A board to discuss Technology Sector ideas -
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Fidelity MSCI Information Technology Index ETF (FTEC) (0.08%) ----------------------------- 0.7%
Vanguard Information Technology Index ETF (VGT) (0.10%) ------------------------------------ 0.9%
First Trust Cloud Computing ETF (SKYY) (0.60) ----------------------------------------------------- 0.2%
First Trust Nasdaq Cybersecurity ETF (CIBR) (0.60%) --------------------------------------------- 0.2%
iShares Semiconductor ETF (SOXX) - (0.35%) -------------------------------------------------------- 1.1%
IT Services -
Accenture (ACN) - Business management IT services (203 Bil) (Ireland) ----------------------- 1.2%
Automatic Data Processing (ADP) - Business outsourcing solutions (87 Bil) ----------------- 2.0%
CACI Intl (CACI) - Diverse IT services (7 Bil) ------------------------------------------------------------- 0% CDW Corp (CDW) - IT solutions ((27 Bil) ----------------------------------------------------------------- 1.2%
CGI Services (GIB) - Diverse IT and business services (22 Bil) ------------------------------------- 0%
ExlService (EXLS) - Business process management IT services (2.6 Bil) ----------------------- 0%
Gartner (IT) - Independent IT research and analysis (23 Bil) ----------------------------------------- 0%
Perion Network (PERI) - Digital advertising, monetization solns (1.5 Bil) (Israel) --------------- 0%
Verisk Analytics (VRSK) - Data analytics solutions (28 Bil) ------------------------------------------ 0.7%
Software -
Amdocs (DOX) - Business software/svcs for communications, cloud (Israel) (12 Bil) --------- 1.8%
Cadence Design Systems (CDNS) - Design software and hardware (52 Bil) ------------------- 0%
Fortinet (FTNT) - Cybersecurity solutions (52 Bil) ------------------------------------------------------- 0% Microsoft (MSFT) - Software (1.9 Tril) (Gates) ---------------------------------------------------------- 1.1%
Roper Technologies (ROP) - Software, diverse engineered products (50 Bil) ----------------- 0.5%
Rumble (RUM) - Video sharing platform (3 Bil) (Thiel) ------------------------------------------------- 0%
ServiceNow (NOW) - Service management software (94 Bil) ---------------------------------------- 0% Synopsys (SNPS) - Electronics design automation software (56 Bil) ------------------------------- 0%
Tyler Technologies (TYL) - IT services for the public sector (15 Bil) -------------------------------- 0%
Equipment -
Amphenol (APH) - Electrical, electronic, and fiber optic connectors (16 Bil) -------------------- 1.1%
Apple (AAPL) - Smartphones, computers (2.7 T) (Berkshire) -------------------------------------- 0.7%
Arista Networks (ANET) - Cloud networking solutions (42 Bil) -------------------------------------- 0%
Badger Meter (BMI) - Flow measurement technologies (3 Bil) -------------------------------------- 0.8%
Motorola Solutions (MSI) - Communications equipment (43 Bil) ---------------------------------- 1.4%
Teledyne (TDY) - Instrumentation, digital imaging, electronics (20 Bil) ----------------------------- 0%
Semiconductors -
iShares Semiconductor ETF (SOXX) - (0.35%) -------------------------------------------------------- 1.1%
Analog Devices (ADI) - Data converter products, semicond (90 Bil) ------------------------------- 1.7%
ASML Holding (ASML) - Semiconductor equipment (244 Bil) (Netherlands) -------------------- 1.6%
Axcelis Technologies (ACLS) - Processing equip for semiconductor industry (4 Bil) ---------- 0%
Broadcom (AVGO) - Semiconductor devices (252 Bil) ------------------------------------------------ 3.1%
