Strategy ML Developed Markets Technology

ML Developed Markets Technology

basketnameweekchmonthchytdchyearch
ML Developed Markets Technology0.37-6.48-6.84-1.92

Select Equity Indexes Yields

nameweekchmonthchytdchyearch
Russian Trading System Cash Index-12.35-15.63-14.61-16.08
S&P 500 Index-3.23-6.24-8.87-6.89
Hong Kong Hang Seng Index-5.38-11.25-11.53-18.36
Ibovespa Brasil Sao Paulo Stock Exchange Index-6.78-13.60-12.49-22.60
S&P BSE SENSEX Index-2.43-5.22-6.40-14.02

Best Stocks 1m in USD %ch
NameChngePctCountry
(FLIR:US)5.32United States
Alcatel-Lucent (ALU:FP)4.21France
Gemalto NV (GTO:NA)3.20Netherlands
Equinix Inc (EQIX:US)2.51United States
Amadeus IT Holding SA (AMS:SM)2.26Spain
Altera Corp (ALTR:US)1.47United States
Harris Corp (HRS:US)1.34United States
00004000 Symantec Corp (SYMC:US)0.25United States
SAP SE (SAP:GR)-0.20Germany
Marvell Technology Group Ltd (MRVL:US)-0.82Bermuda

Worst Stocks 1m in USD %
NameChngePctCountry
Qorvo Inc (QRVO:US)-29.49United States
Skyworks Solutions Inc (SWKS:US)-28.63United States
NetApp Inc (NTAP:US)-27.02United States
Twitter Inc (TWTR:US)-25.25United States
Autodesk Inc (ADSK:US)-20.47United States
Palo Alto Networks Inc (PANW:US)-20.43United States
FleetCor Technologies Inc (FLT:US)-20.28United States
Total System Services Inc (TSS:US)-19.79United States
Teradata Corp (TDC:US)-19.37United States
VeriSign Inc (VRSN:US)-17.80United States

Best Stocks YTD in USD %
NameChngePctCountry
(FLIR:US)11.44United States
Gemalto NV (GTO:NA)4.69Netherlands
Alcatel-Lucent (ALU:FP)3.74France
Tokyo Elect 00004000 ron Ltd (8035:JP)2.57Japan
SAP SE (SAP:GR)2.00Germany
Equinix Inc (EQIX:US)1.05United States
Altera Corp (ALTR:US)0.00United States
NEC Corp (6701:JP)-0.01Japan
Fujitsu Ltd (6702:JP)-0.97Japan
Telefonaktiebolaget LM Ericsson (ERICB:SS)-1.40Sweden

Worst Stocks YTD in USD %
NameChngePctCountry
BlackBerry Ltd (BB:CN)-23.64Canada
Qorvo Inc (QRVO:US)-20.65United States
Twitter Inc (TWTR:US)-19.27United States
Skyworks Solutions Inc (SWKS:US)-19.09United States
FleetCor Technologies Inc (FLT:US)-17.68United States
Autodesk Inc (ADSK:US)-16.51United States
Maxim Integrated Products Inc (MXIM:US)-15.50United States
Seagate Technology PLC (STX:US)-15.25United States
Avago Technologies Ltd (AVGO:US)-15.05Singapore
Micron Technology Inc (MU:US)-14.83United States

ML Developed Markets Technology Stock News


Alphabet Inc

  • Alphabet Inc (GOOGL) Position Raised by Banced Corp
  • YouTube Appeals to Small Businesses. Will They Spend Money ...

    Facebook Inc

  • Is Facebook Inc Putting Google in Its Crosshairs? (GOOG, FB)
  • FB Stock: This Could Be a Big Deal for Facebook Inc

    Oracle Corp

  • Why Making Dramatic Moves: Whiting Petroleum Corp. (NYSE:WLL ...
  • Pressure Mounts For Oracle Corp. To Pay Displaced Tenants

    Intel Corp

  • The Real Reason Intel Corp. Stock Plunged
  • What Intel Corp.'s Results Tell Us About NVIDIA Corporation's ...

    Microsoft Corp

  • The Most Important Number for Microsoft Corp. Investors
  • Microsoft Corporation (NASDAQ:MSFT) Trading Outlook

    Apple Inc

  • AAPL Stock: Is Apple Inc. the Next GoPro Inc?
  • 3 Reasons Apple Inc. Shouldn't Buy Time Warner Inc.

    Alphabet Inc

  • Alphabet Inc (GOOGL) Position Raised by Banced Corp
  • YouTube Appeals to Small Businesses. Will They Spend Money ...

    C 00004000 isco Systems Inc


    International Business Machines Corp

  • International Business Machines Corp. (IBM) Updates FY16 ...
  • Earnings Reaction History: International Business Machines Corp ...

    Visa Inc

  • Manning & Napier Advisors Has $289236000 Position in Visa Inc (V)
  • J. M. Hartwell Limited Partnership Sells 21732 Shares of Visa Inc (V)

    QUALCOMM Inc

  • Country Trust Bank Reduces Stake in QUALCOMM, Inc. (QCOM)
  • Qualcomm Shows How Intel Could Lose The Data Center

    MasterCard Inc

  • Mastercard Inc (MA) Stock Rating Upgraded by Zacks Investment ...
  • Mastercard Inc (MA) Shares Bought by Lincoln Capital

    HP Inc

  • HP Inc. Bundles Scanners with 3D PC Platform
  • HP Inc. Transforms the Classroom With Technology Solutions to ...

    eBay Inc

  • eBay Inc Earnings Due Today: Here's What To Expect
  • Susquehanna Begins Coverage on eBay Inc (EBAY)

    SAP SE

  • SAP SE's (SAP) Buy Rating Reaffirmed at Goldman Sachs
  • Accenture (ACN) Further Extends Partnership with SAP SE

    Texas Instruments Inc

  • Top Stocks of the day: Texas Instruments Inc. (NASDAQ:TXN)
  • Corning Versus Texas Instruments: And The Winner Is?

    EMC Corp/MA

  • EMC Corp. (MA) (EMC) Falls 2.6% for January 19
  • EMC Corp. (MA) (EMC) is Trading Higher on Unusual Volume for ...

    Accenture PLC

  • Accenture Plc (ACN) Stake Cut by Hays Advisory
  • Lau Associates Sells 300 Shares of Accenture Plc (ACN)

    Yahoo! Inc

  • Yahoo! Inc. Stock (NASDAQ:YHOO) May Rise 35% on Core Assets ...
  • Analyst Upgrades: Yahoo! Inc., Michael Kors Holdings Ltd, and ...

    Canon Inc

  • Canon Ranks Among Top Three U.S. Patent Holders For 2015
  • Top Stocks of the day: Canon Inc. (NYSE:CAJ)

    Automatic Data Processing Inc

  • Automatic Data Processing (ADP) Stake Decreased by Carroll ...
  • Key Stocks of the Day: Automatic Data Processing, Inc. (NASDAQ ...

    salesforce.c 00004000 om inc


    Adobe Systems Inc

  • Adobe Systems Incorporated (ADBE) Rating Increased to Strong ...
  • Analyst Update: Adobe Systems Incorporated, Vail Resorts, Inc., and ...

    Telefonaktiebolaget LM Ericsson

  • Telefonaktiebolaget LM Ericsson: Ericsson and Huawei extend ...
  • Telefonaktiebolaget LM Ericsson: Ericsson joins AT&T Smart Cities ...

