FANUF News and Press, Fanuc Corp From 02/03/22

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. Strategy outperformance was driven by our U.S. exposure, ...

Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable role in powering Japan’s economic miracle. By the 1980’s, the momentum accelerated to the point where commentators ...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...

Fanuc's FY3/2021 results highlighted high free cash flow generation driven by normalizing capex and improving profitability. The book-to-bill order outlook driven by China demand is the highest seen over the last five years. With a positive outlook current valuation multiples and ...

Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...

Artificial Intelligence (AI) looks set to become one of the fastest growing trends this decade. Statista: AI global software revenues are forecast to increase about 5x between end 2020 and end 2025. Others forecast AI to grow at a CAGR of 42% to 53%. A comparison of some popular A...

The ETF offers an opportunity to benefit from the megatrend of AI and Robots while diversifying risk. The pandemic has accelerated the vertical integration of technology and automation, which is reflected in the ETF's performance. Compared to other innovation ETFs, the individual ...