KLA Corp (KLAC) - Solutions for semiconductor and electronics industries (57 Bil) ---------- 1.3%
Monolithic Power Systems (MPWR) Semiconductor + electronics solns (22 Bil) ------------- 0.7%
Nova Ltd (NVMI) - Control systems for semicond mfg (3 Bil) (Israel) -------------------------------- 0%
On Semiconductor (ON) - Semiconductor industry (35 Bil) ------------------------------------------- 0%
Texas Instruments (TXN) - Semiconductors (167 Bil) ------------------------------------------------- 2.7% ____________________________________________________________
Invesco QQQ Trust (QQQ) (Exp - 0.20%, Assets - 153 Bil, Yield - 0.55%)
| Name | Symbol | % Assets |
| Apple Inc | AAPL | 12.81% |
| Microsoft Corp | MSFT | 10.19% |
| Amazon.com Inc | AMZN | 9.98% |
| Tesla Inc | TSLA | 4.24% |
| Facebook Inc A | FB | 4.19% |
| Alphabet Inc A | GOOGL | 3.80% |
| Alphabet Inc Class C | GOOG | 3.69% |
| NVIDIA Corp | NVDA | 2.65% |
| PayPal Holdings Inc | PYPL | 2.02% |
| Adobe Inc | ADBE | 1.84% |
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Invesco NASDAQ Next Gen 100 ETF (QQQJ) (Exp - 0.15%, Assets - 586 mil)
| Name | Symbol | % Assets |
| CrowdStrike Holdings Inc Class A | CRWD | 2.50% |
| Roku Inc Class A | ROKU | 2.38% |
| The Trade Desk Inc A | TTD | 2.20% |
| Zscaler Inc | ZS | 1.74% |
| AstraZeneca PLC ADR | AZN.L | 1.58% |
| Fortinet Inc | FTNT | 1.55% |
| Take-Two Interactive Software Inc | TTWO | 1.53% |
| Coupa Software Inc | COUP | 1.52% |
| Liberty Broadband Corp C | LBRDK | 1.50% |
| Etsy Inc | ETSY | 1.48% |
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ARK Innovation ETF (ARKK) (Exp - 0.75%, Assets - 13 Bil, Yield - 0.17%)
| Name | Symbol | % Assets |
| Tesla Inc | TSLA | 10.55% |
| Roku Inc Class A | ROKU | 6.79% |
| Invitae Corp | NVTA | 6.71% |
| CRISPR Therapeutics AG | CRSP | 6.05% |
| Square Inc A | SQ | 5.67% |
| Slack Technologies Inc Class A | WORK | 4.49% |
| Teladoc Health Inc | TDOC | 3.94% |
| Proto Labs Inc | PRLB | 3.03% |
| Zillow Group Inc C | Z | 2.84% |
| Spotify Technology SA | SPOT | 2.81% |
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iShares - Exponential Technologies (XT) (Exp - 0.47%, Assets - 2.9 Bil, Yld - 1.0%)
| Name | Symbol | % Assets |
| Tesla Inc | TSLA | 3.14% |
| Square Inc A | SQ | 1.25% |
| MercadoLibre Inc | MELI.SA | 1.05% |
| Xiaomi Corp Ordinary Shares - Class B | 01810 | 1.04% |
| Adyen NV | ADYEN | 0.99% |
| Wuxi Biologics (Ca | N/A | 0.98% |
| NVIDIA Corp | NVDA | 0.96% |
| Advanced Micro Devices Inc | AMD | 0.92% |
| Vestas Wind Systems A/S | VWS | 0.82% |
| Albemarle Corp | ALB | 0.81% |
____________________________________________________________ iShares - Expanded Tech ETF (IGM) (Exp - 0.46%, Assets - 3 Bil, Yld - 0.38%)
| Name | Symbol | % Assets |
| Apple Inc | AAPL | 8.04% |
| Microsoft Corp | MSFT | 7.99% |
| Amazon.com Inc | AMZN | 7.65% |
| Facebook Inc A | FB | 5.86% |
| Alphabet Inc A | GOOGL | 4.45% |
| Alphabet Inc Class C | GOOG | 4.36% |
| Visa Inc Class A | V | 3.12% |
| NVIDIA Corp | NVDA | 2.91% |
| Mastercard Inc A | MA | 2.61% |
| PayPal Holdings Inc | PYPL | 2.21% |
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Fidelity MSCI Info Tech Index ETF (FTEC) (Exp - 0.084%, Assets - 2.6 Bil, Yld - 1.13%) *****************************************************
| Name | Symbol | % Assets |
| Apple Inc | AAPL | 17.46% |
| Microsoft Corp | MSFT | 15.92% |
| Visa Inc Class A | V | 4.74% |
| Intel Corp | INTC | 3.86% |
| Mastercard Inc A | MA | 3.84% |
| Cisco Systems Inc | CSCO | 3.10% |
| Adobe Inc | ADBE | 2.07% |
| Oracle Corp | ORCL | 1.99% |
| Salesforce.com Inc | CRM | 1.98% |