    Cognizant Technology Solutions Corp

  • Cognizant Technology Solutions Corp (CTSH) PT Lowered to ...
  • Cognizant Technology Solutions Corp (CTSH) Releases FY15 ...

    Hoya Corp

  • Global Ophthalmology Drugs and Devices Market 2015-2021 - Top ...
  • Olympus to begin voluntary recall of its duodenoscopes

    ASML Holding NV

  • ASML Holding NV (ASML) Set to Announce Earnings on Wednesday
  • ASML Holding NV: ASML Reports Record Sales for 2015 - Proposes ...

    Micron Technology Inc

  • Micron Technology, Inc. (MU) Insider Joel L. Poppen Sells 47685 ...
  • Micron Technology Inc. (MU) Falls 2.98% for January 19

    Corning Inc

  • Saint-Gobain, Corning Inc. Announce Joint Venture To Produce ...
  • BRIEF-Saint-Gobain, Corning Inc announce JV deal

    Tokyo Elect 00004000 ron Ltd


    Applied Materials Inc

  • Applied Materials, Inc. (AMAT) Short Interest Update
  • Big Movers: Applied Materials, (NASDAQ:AMAT), SunEdison, Inc ...

    Hitachi Ltd

  • Hitachi enhances UK presence ahead of ABWR deployment
  • Hitachi Opens New California Research Facility for Collaborative ...

    FUJIFILM Holdings Corp

  • FUJIFILM Holdings Corp. (FUJIY) Lifted to Hold at Zacks Investment ...
  • FUJIFILM Holdings Corp. (FUJIY) Downgraded to Sell at Zacks ...

    Avago Technologies Ltd

  • Drexel Hamilton Reaffirms Buy Rating for Avago Technologies Ltd ...
  • Avago Technologies Ltd Bullish Signal Jpmorgan Chase & Co Is In!

    Nokia OYJ

  • Technical and Fundamental Brief on Nokia OYJ (ADR) (NYSE:NOK)
  • Nokia Oyj (NOK) Is Today's Strong On High Volume Stock

    TE Connectivity Ltd

  • Longbow Research Lowers TE Connectivity Ltd (TEL) to Neutral
  • TE Connectivity (TEL) to Report Q1 Earnings: A Sneak Peek

    LinkedIn Corp

  • LinkedIn Corp (LNKD) VP Michael John Callahan Sells 167 Shares
  • Credit Suisse Reaffirms "Outperform" Rating for LinkedIn Corp (LNKD)

    Intuit Inc

  • Zacks Investment Research Lowers Intuit Inc. (INTU) to Hold
  • Gavekal Capital Lowers Stake in Intuit Inc. (INTU)

    ARM Holdings PLC

  • 3 Beaten-Down Growth Bargains: ARM Holdings plc, Marshalls plc ...
  • ARM Holdings plc (ARM) Earns "Sell" Rating from Liberum Capital

    Western Digital Corp

  • Western Digital Corp (WDC) Price Target Cut to $76.00
  • Form 8-K WESTERN DIGITAL CORP For: Jan 15

    Broadcom Corp

  • Top Stocks of the day: Broadcom Corp. (NASDAQ:BRCM)
  • Broadcom Corp. (BRCM) is Trading Higher on Unusual Volume for ...

    Fiserv Inc

  • Community Trust & Investment Company Holds Position in Fiserv Inc ...
  • Morningstar Issues "BBB+" Credit Rating to Fiserv Inc (FISV)

    Kyocera Corp

  • Top Stocks of the day: Kyocera Corp. (NYSE:KYO)
  • Zacks Investment Research Downgrades Kyocera Corp (KYO) to ...

    Seagate Technology PLC

  • Seagate Technology PLC (NASDAQ:STX) Given Consensus Rating ...
  • Seagate Technology PLC (STX) Price Target Cut to $36.00 by ...

    Electronic Arts Inc

  • Bank of America Upgrades Electronic Arts Inc. (EA) to Buy
  • Electronic Arts Inc. (EA) Shares Sold by Crestpoint Capital ...

    SanDisk Corp

  • Top Stocks of the day: SanDisk Corp. (NASDAQ:SNDK)
  • RBC Analyst: We Don't Think Western Digital Will Walk Away From ...

    Omron Corp

  • Digi-Key, Omron Expand Distribution
  • Body Fat Measurement Market Will Grow To $640.3 Million By 2020 ...

    Analog Devices Inc

  • Q1 2016 EPS Estimates for Analog Devices, Inc. (ADI) Reduced by ...
  • Analog Devices, Inc. (ADI) Price Target Lowered to $58.00 at RBC ...

    00004000 Symantec Corp


    Xerox Corp

  • Xerox Corp (XRX) Falls 2.53% for January 19
  • Xerox Corp Deason Darwin decreased Position

    Fidelity National Information Services Inc

  • Fruth Investment Management Reduces Stake in Fidelity National ...
  • Stock in Momentum: Fidelity National Information Services, Inc ...

    Amphenol Corp

  • Amphenol Corp. (APH) is Trading Lower on Unusual Volume for ...
  • Morningstar Issues A- Credit Rating to Amphenol Co. (APH)

    Paychex Inc

  • Short Interest in Paychex, Inc. (PAYX) Declines By 10.7%
  • Capital Investment Advisors Acquires $1067000 in Paychex, Inc ...

    Alliance Data Systems Corp

  • J. M. Hartwell Limited Partnership Decreases Position in Alliance ...
  • Alliance Data Systems Corporation (NYSE:ADS) Broker Rating Update

    Amadeus IT Holding SA

  • Broker Update For Amadeus IT Holding SA (AMADY)
  • EU Approves Acquisition of Airline Software Provider Navitaire by ...

    Motorola Solutions Inc

  • Top Stocks of the day: Motorola Solutions, Inc. (NYSE:MSI)
  • Motorola Solutions, Inc. (NYSE:MSI) To Report Earnings of $1.4

    Twitter Inc

  • Twitter Inc. (TWTR) Stock Hits 52-Week Low After Global Service ...
  • Twitter Inc (TWTR) VP Kevin Weil Sells 5342 Shares

    Murata Manufacturing Co Ltd

  • Bourns Acquires Murata Manufacturing Co., Ltd. Trimming ...
  • Bourns erwirbt Geschäftszweig für Einstellpotentiometer der Murata ...

    Autodesk Inc

  • Autodesk Inc. (ADSK) Falls 4.31% for January 19
  • Canaccord Genuity Reiterates "Hold" Rating for Autodesk, Inc. (ADSK)

    Lam Research Corp

  • Is it Finally Safe to Buy Lam Research Corp (NASDAQ:LRCX)?
  • Top Stocks of the day: Lam Research Corporation (NASDAQ:LRCX)

    NVIDIA Corp

  • What Intel Corp.'s Results Tell Us About NVIDIA Corporation's ...
  • The 3 Most Important Numbers for NVIDIA Corp.

    Infineon Technologies AG

  • Recent Research Analysts' Ratings Updates for Infineon ...
  • Infineon Technologies AG (IFXA) PT Set at €14.00 by Sanford C ...

