at the fastest pace in almost two years, according to data tracked by JPMorgan. Meanwhile,hedge funds that make both bullish and bearish wagers cut their net exposure to the lowest level since 2009, client data compiled by Morgan Stanley’s prime broker showed.While stocks kept marching higher in July, the mood only got darker, with Bank of America Corp.’s survey of money managers pointing to the lowest equity allocation since October 2008.All the bearishness was met with a painful reckoning as the equity rally showed no signs of abating, or at least not yet. Up 15% from its June trough, the S&P 500 has broken resistance after resistance, with the index sitting around 20 points from recouping half of its bear market losses, a milestone that some chartists say will herald a full recovery.Bears have been forced to unwind their bets against stocks. Hedge funds tracked by Morgan Stanley last week covered their shorts at one of the fastest paces this year. So did some rules-based quant traders who had ratcheted up their short positions in the futures market.The unwinding has helped spur a 33% surge in a basket of most-shorted stocks since July, including a 5.1% gain on Wednesday.Animal spirits are awakening among the retail crowd. They piled into the risky fringe of the market, from freshly minted stocks such as AMTD Digital Inc. to their long-time favorite meme names like AMC Entertainment Holdings Inc. The urge to make quick money has promoted small-fry investors to pick up an old habit of trading call options -- weeks after they paid near-record premiums for bearish put sversus calls.Along the market recovery, Jack Ablin, chief investment officer at Cresset Capital, has stayed cautious, though Wednesday’s rally is giving him confidence that the worst of the rout has run its course.“While one month doesn’t a trend make, we’re heartened by the direction in price activity,” he said. “We remain underweight equities, but today’s report provides further evidence that the bottom in stocks is behind us.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077325527,"gmtCreate":1658456773869,"gmtModify":1676536162478,"author":{"id":"3581590470543146","authorId":"3581590470543146","name":"Gek","avatar":"https://community-static.tradeup.com/news/6a3e72724c823b39f90968f377b87e0c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077325527","repostId":"1167504690","repostType":4,"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9910415432,"gmtCreate":1663662319726,"gmtModify":1676537311025,"author":{"id":"3581590470543146","authorId":"3581590470543146","name":"Gek","avatar":"https://community-static.tradeup.com/news/6a3e72724c823b39f90968f377b87e0c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good piece of information[Miser]&nbsp;","listText":"Good piece of information[Miser]&nbsp;","text":"Good piece of information[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9910415432","repostId":"1184809965","repostType":2,"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9077325527,"gmtCreate":1658456773869,"gmtModify":1676536162478,"author":{"id":"3581590470543146","authorId":"3581590470543146","name":"Gek","avatar":"https://community-static.tradeup.com/news/6a3e72724c823b39f90968f377b87e0c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077325527","repostId":"1167504690","repostType":4,"repost":{"id":"1167504690","pubTimestamp":1658454795,"share":"https://www.laohu8.com/m/news/1167504690?lang=&edition=full","pubTime":"2022-07-22 09:53","market":"us","language":"en","title":"5 Top Stocks Cathie Wood Bought This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1167504690","media":"InvestorPlace","summary":"Cathie Wood's stock purchases have largely outnumbered her sales this week.The fund manager purchase","content":"<html><head></head><body><ul><li>Cathie Wood&#39;s stock purchases have largely outnumbered her sales this week.</li><li>The fund manager purchased shares in companies like <b>Ginkgo Bioworks</b>(<b><u>DNA</u></b>) and <b>Teradyne</b>(<b><u>TER</u></b>).</li><li>Shares of her flagship ETF, the <b>ARK Innovation ETF</b>(<b><u>ARKK</u></b>), are down over 45% year-to-date.</li></ul><p>Shares of Cathie Wood’s flagship exchange-traded fund (ETF), the <b>ARK Innovation ETF</b>(NYSEARCA:<b><u>ARKK</u></b>), are up about 20% the past month. Despite the short term recovery, the ETF is still down more than 45% year-to-date. Cathie Wood stocks haven’t exactly beaten the market so far this year.</p><p>In related news, the <b>ARK Transparency ETF</b>(BATS:<b><u>CTRU</u></b>) will officially be shutting down just eight months after its launch. However, the termination of the fund is not related to performance or a lack of popularity. Rather, the index that CTRU tracks, <b>The Transparency Index</b>, will cease to calculate performance at the end of the month. <b>Ark Invest</b>stated that it had failed to find an alternative index to track. CTRU will close on July 26, or “as soon as practical thereafter.” This will be Ark’s first ever fund-closure.</p><p>With that in mind, let’s take a look at five stocks that Cathie Wood bought this week.