| International Business Machines Corp | IBM | 1.81% |
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Vanguard Information Technology Index Fund ETF (VGT) (Exp - 0.10%, Assets -
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25 Bil, Yield - 1.2%)
Get Quotes for Top Holdings | Name | Symbol | % Assets |
| Apple Inc | AAPL | 17.44% |
| Microsoft Corp | MSFT | 15.91% |
| Visa Inc Class A | V | 4.38% |
| Intel Corp | INTC | 3.86% |
| Mastercard Inc A | MA | 3.83% |
| Cisco Systems Inc | CSCO | 3.10% |
| Adobe Inc | ADBE | 2.07% |
| Oracle Corp | ORCL | 1.99% |
| Salesforce.com Inc | CRM | 1.98% |
| International Business Machines Corp | IBM | 1.81% |
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Goldman Sachs Innovate Equity ETF (GINN) (Exp - 0.50%, Assets - 339 mil)
| Name | Symbol | % Assets |
| Apple Inc | AAPL | 2.02% |
| Alphabet Inc A | GOOGL | 1.80% |
| Microsoft Corp | MSFT | 1.80% |
| Amazon.com Inc | AMZN | 1.78% |
| Facebook Inc A | FB | 1.68% |
| NVIDIA Corp | NVDA | 1.62% |
| Alibaba Group Holding Ltd ADR | BABA | 1.40% |
| Tesla Inc | TSLA | 1.14% |
| Tencent Holdings Ltd | 00700 | 1.07% |
| Intel Corp | INTC | 0.98% |
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Global X Artificial Intelligence + Tech ETF (AIQ) (Exp - 0.68%, Assets - 120 mil, Yld - 0.46%) | Name | Symbol | % Assets |
| Qualcomm Inc | QCOM | 4.16% |
| Meituan | 03690 | 3.69% |
| Samsung Electronics Co Ltd | 005930.KS | 3.37% |
| NVIDIA Corp | NVDA | 3.35% |
| Salesforce.com Inc | CRM | 3.30% |
| ServiceNow Inc | NOW | 3.13% |
| Advanced Micro Devices Inc | AMD | 3.09% |
| Facebook Inc A | FB | 3.02% |
| Shopify Inc A | SHOP.TO | 2.97% |
| Alphabet Inc A | GOOGL | 2.94% |
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iShares - Expanded Tech - Software ETF (IGV)
| Name | Symbol | % Assets |
| Microsoft Corp | MSFT | 7.86% |
| Adobe Inc | ADBE | 7.58% |
| Salesforce.com Inc | CRM | 7.48% |
| Oracle Corp | ORCL | 6.03% |
| ServiceNow Inc | NOW | 5.55% |
| Intuit Inc | INTU | 4.98% |
| Zoom Video Communications Inc | ZM | 4.71% |
| Activision Blizzard Inc | ATVI | 3.32% |
| Autodesk Inc | ADSK | 3.32% |
| DocuSign Inc | DOCU | 2.26% |
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Invesco S&P SmallCap Information Technology ETF (PSCT)
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(Exp - 0.29%, Assets - 323 mil, Yield - 0.26%)
Get Quotes for Top Holdings | Name | Symbol | % Assets |
| Cabot Microelectronics Corp | CCMP | 4.18% |
| Viavi Solutions Inc | VIAV | 3.48% |
| Brooks Automation Inc | BRKS | 2.92% |
| Qualys Inc | QLYS | 2.74% |
| Itron Inc | ITRI | 2.55% |
| Power Integrations Inc | POWI | 2.55% |
| Rogers Corp | ROG | 2.40% |
| LivePerson Inc | LPSN | 2.38% |
| Anixter International Inc | AXE | 2.37% |
| ExlService Holdings Inc | EXLS | 2.27% |
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Global X Internet of Things ETF (SNSR) (Exp - 0.68%, Assets - 130 mil, Yield - 1.24%)
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Get Quotes for Top Holdings | Name | Symbol | % Assets |
| DexCom Inc | DXCM | 7.61% |
| STMicroelectronics NV | STM.SI | 7.48% |
| Skyworks Solutions Inc | SWKS | 6.75% |
| Garmin Ltd | GRMN | 6.22% |
| Sensata Technologies Holding PLC | ST | 5.54% |
| Cypress Semiconductor Corp | CY | 5.48% |
| ADT Inc | ADT | 4.85% |
| Advantech Co Ltd | 2395.TW | 4.75% |
| Silicon Laboratories Inc | SLAB | 3.18% |
| ams AG | AMS | 2.83% |
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ALPS Disruptive Technologies ETF (DTEC) (Exp - 0.50%, Assets - 75 mil, Yield - 0.25%)