    Red Hat Inc

  • $89.117 Price Target Assigned To Red Hat, Inc. (NYSE:RHT)
  • Red Hat Inc (NYSE:RHT) Shares Jump On $500 Million Buyback

    Konica Minolta Inc

  • Konica Minolta Inc (KNCAY) Stock Rating Upgraded by Zacks ...
  • Konica Minolta Inc (KNCAY) Lifted to Hold at Zacks Investment ...

    NetApp Inc

  • NetApp Inc. (NTAP) Falls 4.04% for January 19
  • Jefferies Group Cuts NetApp Inc. (NTAP) Price Target to $23.00

    Akamai Technologies Inc

  • Akamai Technologies' (AKAM) "Buy" Rating Reiterated at Deutsche ...
  • Akamai Technologies, Inc. (NASDAQ:AKAM): Price Target and Stock ...

    Alcatel-Lucent

  • How Nokia Could Have Over 60% Upside After the Alcatel-Lucent ...
  • Alcatel-Lucent OpenTouch suite: Product overview

    Juniper Networks Inc

  • Juniper Networks, Inc. (JNPR) Rating Increased to Buy at Zacks ...
  • Juniper Networks Technology Takes U.S. Air Force Network ...

    Equinix Inc

  • Equinix Inc (EQIX) Stock Rating Reaffirmed by Canaccord Genuity
  • Top Stocks of the day: Equinix, Inc. (NASDAQ:EQIX)

    Linear Technology Corp

  • Linear Technology Corp. (LLTC) Tops Q2 EPS by 4c
  • Linear Technology Corp. (LLTC) is Trading Lower on Unusual ...

    Citrix Systems Inc

  • Software Pair Trade? Morgan Stanley Upgrades Shopify ...
  • 01 Communique Announces a Decision in its Patent Litigation ...

    Cap Gemini SA

  • Capgemini appoints Srinivas Kandula CEO for India
  • BRIEF-Capgemini acquires Oinio

    Altera Corp

  • Intel signs the papers on Altera purchase
  • Altera Corp. (NASDAQ:ALTR) - Closing Large Cap Report

    Xilinx Inc

  • Xilinx, Inc. (XLNX) Receives "A" Credit Rating
  • 2 Tech Earnings Calls To Watch On Wednesday

    KLA-Tencor Corp

  • KLA-Tencor Corp (NASDAQ:KLAC) near 52-week high, short ...
  • KLA-Tencor Corp (NASDAQ:KLAC) Given Average ...

    Activision Blizzard Inc

  • Instant Analysis: Activision Blizzard Inc. Expands Its E-Sports ...
  • Activision Blizzard, Inc (NASDAQ:ATVI): Price Target and Stock ...

    Microchip Technology Inc

  • Microchip Technology Announces Preliminary Results For Third ...
  • Analyst Update: Kite Pharma Inc, Procter & Gamble Co, and ...

    Western Union Co/The

  • What will happen to rents in Seaport once GE makes the move?
  • The Flaws of the Putinversteher's Russian Hermeneutics

    FleetCor Technologies Inc

  • Deutsche Bank Cuts FleetCor Technologies, Inc. (FLT) Price Target ...
  • FleetCor Technologies, Inc. (FLT) is Hillman Company's 2nd Largest ...

    Maxim Integrated Products Inc

  • Maxim Integrated Products Inc. (MXIM) PT Lowered to $31.00
  • Maxim Integrated Products Inc. - Get News & Ratings Daily

    Yahoo Japan Corp

  • Brokerages Set YAHOO JAPAN CORP UNSP ADR EA REPR 2 ...
  • Fortinet Delivers High Performance Firewalls for Yahoo! JAPAN ...

    CA Inc

  • CA, Inc. (CA) Stock Rating Lowered by Zacks Investment Research
  • Top Stocks of the day: CA, Inc. (NASDAQ:CA)

    CGI Group Inc

  • Q4 2015 Earnings Forecast for CGI Group Inc Issued By Raymond ...
  • Top Stocks of the day: CGI Group Inc. (NYSE:GIB)

    VeriSign Inc

  • Verisign, Inc. (VRSN) Shares Sold by Capital Impact Advisors
  • Earnings Projection For VeriSign, Inc. (NASDAQ:VRSN)

    Computer Sciences Corp

  • Computer Sciences Corporation (NYSE:CSC) To Report Earnings of ...
  • Computer Sciences (CSC) Stock Closed Lower on Barclays ...

    Harris Corp

  • Harris Corp. one of 8 awardees on $4.3B contract
  • Harris Corp (HRS) Hits 52-Week High on Multiple Contract Wins

    Sage Group PLC/The

  • 3 'Screaming Buys'? Unilever plc, The Sage Group plc And Bunzl plc
  • 5 Growth Greats: Ashtead Group plc, Legal & General Group Plc ...


    Yokogawa Electric Corp

  • Windstream (WIN) Unit Enters Licensing Agreement with Yokogawa ...
  • Yokogawa wins control system orders for Qatar plants

    ANSYS Inc

  • ANSYS, Inc. (NASDAQ:ANSS) Stock Ratings and Target Update
  • ANSYS, Inc. (ANSS) Stake Lowered by Capital Investment Services ...

    Dassault Systeme 00002C56 s


    Qorvo Inc

  • Chardan Capital Reiterates "Buy" Rating for Qorvo Inc (QRVO)
  • Qorvo Inc (QRVO) Rating Lowered to Hold at Zacks Investment ...

    Flextronics International Ltd

  • Flextronics International Ltd. (FLEX) Price Target Cut to $12.00
  • Flextronics International Ltd. (NASDAQ:FLEX) To Report Earnings of ...

    Hexagon AB

  • Hexagon Acquires SCCS, a Leading Supplier of Leica Geosystems ...
  • Hexagon: Change of Number of Shares and Votes

    Synopsys Inc

  • Recent Broker Updates On Synopsys, Inc. (NASDAQ:SNPS)
  • Zacks Issues One-Year Price Target For Synopsys, Inc. (NASDAQ ...

    Ricoh Co Ltd

  • Ricoh Co Ltd (RICOY) Given "Sell" Rating at Zacks Investment ...
  • Ricoh Co Ltd (RICOY) Rating Reiterated by Zacks Investment ...

    Total System Services Inc

  • Earnings Projection For Total System Services, Inc. (NYSE:TSS)
  • Total System Services, Inc. (NYSE:TSS) Stock Target Price Update

    Fujitsu Ltd

  • Fujitsu to Spin Out PC, Smartphone Divisions
  • Fujitsu, Others Develop High-Speed Authentication Technology for ...

    Marvell Technology Group Ltd

  • Marvell Technology Group Ltd. (MRVL) Sees Large Growth in Short ...
  • Marvell Technology Group Ltd. (NASDAQ:MRVL): Price Target and ...

    Teradata Corp

  • Teradata Corp /de/ (TDC) Files Form 4 Insider Selling : Laura K ...
  • Teradata Corp (NYSE:TDC) close to 52-week low, short interest stable

    Open Text Corp

  • Analysts Issue Earnings Forecast For Open Text Corporation ...
  • Zacks Issues One-Year Price Target For Open Text Corporation ...

    Nintendo Co Ltd

  • PS4 Has Sold Almost 36 Million Units, Passes The Nintendo Co., Ltd ...
  • Recent Broker Updates On Nintendo Co., Ltd (NTDOY)

    Gemalto NV

  • BRIEF-Gemalto's Sentinel LDK selected by Shanghai Tongzhu
  • More Than 100 FIDO Certified Products Fuel Global Adoption of ...

