Nvidia, Texas Instruments are top semiconductor stocks among fund managers

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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 ...

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Orangejus
·2021-06-21
5G, IoT, E-commerce, AI, digitalisation of the global economy. Sell picks to the gold miners!
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HoeMeng
·2021-06-21
Yeah
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2
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KopiKit
·2021-06-21
Semiconductors are good. Nvidia is on my shortlist
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仁毅
·2021-06-21
Nice
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2
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- HoeMeng:
  Yeah
  2021-06-21
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Datolee
·2021-06-21
[賤笑]
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1
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Irene104
·2021-06-21
Please like & comment. Thanks.
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3
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- Irene104:
  Thanks
  2021-06-21
  Reply
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- Huathk:
  Gd
  2021-06-21
  Reply
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MIe
·2021-06-21
Nvidia power chips #
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Finree
·2021-06-21
Nvdia is always my favourite stock [開心]
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- kuppi:
  me too
  2021-06-21
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jaswsf
·2021-06-21
Good [強]
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2
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ming88
·2021-06-21
Nvdia
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LKF313
·2021-06-21
Nvidia [強]
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Sfun
·2021-06-21
nvdia
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bzlim
·2021-06-21
What is everyone's bet for semiconductor?
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Yjy
·2021-06-21
Good
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1
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Dangdang
·2021-06-21
[Cool]
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TK63
·2021-06-21
Wow
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Ngbl888
·2021-06-21
??????
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- TK63:
  great
  2021-06-21
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MaggieFann
·2021-06-21
i always have hope on Nvidia.
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- HarryCho:
  yes Nvidia
  2021-06-23
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- dearpat:
  Me too!
  2021-06-23
  Reply
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Legend_传奇
·2021-06-21
????
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TheTraDer
·2021-06-21
Gd
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- TheTraDer:
  up
  2021-06-21
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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,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"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,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"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,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"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,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"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,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"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,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"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"},{"id":167053613,"gmtCreate":1624240337032,"gmtModify":1703831264218,"author":{"id":"3577182936341023","authorId":"3577182936341023","name":"MIe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3577182936341023","authorIdStr":"3577182936341023"},"htmlText":"Nvidia power&nbsp;chips #","listText":"Nvidia power&nbsp;chips #","text":"Nvidia power chips #","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167053613","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167082797,"gmtCreate":1624239539919,"gmtModify":1703831227425,"author":{"id":"3578179845340728","authorId":"3578179845340728","name":"Finree","avatar":"https://static.tigerbbs.com/90e0afcf8b7bfce8ce34256846ba6981","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3578179845340728","authorIdStr":"3578179845340728"},"htmlText":"Nvdia is always my favourite stock&nbsp;[開心]&nbsp;","listText":"Nvdia is always my favourite stock&nbsp;[開心]&nbsp;","text":"Nvdia is always my favourite stock [開心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167082797","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4922706,"gmtCreate":1624240063163,"gmtModify":1663229557932,"authorId":3575011341539105,"author":{"id":3575011341539105,"idStr":"3575011341539105","authorId":3575011341539105,"name":"kuppi","avatar":"https://static.tigerbbs.com/1a1c96e4fc6f6f67de0450751c853214","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":167082797,"type":1,"supId":0,"prevId":0,"content":"me