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Get Quotes for Top Holdings | Name | Symbol | % Assets |
| Align Technology Inc | ALGN | 1.47% |
| ADT Inc | ADT | 1.43% |
| DexCom Inc | DXCM | 1.43% |
| Fortinet Inc | FTNT | 1.24% |
| Qorvo Inc | QRVO | 1.23% |
| Splunk Inc | SPLK | 1.21% |
| Insulet Corp | PODD | 1.19% |
| Avast PLC | AVST.L | 1.18% |
| Xero Ltd | XRO.NZ | 1.18% |
| Brookfield Renewable Partners LP | BEP.UN | 1.17% |
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SERVICES - ********************
Accenture (ACN) - Business management services, Ireland (50 Bil) ----------------------
2.4%
Alliance Data Services (ADS) - Marketing and loyalty solutions (16 Bil) ----------------- 0%
Automatic Data Processing (ADP) - Business outsourcing solutions (42 Bil) ----------
2.3% Exponent (EXPO) - Engineering and scientific consulting services (1 Bil) ----------------1.4%
Gartner (IT) - Independent IT research and analysis (6 Bil) ---------------------
IHS (IHS) - Information and analysis to diverse industries (8 Bil) ---------------------------- 0%
BUSINESS SOFTWARE / SERVICES - ********************************************************
Amdocs (DOX) - Business software and svcs for communications (Israel) (8 Bil) ------ 1.3%
Cognizant Technology (CTSH) - IT outsourcing (38 Bil) ------------------------------------- 0%
Sapiens Intl (SPNS) - Software for insurance industry (Israel) (392 mil) ------------------ 0%
INTERNET SOFTWARE / SERVICES -
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Alphabet (GOOG) - Online advertising and search services (647 Bil)
CGI Services (GIB) - Diverse IT and business services (Canada) (14 Bil) --------------- 0%
J2 Global (JCOM) - Internet services (3 Bil) ----------------------------------------------------- 1.7%
NetEase (NTES) - Internet services, China (11 Bil) -------------------------------------------- 1.6%
IT SERVICES -
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EPAM Systems (EPAM) - Software engineering, IT consulting (3 Bil) -------------------- 0%
Scientific Applications Intl (SAIC) - IT svcs for govt + military (1.9 Bil) -----------------
3.0% ServiceNow (NOW) - Service management software (12 Bil) ------------------------------- 0%
Syntel (SYNT) - IT services and consulting (4 Bil) ---------------------------------------------- 0%
Tyler Technologies (TYL) - IT services for the public sector (4 Bil) ----------------------- 0%
Virtusa (VRTU) - IT services (1 Bil) ----------------------------------------------------------------- 0%
APPLICATION SOFTWARE -
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Ansys (ANSS) - Engineering simulation software (8 Bil) -------------------------------------- 0%
Ellie Mae (ELLI) - Software solns + svcs for residential mortgage industry (2.2 Bil) --- 0%
Intuit (INTU) - Business and financial management solutions (23 Bil) -------------------- 0.9%
Magic Software Enterprises (MGIC) - Software (Israel) (282 mil) -------------------------
3.0% NIC Inc (EGOV) - IT services for Federal, state, local governments (1 Bil) -------------- 0%
Open Text (OTEX) - ECM software, Canada (7 Bil) ------------------------------------------- 1.3%
Oracle (ORCL) - Enterprise software (177 Bil) -------------------------------------------------- 1.2%
Salesforce (CRM) - Enterprise cloud computing solutions (34 Bil) -------------------------
SECURITY SOFTWARE / SERVICES -
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Check Point Software (CHKP) - Software + hardware for IT security (Israel) (15 Bil) - 0%
Nice Systems (NICE) - Software for customer interactions, security (Israel) (4 Bil) --- 1.1%