    Arrow Electronics Inc

  • Jpmorgan Chase & Co Sold Arrow Electronics Inc's Shares
  • Arrow Electronics, Inc. (NYSE:ARW) Broker Rating Update

    VMware Inc

  • Top Stocks of the day: VMware, Inc. (NYSE:VMW)
  • Sphere 3D Shares Higher Following New Buy Rating, $3 Target

    NEC Corp

  • Japan's NEC Corp in talks to buy India's Mphasis: CNBC TV18
  • Mphasis likely to be acquired by Japan's NEC Corp

    Avnet Inc

  • Avnet, Inc. (AVT) Scheduled to Post Earnings on Wednesday
  • Avnet, Inc. Schedules Second Quarter Fiscal Year 2016 Earnings ...

    Trimble Navigation Ltd

  • Trimble Navigation Limited: Trimble Announces CFO Transition
  • Trimble Navigation Limited (NASDAQ:TRMB)'s Being Closely ...


    STMicroelectronics NV

  • STMicroelectronics NV (STM) Shares Up 4.9% on Analyst Upgrade
  • Intel Corporation (NASDAQ:INTC) Reveals Multiple Technological ...

    Computershare Ltd

  • Canamax Energy Ltd. Completes Going Private Transaction
  • Computershare silent on UK mortgage servicing deal

    Atos SE

  • Dell Eyeing $4 Billion Perot Sale to Atos Ahead of EMC Merger
  • Cognizant in race to buy Dell's Perot Systems

    Palo Alto Networks Inc

  • Vetr Inc. Upgrades Palo Alto Networks Inc (PANW) to "Strong-Buy"
  • Analysts Issue Rating Update For Palo Alto Networks, Inc. (NYSE ...

    Japan Display Inc

  • Japan Display Inc starts mass production of Pixel Eyes (2nd gen)
  • Car Makers Bid Adieu to Old Standbys

    BlackBerry Ltd

  • BlackBerry gets $20M Veterans Affairs contract
  • BlackBerry Ltd (BBRY) Devices are 'As Safe As Ever', Priv to Launch ...

    Cree Inc

  • Cree, Inc. (CREE) Releases Q3 Earnings Guidance
  • Cree Inc. Bottom Line Drops 20% In Q2

    Skyworks Solutions Inc

  • Skyworks Solutions Inc (SWKS) Rating Reiterated by Chardan Capital
  • Brean Capital's Top Picks This Quarter: Apple Inc. (AAPL), Skyworks ...

    GungHo Online Entertainment Inc

  • Nexon Leads Japanese Charge to Top of Asia's Tech Stocks in 2015
  • GUNGHO SPREADS HOLIDAY CHEER WITH FESTIVE STEAM ...





    • ML Developed Markets Technology


    By: Guest Analyst: Vitaly Lashnev

    Chart: Penetration of active mobile broadband subscription and overall internet usage still has double digit upside potential

    Source: FT


    Comment

    Developed markets Technology sector dropped 0.46% in the last week vs. S&P 500 index which was down 0.23%. The best stocks were represented by a wide array of countries with FLIR Systems (US) being the biggest winner with 5.32% growth over the period, followed by Alcatel-Lucent (France) and Gemalto NV (Netherlands) with 4.21% and 3.20% growth respectively. The worst performance was demonstrated by mainly US companies with Qorvo losing 29.49% of its value, followed by Skyworks Solutions and NetApp with 28.63% and 27.02% losses respectively. Sector top picks for a long position (based on our grading system) are STMicroelectronics, Equinix and Activision Blizzard. At the same time top stocks for a short position are Yahoo!, Trimble Navigation and Micron Technology.
    The increasing penetration of gallium nitride in RF power application is expected to be the major growth driver for the gallium nitride semiconductor devices market during the forecast period. The RF based switching is increasing its penetration in the modern electrical energy systems, particularly in the renewable energy infrastructure, such as solar power.

    Gallium Nitride (GaN) is a wide bandgap semiconductor material. The performance benefits over its silicon counterparts, such as ability to operate at higher temperature, high frequency, high power density, along with higher operating voltage is driving the growth of the global gallium nitride semiconductor devices market. Apart from the higher reliability, gallium nitride semiconductor devices play an important role in lowering overall system costs. However, in applications below 3.5GHz gallium nitrate is not a cost effective solution, which is resulting in low penetration within application such as CATV, which in turn is hindering the growth of the gallium nitride market up to some extent. GaN semiconductor material has high power characteristics, in addition to high operating frequency. Gallium Nitride is widely used in blue laser diodes and blue light-emitting diodes used in Blu-ray disc players.

    Among its various applications, the consumer electronics segment accounted for the largest market share in 2014, owing to the high penetration of gallium nitride in LED based display and LED based lighting. The communication segment accounted for the second largest and the fastest growing application segment in the global market in 2014, which was fueled mainly by the high penetration of gallium nitride in RF based application, including power electronics switching equipment.

    The growing demand of gallium nitrate semiconductor devices from industrial, solar power, and wind energy sector is expected to drive the growth of the global market during the forecast period. Moreover, the growing application areas of gallium nitride semiconductor devices market in the defense and aerospace sector, in addition to electric and hybrid vehicle is laying new opportunities for the growth of the global market in the coming years. Some of the competitors in the global gallium nitride semiconductor devices market are, GaN Systems Inc., Efficient Power Conversion Corporation, Freescale Semiconductor Inc., Toshiba Corporation, and Texas Instruments Inc.

    Application Software Industry

  • Application of Artificial Intelligence in Today's Software Industry ...
  • Global Video Content Analytics Market Outlook Focus on Software ...
  • Diagnostic Software Market 2016 global industry analysis and forecast
  • Printed Circuit Board Design Software Industry : Global and China ...
  • Smarter Use of Digital Skills and Technology Could Boost Global ...

    Communications Equipment Industry

  • My Top Communications Equipment Stocks For 2016
  • Global Wavelength Division Multiplexing (WDM) Equipment Industry
  • LM Ericsson Telephone (ERIC) Showing Signs Of A Dead Cat ...
  • What Lies Ahead for Telecom ETFs in 2016?
  • The Broadband Industry: Today and Tomorrow

    Hardware and Storage Industry

  • Panasonic Partners with Richelieu Hardware to Launch Innovative ...
  • Handicapping IBM/OpenPOWER's Odds for Success
  • What The IT Spending Forecasts Don't Tell You
  • Semiconductor Industry Outlook - Jan. 2016
  • What Star Trek Can Teach You About Helping Your Healthcare ...

    IT Services Sector

  • 3 Stocks Dragging The Services Sector Downward
  • As Growth Slows, China Highlights Transition From Manufacturing to ...
  • Planned tech spending highlights digital transformation in financial ...
  • 3 Services Stocks Nudging The Sector Higher
  • Modular Financial Services: The New Shape of the Industry

    Electronics Components Industry

  • New study: Global electronic component market 2016: industry size ...
  • Modular Phones, E-Waste, and the Shift Towards Sustainable ...
  • Plastics in Electronics Components: Technologies and Global Markets
  • Global Plastics in Electronics Components Market: Modern Plastics ...
  • Global Multimedia Chipsets Industry

    Semiconductor Devices

  • Texas Instruments maintains pace of innovation, focusing on signals ...
  • Global semiconductor device market development to 2020 and key ...
  • Semiconductor Industry Outlook - Jan. 2016
  • Learn details of the gallium nitride (GaN) semiconductor devices ...
  • Drafting And Enforcing Semiconductor Patents - January 12, 2016

    Office Electronics Industry

  • Global Printed and Flexible Sensor Industry
  • Heliatek, CoeLux address World Economic Forum
  • Huayi Pacts With Phone Maker Xiaomi For Movie Production Venture
  • Groups outline cybersecurity plans
  • The Election of Tsai Ing-wen: What Comes Next?

