Quarterly Holdings

Total Page:16

File Type:pdf, Size:1020Kb

Quarterly Holdings Disciplined Core Value - TF Schedule of Investments as of 2021-06-30 (Unaudited) Holding Shares/Principal Amount Market Value ($) AbbVie Inc 556,310 62,662,758 Microsoft Corp 222,695 60,328,076 HCA Healthcare Inc 284,134 58,741,863 iShares Russell 1000 Value ETF 356,283 56,513,609 Ford Motor Co 3,746,875 55,678,562 JPMorgan Chase & Co 356,149 55,395,415 Target Corp 195,133 47,171,451 Blackstone Group Inc/The 449,400 43,654,716 Berkshire Hathaway Inc 151,732 42,169,357 Owens Corning 417,668 40,889,697 McKesson Corp 211,878 40,519,549 Bank of America Corp 938,094 38,677,616 International Business Machines Corp 262,272 38,446,452 Comcast Corp 664,656 37,898,685 Johnson & Johnson 223,659 36,845,584 Best Buy Co Inc 319,664 36,754,967 Intel Corp 650,433 36,515,309 Wells Fargo & Co 789,102 35,738,430 Pfizer Inc 899,023 35,205,741 Prologis Inc 293,734 35,110,025 Accenture PLC 114,439 33,735,473 UnitedHealth Group Inc 82,805 33,158,434 Chevron Corp 309,195 32,385,084 FedEx Corp 108,129 32,258,125 Citigroup Inc 446,529 31,591,927 Tyson Foods Inc 407,022 30,021,943 MasTec Inc 280,629 29,774,737 3M Co 149,472 29,689,623 QUALCOMM Inc 205,869 29,424,856 Northrop Grumman Corp 78,930 28,685,530 General Mills Inc 470,000 28,637,100 Bristol-Myers Squibb Co 410,327 27,418,050 Broadcom Inc 55,634 26,528,517 Oracle Corp 339,901 26,457,894 Cummins Inc 107,692 26,256,387 Eaton Corp PLC 175,778 26,046,784 Seagate Technology Holdings PLC 289,206 25,429,884 Progressive Corp/The 258,792 25,415,962 Boeing Co/The 106,018 25,397,672 Schlumberger NV 789,112 25,259,475 Dow Inc 394,184 24,943,964 Applied Materials Inc 174,691 24,875,998 Moderna Inc 104,655 24,591,832 Cboe Global Markets Inc 202,238 24,076,434 Synchrony Financial 492,072 23,875,333 Charter Communications Inc 33,090 23,872,780 Walmart Inc 167,972 23,687,411 Nucor Corp 245,175 23,519,638 Walgreens Boots Alliance Inc 445,489 23,437,176 Disciplined Core Value - TF Holding Shares/Principal Amount Market Value ($) Morgan Stanley 253,109 23,207,564 Goldman Sachs Group Inc/The 60,467 22,949,041 Akamai Technologies Inc 194,676 22,699,222 NXP Semiconductors NV 108,243 22,267,750 Facebook Inc 64,031 22,264,219 VMware Inc 137,195 21,947,084 Lumen Technologies Inc 1,604,229 21,801,472 Cognizant Technology Solutions Corp 311,301 21,560,707 Celanese Corp 140,186 21,252,198 Laboratory Corp of America Holdings 75,505 20,828,054 salesforce.com Inc 83,258 20,337,432 Molson Coors Beverage Co 375,679 20,170,206 Altice USA Inc 590,487 20,159,226 Timken Co/The 246,406 19,857,860 Westrock Co 361,635 19,246,215 Mohawk Industries Inc 96,615 18,568,437 AGCO Corp 136,643 17,815,514 Landstar System Inc 112,734 17,814,227 Ryder System Inc 235,274 17,487,916 Steel Dynamics Inc 293,202 17,474,839 Chemours Co/The 497,037 17,296,888 CVS Health Corp 204,853 17,092,934 Exxon Mobil Corp 268,150 16,914,902 General Motors Co 284,835 16,853,687 Cisco Systems Inc/Delaware 315,617 16,727,701 Hill-Rom Holdings Inc 146,705 16,664,221 