too","text":"me too","html":"me too"}],"langContent":"CN"},{"id":167083878,"gmtCreate":1624239385994,"gmtModify":1703831222328,"author":{"id":"3571893886885807","authorId":"3571893886885807","name":"jaswsf","avatar":"https://static.tigerbbs.com/ed600b3aaba5cb409e893412ae0ee2a9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3571893886885807","authorIdStr":"3571893886885807"},"htmlText":"Good&nbsp;[強]&nbsp;","listText":"Good&nbsp;[強]&nbsp;","text":"Good [強]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167083878","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":167017390,"gmtCreate":1624239267810,"gmtModify":1703831217192,"author":{"id":"3573024155766512","authorId":"3573024155766512","name":"ming88","avatar":"https://static.tigerbbs.com/2c9add9eb909f5fca48a94f070179385","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573024155766512","authorIdStr":"3573024155766512"},"htmlText":"Nvdia","listText":"Nvdia","text":"Nvdia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167017390","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167092416,"gmtCreate":1624238531535,"gmtModify":1703831186295,"author":{"id":"3573359298544292","authorId":"3573359298544292","name":"LKF313","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573359298544292","authorIdStr":"3573359298544292"},"htmlText":"Nvidia&nbsp;[強]&nbsp;","listText":"Nvidia&nbsp;[強]&nbsp;","text":"Nvidia [強]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167092416","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":167092984,"gmtCreate":1624238521148,"gmtModify":1703831185159,"author":{"id":"3579425512905776","authorId":"3579425512905776","name":"Sfun","avatar":"https://static.tigerbbs.com/677878018d08b9f3288b2153431bff4a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579425512905776","authorIdStr":"3579425512905776"},"htmlText":"nvdia","listText":"nvdia","text":"nvdia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167092984","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167007396,"gmtCreate":1624238342415,"gmtModify":1703831176074,"author":{"id":"3572436349218639","authorId":"3572436349218639","name":"bzlim","avatar":"https://static.tigerbbs.com/3b2aafaf14823285f7393917b6ff4f54","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3572436349218639","authorIdStr":"3572436349218639"},"htmlText":"What is everyone's bet for semiconductor?&nbsp;","listText":"What is everyone's bet for semiconductor?&nbsp;","text":"What is everyone's bet for semiconductor?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167007396","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167005373,"gmtCreate":1624238273392,"gmtModify":1703831173323,"author":{"id":"3583884757289843","authorId":"3583884757289843","name":"Yjy","avatar":"https://static.tigerbbs.com/c39b700ef189fa85ebc8950b8bca8421","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3583884757289843","authorIdStr":"3583884757289843"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167005373","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":167002874,"gmtCreate":1624238249498,"gmtModify":1703831171535,"author":{"id":"3569585854516006","authorId":"3569585854516006","name":"Dangdang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3569585854516006","authorIdStr":"3569585854516006"},"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167002874","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":164779528,"gmtCreate":1624237836864,"gmtModify":1703831151783,"author":{"id":"3568965050760713","authorId":"3568965050760713","name":"TK63","avatar":"https://static.tigerbbs.com/a4080eac72045136aac680a580145aba","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3568965050760713","authorIdStr":"3568965050760713"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164779528","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":164748039,"gmtCreate":1624237630121,"gmtModify":1703831139962,"author":{"id":"3579748021461539","authorId":"3579748021461539","name":"Ngbl888","avatar":"https://static.tigerbbs.com/8082d0505bb0fb0cacc583578d3a530d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579748021461539","authorIdStr":"3579748021461539"},"htmlText":"??????","listText":"??????","text":"??????