    EMS/ODM

  • Global and China EMS/ODM Industry Report, 2014-2015
  • Research and Markets: Global and China EMS/ODM Industry Report ...
  • Global and China EMS/ODM Industry Report 2015
  • 2015 Contract electronics provider survey ranking criteria
  • Global EMS-ODM Market 2015 Industry Size, Trends, Growth, Share ...


    ML Equal Weight (SSI) DM Technology Basket

    Country Composition

    countryWeight %
    United States 66.10
    Japan 14.41
    France 3.39
    Canada 2.54
    Germany 1.69
    United Kingdom 1.69
    Sweden 1.69
    Switzerland 1.69
    Netherlands 1.69
    Singapore 0.85
    Ireland 0.85
    Spain 0.85
    Finland 0.85
    Australia 0.85
    Bermuda 0.85

    Sector Composition

    IndustryWeight %
    Semiconductor Devices17.80
    Application Software11.86
    IT Services9.32
    Infrastructure Software8.47
    Communications Equipment7.63
    Consumer Finance6.78
    Internet Media5.93
    Semiconductor Mfg4.24
    Computer Hardware & Storage4.24
    Electrical Components2.54
    Office Electronics2.54
    Electronics Components2.54
    Consumer Electronics1.69
    Measurement Instruments1.69
    Payment & Data Processors1.69
    Factory Automation Equipment1.69
    Technology Distributors1.69
    REIT0.85
    Internet Based Services0.85
    Aircraft & Parts0.85
    E-Commerce Discretionary0.85
    Health Care Supplies0.85
    Other Hardware0.85
    EMS/ODM0.85
    Instl Trust, Fiduciary & Custody0.85
    Electrical Power Equipment0.85

    Key Basket Multiples

    StocksTotal MCap US mnPayout RatioDiv YieldPENetMargin1yr Return
    1184878198.823.92.320.9919.6113.1

    Results


    2015-11-04 Cognizant Technology Solutions Corp
    Tech
  • Zacks Investment Research Upgrades Cognizant Technology ...
  • Infosys Third Quarter Net Income 34.7 Billion Rupees, Beats Estimates

    2015-11-05 Facebook Inc
    Tech
  • Mark Your Calendar: Facebook, Inc. Earnings Are Coming
  • How Facebook, Inc. Stock Soared 35% in 2015

    2015-11-05 Computer Sciences Corp
    Tech
  • Computer Sciences (CSC) Stock Closed Lower on Barclays ...
  • Computer Sciences (CSC) Stock Closed Lower on Barclays ...

    2015-11-05 QUALCOMM Inc
    Tech
  • Capital Investment Services of America Sells 12857 Shares of ...
  • Positive Quarterly Results for Taiwan Semiconductor and Infosys

    2015-11-04 QUALCOMM Inc
    Tech
  • Capital Investment Services of America Sells 12857 Shares of ...
  • Positive Quarterly Results for Taiwan Semiconductor and Infosys

    2015-11-05 Teradata Corp
    Tech
  • Today's Watch List: Peregrine Pharmaceuticals (NASDAQ:PPHM ...
  • Did Rising Competition Hurt Adobe's Digital Marketing Growth?

    2015-11-05 Symantec Corp
    Tech
  • Symantec Provides Update on Expected Third Quarter Results
  • 4 Tech Ideas From Gurus as Nasdaq Hits Low Levels

    2015-11-06 Qorvo Inc
    Tech
  • Stock Update (NASDAQ:QRVO): Qorvo Inc Revises Revenue ...
  • Positive Quarterly Results for Taiwan Semiconductor and Infosys

    2015-11-06 Skyworks Solutions Inc
    Tech
  • Skyworks Solutions Inc (SWKS) Set to Announce Quarterly Earnings ...
  • Trade-Ideas: Skyworks Solutions (SWKS) Is Today's "Dead Cat ...

    2015-11-06 NVIDIA Corp
    Tech
  • What Intel Corp.'s Results Tell Us About NVIDIA Corporation's ...
  • Nvidia (NVDA) Stock Downgraded at Barclays

    2015-11-13 Applied Materials Inc
    Tech
  • Applied Materials (AMAT) Stock Hurt by Intel's Earnings Results
  • Here's Why Applied Materials (AMAT) Stock is Advancing Today

    2015-11-13 Cisco Systems Inc
    Tech
  • Proficio Capital Partners Invests $31000 in Cisco Systems, Inc ...
  • Cisco Systems (CSCO) Stock Price Target Lowered at Pacific Crest

    2015-11-19 NetApp Inc
    Tech
  • Expected for NetApp, Inc. (NASDAQ:NTAP) Earnings of $0.52
  • Will NetApp (NTAP) Stock Be Hurt After Management Changes?

    2015-11-19 salesforce.com inc
    Tech
  • salesforce.com, inc. (CRM) CEO Marc Benioff Sells 25000 Shares
  • Salesforce.com (CRM) Stock Advances, Acquiring SteelBrick for ...

    2015-11-20 Intuit Inc
    Tech
  • Zacks Investment Research Lowers Intuit Inc. (INTU) to Hold
  • Top Stocks of the day: Intuit Inc. (NASDAQ:INTU)

    2015-11-20 Autodesk Inc
    Tech
  • Morning Alert: Autodesk, Inc. (NASDAQ:ADSK), American Capital ...
  • Trade-Ideas: Autodesk (ADSK) Is Today's Weak On High Relative ...

    2015-11-24 Palo Alto Networks Inc
    Tech
  • Weekly CFO Sells Highlight: Delta Air Lines, Palo Alto Networks ...
  • - Yaggyaseni Mittra PUBLISHED ON: Jan 8, 2016

    2015-11-24 Analog Devices Inc
    Tech
  • Analog Devices (ADI) Warns on Q1 Results
  • Hot Stocks: Analog Devices, Inc. (NASDAQ:ADI), Origin Agritech ...

    2015-11-25 HP Inc
    Tech
  • HP Inc. Reinvents Professional Creativity and Immersive Learning ...
  • HP Inc. (HPQ) Stock Climbs After Unveiling New Desktop PC for ...

    2015-11-26 Infineon Technologies AG
    Tech
  • Infineon Hit By Bernstein Downgrade
  • Infineon Profit Beats Forecasts

    2015-12-03 Avago Technologies Ltd
    Tech
  • Positive Quarterly Results for Taiwan Semiconductor and Infosys
  • Avago Technologies (AVGO) Is Today's Post-Market Loser Stock

    2015-12-02 Avago Technologies Ltd
    Tech
  • Positive Quarterly Results for Taiwan Semiconductor and Infosys
  • Avago Technologies (AVGO) Is Today's Post-Market Loser Stock

    2015-12-10 Adobe Systems Inc
    Tech
  • Adobe Systems Incorporated (ADBE) Rating Increased to Strong ...
  • Adobe Systems Incorporated (ADBE) Rating Increased to Strong ...