</p><p>5 Top Stocks Cathie Wood Bought This Week</p><p>1.<b>Kratos Defense &amp; Security Solutions</b>(<b>KTOS</b>)</p><p><b>Kratos</b>(NASDAQ:<b><u>KTOS</u></b>) operates as a national security company that develops weapons and communication and cybersecurity services for the U.S. and its allies. Unlike many other companies who are cutting their workforce, Kratos recently announced additional job openings at its facility in Birmingham, Alabama. The company also announced that it will invest $8.6 million at its Birmingham facility over the next five years. This investment will support advancements in hypersonic technology.</p><p>From July 18 to July 20, Wood purchased219,011 shares of KTOS through two of her ETFs. After the purchases, Ark Invest now owns a total of 9.96 million shares.</p><p>2.<b>Teradyne</b>(<b>TER</b>)</p><p><b>Teradyne</b>(NASDAQ:<b><u>TER</u></b>) is an automatic test equipment designer that serves customers such as <b>Intel</b>(NASDAQ:<b>INTC</b>) and <b>Qualcomm</b>(NASDAQ:<b>QCOM</b>). The company helps customers automate two key aspects of manufacturing: task automation and electronic testing. The company’s task automation process utilizes collaborative robots to help automate tasks and deliver a fast return on investment (ROI). The electronics testing process helps companies reduce the time-to-market for products using automated test equipment (ATE).</p><p>From July 18 to July 20, Wood purchased53,822 shares of TER through two of her ETFs. Ark Invest now owns a total of 497,048 shares.</p><p>3. <b>Ginkgo Bioworks</b>(<b>DNA</b>)</p><p><b>Ginkgo Bioworks</b>(NYSE:<b><u>DNA</u></b>) is one of the few companies that Wood has been relentlessly buying through ARKK and the <b>ARK Genomic Revolution ETF</b>(BATS:<b><u>ARKG</u></b>). On July 18, the two ETFs scooped up a total of1.15 million shares. After the purchases, Ark Invest owns a total of 86.41 million shares, making it a top ten shareholder. Across all Ark ETFs, DNA is currently the 19th largest position with a 1.63% allocation.</p><p>Ginkgo is a biotech company that specializes in genetic engineering. The company is involved with programming cells in a multitude of industries, ranging from food to therapeutics. This week, Ginkgo announced acollaborationwith<b>SumitomoChemicals</b>, a leading chemical company in Japan. Sumitomo will leverage Ginkgo’s engineering expertise and codebase to help improve products in several industries, such as the beauty and personal care industry.</p><p>4.<b>Trimble</b>(<b>TRMB</b>)</p><p><b>Trimble</b>(NASDAQ:<b><u>TRMB</u></b>) provides software and hardware solutions across a variety of industries. The company employs workers in over 40 countries, while its solutions are used in over 150 countries. Additionally, TRMB carries an average price target of $88.29among seven firms with coverage of the stock. This implies upside of more than 35% from current price levels.</p><p>From July 18 to July 20, Ark Invest purchased 70,734 shares of TRMB through two of its ETFs. This marks a major shift in trend, as Ark only sold shares of Trimble between Dec. 27 and May 2. After the purchases, Ark owns a total of 2.22 million shares.</p><p>5. <b>Twist Bioscience</b>(<b>TWST</b>)</p><p><b>Twist Bioscience</b>(NASDAQ:<b><u>TWST</u></b>) is a DNA synthesis company that offers DNA products to customers in several industries. The company developed a proprietary synthetic DNA manufacturing process that allows it to “minimize” the chemistry used for DNA synthesis. The miniaturization allows Twist to “reduce the reaction volumes by a factor of 1,000,000 while increasing throughput by a factor of 1,000.” As a result, Twist’s DNA process translates into time and cost savings for its customers.</p><p>On July 18, ARKK and ARKG purchased a total of 39,624 shares of TWST. After the purchases, Ark now owns a total of 6.59 million shares, making it the second largest shareholder behind <b>FMR</b>.</p></body></html>","source":"lsy1606302653667","collect":0,"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>5 Top Stocks Cathie Wood Bought This Week</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\">\n5 Top Stocks Cathie Wood Bought This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-22 09:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/5-top-stocks-cathie-wood-bought-this-week-2/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's stock purchases have largely outnumbered her sales this week.The fund manager purchased shares in companies like Ginkgo Bioworks(DNA) and Teradyne(TER).Shares of her flagship ETF, the ...</p>\n\n<a href=\"https://investorplace.com/2022/07/5-top-stocks-cathie-wood-bought-this-week-2/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TER":"泰瑞达","KTOS":"克瑞拓斯安全防卫","TRMB":"天宝导航","TWST":"Twist Bioscience Corp","DNA":"Ginkgo Bioworks Holdings Inc."