Proofpoint (PFPT) - Security software (2 Bil) --------------------------------------------------- 0%
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Technology ETFs - ****************************** Ark Autonomous Technology + Robotics (ARKQ)
Ark Innovation (ARKK)
Ark Israel Innovative Technology ETF (IZRL)
Ark Next Generation Internet (ARKW)
BlueStar Israel Technology ETF (ITEQ)
Fidelity MSCI Info Tech ETF (FTEC) (Exp - 0.08%)
Global X Future Analytics Tech ETF (AIQ) (Exp - 0.68%, Assets - 54 mil, Yld - 0.49%)
iShares - Edge MSCI Multifactor Technology (TCHF)
iShares - Evolved US Technology (IETC)
iShares - Exponential Technologies (XT)
iShares - Global Tech (IXN)
iShares - North Amercan Tech - Multimedia Networking (IGN)
iShares - North American Tech (IGM)
iShares - North American Tech - Software (IGV)
iShares - PHLX Semiconductor (SOXX)
iShares - US Technology (IYW)
SPDR FactSet Innovative Technology ETF (XITK)
Vanguard - Information Technology (VGT) CLOUD COMPUTING -
********************************* First Trust Cloud Computing ETF (SKYY)
Global X Cloud Computing ETF (CLOU)
Wisdom Tree Cloud Computing ETF (WCLD)
CYBERSECURITY - ***************************** BlueStar Israel Technology ETF (ITEQ) (Exp - 0.75%, Assets - 82 mil, Yield - 0.24%) ETFMG Prime Cyber Security ETF (HACK) (Exp - 0.60%, Assets - 1.6 Bil, Yield - 0.19%) First Trust Nasdaq Cybersecurity ETF (CIBR) (Exp - 0.60%, Assets - 1.1 Bil, Yield -0.20%) Global X Cybersecurity ETF (BUG) (Exp - 0.50%, Assets - 2 mil) iShares Cybersecurity and Tech ETF (IHAK) (Exp - 0.47%, Assets - 4 mil, Yield - n/a) ROBOTICS - **********************
Ark Autonomous Technology + Robotics ETF (ARKQ) First Trust Nasdaq Artificial Intelligence + Robotics ETF (ROBT) Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ ) iShares Robotics + Artificial Intelligence ETF (IRBO) Robo Global Robotics & Automation Index ETF (ROBO) 3D PRINTING - *********************** Ark Invest - 3D Printing ETF (PRNT) (Exp - 0.66%, Assets - 35 mil, Yield - 0) ELECTRONICS -
*****************************
Apple (AAPL) - Mobile communications and media devices, computers (825 Bil)
Amphenol (APH) - Electrical, electronic, and fiber optic connectors (16 Bil) ------------ 1.1%
IPG Photonics (IPGP) - Optical fiber lasers and amplifiers (5 Bil) ------------------------- 0%
Lightwave Logic (LWLG) - Photonic devices, optical polymer materials (54 mil) Nova Measuring Instruments (NVMI) - Optical technol for semiconductors (313 Bil) 0%
Teledyne (TDY) - Digital imaging systems, electronic (3.3 Bil) ------------------------------ 0%
SOCIAL NETWORKING -
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Facebook (FB) - Social networking (239 Bil) -----------------------------------------------------
LinkedIn (LNKD) - Social networking service (33 Bil) ---------------------------------------- 0%
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OTHER -
************* Arcam (AMAVF) - 3D additive manufacturing solutions (379 mil) ----------------- (Sweden)
Autodesk (ADSK) - Computer-aided design / CAD software (11 Bil)
Faro Technologies (FARO) - 3D scanning (639 mil)
Google (GOOG) - Diverse internet platform, search, advertising (295 Bil)
IBM (IBM) - Diversified computer systems and services
InterActive Corp (IACI) - Internet search, match, media (3 Bil)
iRobot (IRBT) - Robotics (933 mil)
NCR (NCR) - ATM machines, bar code scanners, etc (6 Bil)
Organovo (ONVO) - 3D bioprinting to create human tissues (650 mil)
TripAdvisor (TRIP) - Trip advisory services (8.6 Bil)
Workday (WDAY) - Enterprise cloud computing applications (15 Bil)
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