    2015-12-15 Oracle Corp
    Tech
  • Oracle Mining Corp. Announces Appointment of Receiver
  • 3 Reasons Oracle Corporation Stock Could Fall

    2015-12-18 BlackBerry Ltd
    Tech
  • Is BlackBerry Ltd. a Buy Based on its Quarterly Results?
  • Fitch Downgrades Kazkommertsbank to 'CCC'; Takes Actions on ...

    2015-12-23 Micron Technology Inc
    Tech
  • Micron Technology, Inc., Reports Results for the First Quarter of ...
  • Micron Technology, Inc. (NASDAQ:MU) Shares Fall 6% After ...

    2015-12-22 Micron Technology Inc
    Tech
  • Micron Technology, Inc., Reports Results for the First Quarter of ...
  • Micron Technology, Inc. (NASDAQ:MU) Shares Fall 6% After ...

    2015-11-02 Visa Inc
    fins
  • Visa Inc. To Announce Fiscal First Quarter 2016 Financial Results ...
  • Better Buy: MasterCard Incorporated or Visa Inc.?

    2015-11-03 Activision Blizzard Inc
    Cons
  • Analysts' Recent Ratings Changes for Activision Blizzard (ATVI)
  • Tech Stocks to Target: Intel Corporation (NASDAQ:INTC), Activision ...

    2015-11-03 Fidelity National Information Services Inc
    industr
  • Fruth Investment Management Reduces Stake in Fidelity National ...
  • Fruth Investment Management Reduces Stake in Fidelity National ...

    2015-11-06 Amadeus IT Holding SA
    industr
  • Amadeus Agrees to Buy Accenture's Navitaire for $830 Million
  • Zero tax: Data reveals how much tax major Australian corporations pay