},"source_url":"https://investorplace.com/2022/07/5-top-stocks-cathie-wood-bought-this-week-2/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167504690","content_text":"Cathie Wood's stock purchases have largely outnumbered her sales this week.The fund manager purchased shares in companies like Ginkgo Bioworks(DNA) and Teradyne(TER).Shares of her flagship ETF, the ARK Innovation ETF(ARKK), are down over 45% year-to-date.Shares of Cathie Wood’s flagship exchange-traded fund (ETF), the ARK Innovation ETF(NYSEARCA:ARKK), are up about 20% the past month. Despite the short term recovery, the ETF is still down more than 45% year-to-date. Cathie Wood stocks haven’t exactly beaten the market so far this year.In related news, the ARK Transparency ETF(BATS:CTRU) will officially be shutting down just eight months after its launch. However, the termination of the fund is not related to performance or a lack of popularity. Rather, the index that CTRU tracks, The Transparency Index, will cease to calculate performance at the end of the month. Ark Investstated that it had failed to find an alternative index to track. CTRU will close on July 26, or “as soon as practical thereafter.” This will be Ark’s first ever fund-closure.With that in mind, let’s take a look at five stocks that Cathie Wood bought this week.5 Top Stocks Cathie Wood Bought This Week1.Kratos Defense & Security Solutions(KTOS)Kratos(NASDAQ:KTOS) operates as a national security company that develops weapons and communication and cybersecurity services for the U.S. and its allies. Unlike many other companies who are cutting their workforce, Kratos recently announced additional job openings at its facility in Birmingham, Alabama. The company also announced that it will invest $8.6 million at its Birmingham facility over the next five years. This investment will support advancements in hypersonic technology.From July 18 to July 20, Wood purchased219,011 shares of KTOS through two of her ETFs. After the purchases, Ark Invest now owns a total of 9.96 million shares.2.Teradyne(TER)Teradyne(NASDAQ:TER) is an automatic test equipment designer that serves customers such as Intel(NASDAQ:INTC) and Qualcomm(NASDAQ:QCOM). The company helps customers automate two key aspects of manufacturing: task automation and electronic testing. The company’s task automation process utilizes collaborative robots to help automate tasks and deliver a fast return on investment (ROI). The electronics testing process helps companies reduce the time-to-market for products using automated test equipment (ATE).From July 18 to July 20, Wood purchased53,822 shares of TER through two of her ETFs. Ark Invest now owns a total of 497,048 shares.3. Ginkgo Bioworks(DNA)Ginkgo Bioworks(NYSE:DNA) is one of the few companies that Wood has been relentlessly buying through ARKK and the ARK Genomic Revolution ETF(BATS:ARKG). On July 18, the two ETFs scooped up a total of1.15 million shares. After the purchases, Ark Invest owns a total of 86.41 million shares, making it a top ten shareholder. Across all Ark ETFs, DNA is currently the 19th largest position with a 1.63% allocation.Ginkgo is a biotech company that specializes in genetic engineering. The company is involved with programming cells in a multitude of industries, ranging from food to therapeutics. This week, Ginkgo announced acollaborationwithSumitomoChemicals, a leading chemical company in Japan. Sumitomo will leverage Ginkgo’s engineering expertise and codebase to help improve products in several industries, such as the beauty and personal care industry.4.Trimble(TRMB)Trimble(NASDAQ:TRMB) provides software and hardware solutions across a variety of industries. The company employs workers in over 40 countries, while its solutions are used in over 150 countries. Additionally, TRMB carries an average price target of $88.29among seven firms with coverage of the stock. This implies upside of more than 35% from current price levels.From July 18 to July 20, Ark Invest purchased 70,734 shares of TRMB through two of its ETFs. This marks a major shift in trend, as Ark only sold shares of Trimble between Dec. 27 and May 2. After the purchases, Ark owns a total of 2.22 million shares.5. Twist Bioscience(TWST)Twist Bioscience(NASDAQ:TWST) is a DNA synthesis company that offers DNA products to customers in several industries. The company developed a proprietary synthetic DNA manufacturing process that allows it to “minimize” the chemistry used for DNA synthesis. The miniaturization allows Twist to “reduce the reaction volumes by a factor of 1,000,000 while increasing throughput by a factor of 1,000.” As a result, Twist’s DNA process translates into time and cost savings for its customers.On July 18, ARKK and ARKG purchased a total of 39,624 shares of TWST. After the purchases, Ark now owns a total of 6.59 million shares, making it the second largest shareholder behind FMR.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907204918,"gmtCreate":1660191091839,"gmtModify":1703478954771,"author":{"id":"3581590470543146","authorId":"3581590470543146","name":"Gek","avatar":"https://community-static.tradeup.com/news/6a3e72724c823b39f90968f377b87e0c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907204918","repostId":"2258225376","repostType":4,"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}