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164748039","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4921588,"gmtCreate":1624237848509,"gmtModify":1663229553749,"authorId":3568965050760713,"author":{"id":3568965050760713,"idStr":"3568965050760713","authorId":3568965050760713,"name":"TK63","avatar":"https://static.tigerbbs.com/a4080eac72045136aac680a580145aba","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":164748039,"type":1,"supId":0,"prevId":0,"content":"great","text":"great","html":"great"}],"langContent":"EN"},{"id":164741599,"gmtCreate":1624237621911,"gmtModify":1703831141578,"author":{"id":"3576027137832593","authorId":"3576027137832593","name":"MaggieFann","avatar":"https://static.tigerbbs.com/77bd516200cbc0140d7f08dffde14f24","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":8,"crmLevelSwitch":0,"idStr":"3576027137832593","authorIdStr":"3576027137832593"},"htmlText":"i always have hope on Nvidia.","listText":"i always have hope on Nvidia.","text":"i always have hope on Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/164741599","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4978208,"gmtCreate":1624459481677,"gmtModify":1663229826633,"authorId":3580731121348262,"author":{"id":3580731121348262,"idStr":"3580731121348262","authorId":3580731121348262,"name":"HarryCho","avatar":"https://static.tigerbbs.com/639070cede31c8d9bbf16bb6b12339bf","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":164741599,"type":1,"supId":0,"prevId":0,"content":"yes Nvidia","text":"yes Nvidia","html":"yes Nvidia"},{"id":4965880,"gmtCreate":1624410979659,"gmtModify":1663229767026,"authorId":3562124135078682,"author":{"id":3562124135078682,"idStr":"3562124135078682","authorId":3562124135078682,"name":"dearpat","avatar":"https://static.tigerbbs.com/9072a048663c0910db6a2b1378b5b5a7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":164741599,"type":1,"supId":0,"prevId":0,"content":"Me too!","text":"Me too!","html":"Me too!"}],"langContent":"EN"},{"id":164740793,"gmtCreate":1624237539412,"gmtModify":1703831135755,"author":{"id":"3581938240380182","authorId":"3581938240380182","name":"Legend_传奇","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3581938240380182","authorIdStr":"3581938240380182"},"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164740793","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":164759309,"gmtCreate":1624237215601,"gmtModify":1703831123026,"author":{"id":"3564699872563563","authorId":"3564699872563563","name":"TheTraDer","avatar":"https://static.tigerbbs.com/8a7106d89a292fc159261f2863dcc3a9","vip":1,"crmLevel":8,"crmLevelSwitch":1,"idStr":"3564699872563563","authorIdStr":"3564699872563563"},"htmlText":"Gd","listText":"Gd","text":"Gd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164759309","repostId":1135514651,"repostType":4,"repost":{"id":"1135514651","pubTimestamp":1624234837,"share":"https://ttm.financial/m/news/1135514651?lang=&edition=fundamental","pubTime":"2021-06-21 08:20","market":"us","language":"en","title":"Nvidia, Texas Instruments are top semiconductor stocks among fund managers","url":"https://stock-news.laohu8.com/highlight/detail?id=1135514651","media":"seekingalpha","summary":"The most owned semiconductor stocks by U.S. long-only and hedge-fund active fund managers in May wer","content":"<ul>\n <li>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.</li>\n <li>The 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&amp;P 500 weight).</li>\n <li>Nvidia 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.\"</li>\n <li>Texas Instruments was up 214 bps Q/Q to 42.1% ownership, an all-time high and taking second place.</li>\n <li>Qualcomm(NASDAQ:QCOM)was down 134 bps to 38.3% with its relative weighting posting the biggest decline among semis, falling 17% to 1.14x.</li>\n <li>AMD(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.\"</li>\n <li>Among 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%.</li>\n <li>For 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.</li>\n <li>Skyworks(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. \"</li>\n <li>\"It's possible these stocks are more preferred by SMidcap, rather than large-cap managers,\" BofA says about the least-owned stocks.</li>\n <li>Recent semiconductor news:&nbsp;U.S. Senators propose 25% tax credit for U.S.semiconductor investments</li>\n</ul>","source":"seekingalpha","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>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; 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}\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\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TXN":"德州仪器"},"source_url":"https://seekingalpha.com/news/3707812-nvidia-texas-instruments-are-top-semiconductor-stocks-among-fund-managers","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1135514651","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","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4921294,"gmtCreate":1624237242038,"gmtModify":1663229549349,"authorId":3564699872563563,"author":{"id":3564699872563563,"idStr":"3564699872563563","authorId":3564699872563563,"name":"TheTraDer","avatar":"https://static.tigerbbs.com/8a7106d89a292fc159261f2863dcc3a9","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.43%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":164759309,"type":1,"supId":0,"prevId":0,"content":"<u>up</u>","text":"<u>up</u>","html":"<u>up</u>"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":170,"commentSize":57,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}