    2015-12-17 Accenture PLC
    industr
  • Accenture Plc (ACN) Posts Earnings Results
  • 3 High-Quality, Growing Financial Tech Stocks To Watch In 2016
    valuestockCountryIndustryMCap US mnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    Computershare LtdCPU:AUAustralia Instl Trust, Fiduciary & Custody4028.473.22%26.582.087.8385.59-8.9315.61
    Marvell Technology Group LtdMRVL:USBermuda Semiconductor Devices4317.002.87%-1.440.00-0.00-44.48-86.77
    CGI Group IncGIB/A:CNCanada IT Services11782.81-17.301.669.60-0.0016.78-33.22
    Open Text CorpOTC:CNCanada Application Software5567.291.61%24.523.0412.4039.48-1.86-16.80
    BlackBerry LtdBB:CNCanada Communications Equipment3846.31--1.630.000.00-10.86-53.15
    Nokia OYJNOK1V:FHFinland Communications Equipment0.00---0.000.00-0.08-42.37
    Cap Gemini SACAP:FPFrance IT Services15257.431.47%20.721.185.6930.4632.845.98
    Dassault Systeme 00002C56 sDSY:FPFrance Application Software18931.100.63%45.476.2913.8328.6531.19-14.10
    Alcatel-LucentALU:FPFrance Communications Equipment11508.65--0.740.000.0028.39-13.90
    Atos SEATO:FPFrance IT Services8072.281.11%23.010.733.1725.5411.14-25.45
    Infineon Technologies AGIFX:GRGermany Semiconductor Devices14865.571.65%21.432.3410.9235.3633.2015.75
    SAP SESAP:GRGermany Application Software98005.881.50%28.414.4015.4942.6226.8214.21
    Accenture PLCACN:USIreland IT Services67032.002.16%21.191.939.1145.7718.049.43
    FUJIFILM Holdings Corp4901:JPJapan Consumer Electronics20236.171.40%17.760.874.9024.8625.53-4.76
    Nintendo Co Ltd7974:JPJapan Consumer Electronics17899.921.01%45.323.046.7145.7724.37-10.76
    Yahoo Japan Corp4689:JPJapan Internet Media22156.151.93%13.645.5040.3226.3313.9724.68
    Hoya Corp7741:JPJapan Health Care Supplies16107.381.65%19.513.7519.2232.1913.533.13
    Murata Manufacturing Co Ltd6981:JPJapan Electrical Components27329.881.40%14.092.5818.3119.736.25-12.10
    NEC Corp6701:JPJapan IT Services8010.471.66%20.860.321.5334.633.70-23.30
    Yokogawa Electric Corp6841:JPJapan Factory Automation Equipment2930.201.17%13.070.785.9715.292.89-31.22
    Ricoh Co Ltd7752:JPJapan Office Electronics7182.693.08%11.900.373.1136.651.05-13.38
    Kyocera Corp6971:JPJapan Electronics Components16294.281.97%15.151.217.9929.85-2.75-22.37
    Fujitsu Ltd6702:JPJapan IT Services9863.221.43%11.610.242.0716.60-3.51-38.75
    Canon Inc7751:JPJapan Office Electronics37473.454.52%16.490.955.7674.53-9.5311.98
    Konica Minolta Inc4902:JPJapan Office Electronics4543.672.82%15.030.513.3942.38-13.83-25.38
    Tokyo Elect 00004000 ron Ltd8035:JPJapan Semiconductor Mfg10466.403.21%12.921.8114.0141.47-16.32-16.06
    Japan Display Inc6740:JPJapan Electronics Components1502.12-11.630.181.55-0.00-20.81-73.19
    Omron Corp6645:JPJapan Factory Automation Equipment6556.472.08%14.590.906.1730.35-27.68-48.05
    GungHo Online Entertainment Inc3765:JPJapan Application Software2768.08-6.822.1631.67-0.00-27.84-45.28
    Hitachi Ltd6501:JPJapan Electrical Power Equipment24968.141.97%9.410.293.0818.54-30.04-60.13
    Gemalto NVGTO:NANetherlands Infrastructure Software5487.100.74%25.661.746.7818.99-12.86-55.05
    ASML Holding NVASML:NANetherlands Semiconductor Mfg35456.620.93%23.205.1222.0721.58-12.91-34.76
    Avago Technologies LtdAVGO:USSingapore Semiconductor Devices34614.001.41%22.444.8421.5731.6425.0513.52
    Amadeus IT Holding SAAMS:SMSpain Application Software18304.131.77%24.834.4217.8043.9513.938.55
    Hexagon ABHEXAB:SSSweden Measurement Instruments11902.061.16%22.823.6616.0426.4714.60-8.00
    Telefonaktiebolaget LM EricssonERICB:SSSweden Communications Equipment30139.974.36%23.641.054.44103.07-16.4525.13
    TE Connectivity LtdTEL:USSwitzerland Electrical Components21494.002.30%16.591.8411.0938.16-6.07-15.71
    STMicroelectronics NVSTM:FPSwitzerland Semiconductor Devices5489.286.65%37.650.751.99250.37-10.61161.81
    Sage Group PLC/TheSGE:LNUnited Kingdom Application Software8945.552.53%31.784.3113.5680.4024.6844.57
    ARM Holdings PLCARM:LNUnited Kingdom Semiconductor Devices19452.610.88%45.1215.4134.1539.71-2.68-16.24
    Activision Blizzard IncATVI:USUnited States Application Software25884.000.65%23.925.2521.9515.5592.7964.07
    Equinix IncEQIX:USUnited States REIT18625.002.17%78.926.678.45171.2652.14110.63
    NVIDIA CorpNVDA:USUnited States Semiconductor Devices15424.001.60%21.973.2114.6135.1548.6934.19
    Alphabet IncGOOGL:USUnited States Internet Media496812.00-34.246.9620.33-0.0045.11-11.10
    Alphabet IncGOOG:USUnited States Internet Media496812.00---0.000.0042.830.54
    Total System Services IncTSS:USUnited States Consumer Finance8438.000.87%24.603.1012.6021.4039.076.18
    Electronic Arts IncEA:USUnited States Application Software20041.00-24.444.6318.94-0.0038.25-9.54
    Broadcom CorpBRCM:USUnited States Semiconductor Devices32886.001.04%21.353.8317.9422.2033.329.82
    Facebook IncFB:USUnited States Internet Media278190.00-99.3617.2117.32-0.0032.84-91.49
    salesforce.c 00004000 om incCRM:USUnited States Application Software48518.00--7.580.000.0032.59-9.70
    VeriSign IncVRSN:USUnited States Internet Based Services8436.00-29.268.4428.84-0.0036.13-6.58
    Harris CorpHRS:USUnited States Aircraft & Parts10512.002.37%16.341.6410.0438.7328.6818.81
    Palo Alto Networks IncPANW:USUnited States Infrastructure Software13670.00--12.820.000.0030.34-11.95
    Adobe Systems IncADBE:USUnited States Application Software44792.00-74.819.3412.48-0.0027.76-76.86
    Fiserv IncFISV:USUnited States Consumer Finance20347.00-27.884.0914.67-0.0024.14-31.36
    Juniper Networks IncJNPR:USUnited States Communications Equipment10094.001.53%20.732.2510.8531.7224.143.69
    Microsoft CorpMSFT:USUnited States Infrastructure Software424238.002.71%21.124.7522.4957.2419.9636.27
    Citrix Systems IncCTXS:USUnited States Infrastructure Software10365.00-28.893.3711.66-0.0018.25-41.27
    Visa IncV:USUnited States Consumer Finance162417.000.76%34.5112.6836.7426.2317.433.60
    Red Hat IncRHT:USUnited States Infrastructure Software13976.00-71.977.119.88-0.0018.89-85.50
    eBay IncEBAY:USUnited States E-Commerce Discretionary31049.00-10.921.9918.22-0.0015.90-19.09
    Intuit IncINTU:USUnited States Application Software24901.001.27%46.445.9412.7958.9812.13-4.84
    Cognizant Technology Solutions CorpCTSH:USUnited States IT Services36609.00-22.673.0813.59-0.0011.82-39.56
    MasterCard IncMA:USUnited States Consumer Finance101846.000.84%26.2110.8341.3222.0211.095.92
    FLIR:USUnited States Other Hardware4451.001.39%19.642.8614.5627.308.02-12.05
    Xilinx IncXLNX:USUnited States Semiconductor Devices10898.002.92%19.594.9325.1757.206.3226.80
    Maxim Integrated Products IncMXIM:USUnited States Semiconductor Devices9183.003.71%29.264.0113.70108.555.3756.07
    ANSYS IncANSS:USUnited States Application Software7555.00-30.688.1126.43-0.005.04-41.50
    Western Union Co/TheWU:USUnited States Consumer Finance8655.003.62%10.281.6115.6637.214.064.36
    Paychex IncPAYX:USUnited States Payment & Data Processors17080.003.55%24.416.0224.6686.663.8948.50
    KLA-Tencor CorpKLAC:USUnited States Semiconductor Mfg10377.003.12%20.693.8018.3764.553.1423.07
    Motorola Solutions IncMSI:USUnited States Communications Equipment11143.002.60%22.452.3110.2958.371.745.65
    Altera CorpALTR:USUnited States Semiconductor Devices16342.001.33%46.459.4420.3261.780.00-6.64
    Computer Sciences CorpCSC:USUnited States IT Services4089.001.90%10.530.363.4220.01-0.43-29.83
    Synopsys IncSNPS:USUnited States Application Software6247.00-26.652.8510.69-0.00-1.15-59.40
    Fidelity National Information Services IncFIS:USUnited States Consumer Finance17014.001.72%20.112.6513.1834.59-1.64-16.28
    Analog Devices IncADI:USUnited States Semiconductor Devices15759.003.17%20.824.6022.0966.00-1.6623.32
    Texas Instruments IncTXN:USUnited States Semiconductor Devices50751.003.04%17.183.9923.2252.23-2.0113.97
    Microchip Technology IncMCHP:USUnited States Semiconductor Devices8539.003.41%24.323.9616.2882.93-2.5630.04
    Automatic Data Processing IncADP:USUnited States Payment & Data Processors36431.002.68%26.713.3312.4771.58-3.3311.72
    SanDisk CorpSNDK:USUnited States Semiconductor Devices15018.00-42.242.736.46-0.00-3.43-81.50
    Avnet IncAVT:USUnited States Technology Distributors5136.001.75%8.390.192.2614.68-3.60-37.34
    LinkedIn CorpLNKD:USUnited States Internet Media26638.00--9.340.000.00-4.69-46.98
    Lam Research CorpLRCX:USUnited States Semiconductor Mfg11432.001.67%14.492.0013.8024.20-4.85-23.63
    Autodesk IncADSK:USUnited States Application Software11863.00--4.740.000.00-5.49-47.78
    Intel CorpINTC:USUnited States Semiconductor Devices154500.002.93%13.912.8020.1340.76-6.81-2.13
    C 00004000 isco Systems IncCSCO:USUnited States Communications Equipment125176.003.41%13.242.5319.1145.15-7.171.55
    Alliance Data Systems CorpADS:USUnited States Consumer Finance15666.00-27.792.569.21-0.00-8.37-69.24
    Skyworks Solutions IncSWKS:USUnited States Semiconductor Devices12337.001.61%15.553.7524.1225.04-8.68-17.37
    Flextronics International LtdFLEX:USUnited States EMS/ODM5424.00-10.720.222.05-0.00-8.71-59.67
    CA IncCA:USUnited States Infrastructure Software11872.003.70%16.372.8917.6560.57-8.9810.58
    Amphenol CorpAPH:USUnited States Electrical Components14399.001.20%19.242.6013.5123.09-9.17-34.10
    Linear Technology CorpLLTC:USUnited States Semiconductor Devices9453.003.04%19.296.6834.6358.64-9.4522.24
    EMC Corp/MAEMC:USUnited States Computer Hardware & Storage47853.001.86%18.431.9610.6334.28-9.65-25.46
    Arrow Electronics IncARW:USUnited States Technology Distributors4507.00-8.220.202.43-0.00-11.20-59.28
    International Business Machines CorpIBM:USUnited States IT Services128937.003.91%8.161.5619.1231.91-11.19-10.62
    FleetCor Technologies IncFLT:USUnited States Consumer Finance11061.00-27.216.6224.33-0.00-12.83-58.01
    Cree IncCREE:USUnited States Semiconductor Devices2530.00--1.640.000.00-17.67-59.96
    00004000 Symantec CorpSYMC:USUnited States Infrastructure Software13835.002.93%14.842.2815.3643.48-15.51-13.80
    Oracle CorpORCL:USUnited States Infrastructure Software146160.001.72%16.094.0224.9827.67-17.13-22.86
    Trimble Navigation LtdTRMB:USUnited States Measurement Instruments4985.00-43.982.245.09-0.00-19.61-100.79
    Akamai Technologies IncAKAM:USUnited States Infrastructure Software8347.00-25.413.8915.31-0.00-19.99-72.39
    FFIV:USUnited States Communications Equipment6686.00-18.673.5318.91-0.00-24.20-66.26
    Corning IncGLW:USUnited States Electronics Components20466.002.77%14.452.3316.1240.03-23.03-23.62
    Applied Materials IncAMAT:USUnited States Semiconductor Mfg19317.002.38%14.442.1114.6134.37-26.42-34.18
    Xerox CorpXRX:USUnited States IT Services9294.003.05%11.020.544.9033.61-29.66-44.46
    QUALCOMM IncQCOM:USUnited States Semiconductor Devices71743.004.02%12.503.0624.4850.25-31.03-11.09
    VMware IncVMW:USUnited States Infrastructure Software22032.00-19.913.4817.48-0.00-33.89-78.62
    Yahoo! IncYHOO:USUnited States Internet Media28633.00-74.965.787.71-0.00-34.41-143.95
    Qorvo IncQRVO:USUnited States Semiconductor Devices5572.00-12.862.0816.17-0.00-38.78-77.76
    HP IncHPQ:USUnited States Computer Hardware & Storage19029.004.67%3.310.195.7415.46-37.08-61.49
    NetApp IncNTAP:USUnited States Computer Hardware & Storage6787.003.10%16.141.207.4350.03-38.20-39.17
    Teradata CorpTDC:USUnited States IT Services3079.00-12.691.3010.24-0.00-44.82-89.56
    Seagate Technology PLCSTX:USUnited States Computer Hardware & Storage9602.007.85%10.020.797.8878.66-46.06-11.83
    Twitter IncTWTR:USUnited States Internet Media12976.00--6.220.000.00-48.55-90.84
    Western Digital CorpWDC:USUnited States Computer Hardware & Storage11412.004.06%7.910.8210.3732.11-51.71-59.43
    Micron Technology IncMU:USUnited States Semiconductor Devices12470.00-6.740.8512.61-0.00-58.98-95.40
    Apple IncAAPL:USUnited States Communications Equipment551787.002.09%10.812.4522.6622.59-5.25-13.10

