Tech Bounces Back: មូលនិធិទៅវិញទៅមកដ៏ល្អបំផុតភ្នាល់លើភាគហ៊ុន Semiconductor 11 នេះ។

As the major indexes rebound from last year’s bear market, the best mutual funds have shown a renewed interest in tech stocks, which took a particular beating in 2022. In the latest screen of new buys by top funds, leading money managers placed big bets on semiconductor stocks like Broadcom (AVGO), mobileye (MBLY), បច្ចេកវិទ្យាមីក្រូជីបភីប។ (MCHP), បន្ទះសៀគ្វីអេឡិចត្រូនិច (អិលអេសស៊ីស៊ី) និង ប្រព័ន្ធមីក្រូអាល់ឡឺហ្គ្រោ (ALGM).

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AVGO led demand for ស្តុកបច្ចេកវិទ្យា among the best mutual funds. Money also flowed into chip sector stocks បច្ចេកវិទ្យា Axcelis (ACLS), ស្រាវជ្រាវអេស៊ីអិម (ACMR), តក្ករង្វង់។ (CRUS), diodes (ឌីអូ), បច្ចេកវិទ្យាអាំកាក់ (អេអឹមខេអរ), និង STMicroelectronics (STM).

នៅខាងក្រៅ semiconductor sector, 12 other tech stocks made the cut. The best-performing funds also picked up shares in ស៊ីឌីវ៉ាយ។ (ស៊ីឌីវ៉ាយ។), ប្រអប់ (ប្រអប់), Synopsys (អេសភីភី), និង ស៊ីឌៀន (ស៊ីឌី), each of which has entered, recently cleared or is testing a new ទិញតំបន់.

CDNS stock, which is on IBD អ្នកដឹកនាំរយៈពេលវែង, is setting up a buy point in a first-stage លំនាំពែង.

Ahead of reporting record quarterly revenue for Q4, ឧបករណ៍ជាតិ (ណាធី) blasted higher. NATI stock gapped up twice in massive volume, once on Jan. 13 and again on Jan. 17. Since then, the provider of automated test and automated measurement systems has held those gains, trading in a tight range.

អាគ្រីលីស (អាជីស) និង អ៊ីបេក (អាយ។ អេ។ ធី) have climbed well beyond their latest breakouts.

បច្ចេកវិទ្យា Duck Creek (ឌីស៊ីធីធី), which develops intelligent solutions for the insurance sector, gapped up last month on news of its acquisition by Vista Equity Partners for $2.6 billion.

Further confirming the rebound in tech stocks and demand for them among the best mutual funds, MBLY, LSCC, AVGO, STM, CRUS and others are all gaining steam. Mobileye, for example, has continued to soar in heavy volume after retaking its ការផ្លាស់ប្តូរជាមធ្យម 10 សប្តាហ៍.

While many tech stocks are taking a breather Friday, they’re showing resilience as the overall uptrend remains strong.  The emergence of a rare “power trend” in the Nasdaq is helping fuel this rise in tech stocks.

Broadcom Joins Three Others In Billion-Dollar Club

Broadcom led the list of new buys by the best mutual funds among semiconductor stocks, taking in an estimated $2.9 billion. But លោក Ferguson (FERG) topped this screen of the biggest bets by these savvy investors across all sectors. The distributor of HVAC, plumbing and other solutions took in a whopping $10.8 billion.

ឌីណាមិចដែកថែប (អេសអិល) (១,៤ ពាន់លានដុល្លារ) និង អេសប៊ី (អេសប៊ី) ($1.3 billion) round out the four-member billion-dollar club. STLD stock continues to test new all-time highs.

But Wait! There’s More Buying By The Best Mutual Funds

With the market rebounding from last year’s trauma, the best-performing money managers have opened their wallets to invest in more than just tech stocks.

Shoes and apparel stocks Crocs (CROX) និង Deckers ក្រៅផ្ទះ (ឌី។ ខេ) also landed on the list.

These top institutional investors also put 17 ស្តុកលក់រាយ in their shopping carts. Retailers building on recent breakouts include Ulta សម្រស់ (យូអិលធី), ជាន់និងតុបតែង (បញ្ចប់) និង បណ្ឌិត្យសភាកីឡានិងក្រៅផ្ទះ (ASO).

Featured among promising breakout stocks នៅថ្ងៃទី ១២ ខែកុម្ភៈ គ. Chipotle Mexican Grill (CMG) remains in a buy zone.

ឈានមុខគេ ស្តុកចិន Pinduoduo ។ (PDD) និង ហាងវីសស្ទាប់ (វីអាយភី) also make the list of retailers in demand.

នៅ​លើ medical frontអ្នកនឹងរកឃើញ ឱសថ Vertex ។ (អេសធីធី), ឱសថកាតាលីករ (ក្រុមហ៊ុន CPRX), Merck (MRK) and nine others in demand among leading funds.

After dominating the list of new buys by the best funds in 2022, the number of ស្តុកថាមពល on this screen has decreased to just eight. In addition to SLB, oil stocks ប្រេង និងឧស្ម័នភាគខាងជើង (NOG), ធនធាន Matador (MTDR), ហេស (HES) និង ដេនបឺរី (DEN) កាត់ផងដែរ។

Solar energy stocks ជិនសូសុល (JKS) និង បច្ចេកវិទ្យា Shoals (អេសអេលអេស) also found their place in the sun.

Browse the full list of new buys by the best mutual funds here.

សូមអនុវត្តតាម Matthew Galgani នៅលើ Twitter នៅ @IBD_MGalgani.

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