    Index Sector Valuations vs GEM Average

    SectorSector MCap US mnSector MCap Share in TotalGem Sector Share In Total GEMGEM Sector MCAP USmnPayout RatioGEM Payout RatioDiv YieldGEM Div YieldPEPEGEMPE Discount vs GEMNetMarginNetMarginGEMMargin Diff. vs GEM1yr ReturnGEM 1yr Return
    Communications1370653.128.110.3794505.80.443.31.93.233.318.283.019.513.6-5.937.7-0.7
    Consumer Discretionary31049.00.66.6509681.00.027.02.010.916.4-33.518.29.6-8.615.93.1
    Financials368097.57.532.82543065.722.726.01.04.029.58.8235.231.420.4-11.014.83.2
    Health Care16107.40.32.3178295.832.220.31.71.019.531.7-38.519.217.0-2.213.513.6
    Industrials125076.72.65.8453138.224.923.41.71.816.418.6-11.811.111.40.3-5.122.9
    Technology2967215.160.810.8833615.635.129.22.52.317.918.9-5.318.519.81.32.22.8

    Top 5 ML Developed Markets Technology Long Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    STMicroelectronics NVSTM:FPSwitzerland Semiconductor Devices5489.286.65%37.650.751.99250.37-10.61161.81
    Equinix IncEQIX:USUnited States REIT18625.002.17%78.926.678.45171.2652.14110.63
    Activision Blizzard IncATVI:USUnited States Application Software25884.000.65%23.925.2521.9515.5592.7964.07
    Maxim Integrated Products IncMXIM:USUnited States Semiconductor Devices9183.003.71%29.264.0113.70108.555.3756.07
    Paychex IncPAYX:USUnited States Payment & Data Processors17080.003.55%24.416.0224.6686.663.8948.50

    Top 5 ML Developed Markets Technology Short Picks

    valuestockCountryIndustryMCapUSDmnDividendYieldPEPSNetMarginPctPayoutRatio52wkchangeScore
    Yahoo! IncYHOO:USUnited States Internet Media28633.00-74.965.787.71-0.00-34.4127.76
    Trimble Navigation LtdTRMB:USUnited States Measurement Instruments4985.00-43.982.245.09-0.00-19.6170.92
    Micron Technology IncMU:USUnited States Semiconductor Devices12470.00-6.740.8512.61-0.00-58.9876.31
    Facebook IncFB:USUnited States Internet Media278190.00-99.3617.2117.32-0.0032.8480.22
    Twitter IncTWTR:USUnited States Internet Media12976.00--6.220.000.00-48.5580.87
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    Weekly Fund flow into Technology focused funds showed (Previous Week)-66.4 USD mn of outflow.


    Top 10 Technology Focused Funds by Inflows Last Week
    Fund Namefund flow mn$Total Assets mn$
    PICTET - BIOTECH - HP EUR (PBFN)45.61468.4
    SEB CONCEPT BIOTECHNOLOGY - D (XGZE)20.8498.3
    ERSTE SPARINVEST - ESPA STOCK BIOTEC (IFWJ)13.3230.1
    CREDIT SUISSE SICAV LUX EQUITY BIOTECHNOLOGY (C27B)11.6212.7
    ALLIANZ INFORMATIONSTECHNOLOGIE - A (DJFL)8.0150.7
    DEKA-TECHNOLOGIE CF - TF (FK8L)6.6336.8
    VONTOBEL FUND - CLEAN TECHNOLOGY (UEUW)5.1110.4
    VARIOPARTNER SICAV - MIV GLOBAL MEDTECH FUND - P3 (VARP3US)3.8643.5
    PIONEER-HEALTHCARE STOCK T (FHDS)2.763.9
    VONTOBEL FUND - CLEAN TECHNOLOGY - A (VONCLEA)2.5110.4

    Top 10 Technology Focused Funds by Outflow Last Week
    Fund Namefund flow mn$Total Assets mn$
    PRUDENTIAL JENNISON HEALTH SCIENCES FUND - C (PHLCX)-27.12781.0
    FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC)-23.9382.1
    PICTET - BIOTECH - HR (PICBIHR)-15.91468.4
    DEXIA EQUITIES L - BIOTECHNOLOGY - N (DEXEBTN)-11.4624.9
    S-E-BANKEN TEKNOLOGI (SEBTEKN)-10.3432.4
    SEB TEKNOLOGIFOND (SEBTEKN)-10.3432.4
    INVESCO GLOBAL HEALTH CARE FUND/IRELAND - B ACC (INVHEBB)-8.8541.4
    SEB CONCEPT BIOTECHNOLOGY - D (BFGCBIO)-8.6498.3
    DEKA-TECHNOLOGIE CF - TF (DKTECTF)-8.5336.8
    UBS LUX EQUITY FUND - BIOTECH USD - P-ACC (UBSEBIO)-8.11283.0

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    ML Developed Markets Technology  MidLincoln.com