OneMain Holdings Inc 275,124 16,482,679 Amdocs Ltd 207,139 16,024,273 Humana Inc 36,092 15,978,650 HP Inc 522,311 15,768,569 Magna International Inc 168,677 15,626,237 Quanta Services Inc 169,890 15,386,937 Simon Property Group Inc 116,036 15,140,377 DXC Technology Co 384,059 14,955,257 Palo Alto Networks Inc 38,582 14,315,851 Eastman Chemical Co 122,465 14,297,789 UGI Corp 301,980 13,984,694 Yum! Brands Inc 118,967 13,684,774 Lowe's Cos Inc 69,808 13,540,658 First Horizon Corp 778,142 13,446,294 Hubbell Inc 71,239 13,310,295 SYNNEX Corp 107,135 13,044,758 Micron Technology Inc 149,576 12,710,968 Skyworks Solutions Inc 65,266 12,514,756 Walt Disney Co/The 71,190 12,513,066 Lithia Motors Inc 35,679 12,260,732 Affiliated Managers Group Inc 75,614 11,660,435 Williams-Sonoma Inc 71,374 11,394,859 Citizens Financial Group Inc 248,338 11,391,264 LKQ Corp 230,422 11,341,371 Disciplined Core Value - TF Holding Shares/Principal Amount Market Value ($) Acuity Brands Inc 60,550 11,324,666 Home Depot Inc/The 35,510 11,323,784 PerkinElmer Inc 71,559 11,049,425 Diamondback Energy Inc 117,124 10,996,772 Regal Beloit Corp 82,181 10,971,985 Marathon Petroleum Corp 176,217 10,647,031 Allstate Corp/The 79,508 10,371,024 Carlisle Cos Inc 54,096 10,352,892 Jazz Pharmaceuticals PLC 57,941 10,292,639 nVent Electric PLC 317,337 9,913,608 Radian Group Inc 443,785 9,874,216 Synaptics Inc 63,327 9,852,415 Charles Schwab Corp/The 133,579 9,725,887 Huntington Ingalls Industries Inc 44,899 9,462,464 AMN Healthcare Services Inc 93,246 9,042,997 NRG Energy Inc 221,247 8,916,254 Marathon Oil Corp 601,431 8,191,490 Brinker International Inc 119,477 7,389,652 Williams Cos Inc/The 266,134 7,065,858 Bloomin' Brands Inc 258,372 7,012,216 MSCI Inc 12,685 6,762,120 AMC Networks Inc 92,050 6,148,940 Interpublic Group of Cos Inc/The 187,238 6,083,363 Leidos Holdings Inc 54,668 5,526,935 BorgWarner Inc 113,450 5,506,863 Cabot Oil & Gas Corp 297,784 5,199,309 Allison Transmission Holdings Inc 123,043 4,889,729 Jones Lang LaSalle Inc 24,861 4,859,331 Procter & Gamble Co/The 35,903 4,844,392 Kimberly-Clark Corp 35,640 4,767,919 Thermo Fisher Scientific Inc 9,264 4,673,410 PulteGroup Inc 78,748 4,297,278 J2 Global Inc 28,995 3,988,262 Exelixis Inc 199,650 3,637,623 Mercury General Corp 47,123 3,060,639 Iron Mountain Inc 23,870 1,010,178 This schedule of investments provides information about the fund's portfolio holdings as of the date on the schedule. It is unaudited, and American Century assumes no obligation to update or supplement the schedule to reflect subsequent changes. More information is available in the fund's most recent annual or semiannual shareholder report..
Recommended publications
  • FORM 10-K ☑ ANNUAL REPORT PURSUANT to SECTION 13 OR 15(D) of the SECURITIES EXCHANGE ACT of 1934 for the Fiscal Year Ended October 2, 2020 OR
    UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 2, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission file number 001-05560 Skyworks Solutions, Inc. (Exact name of registrant as specified in its charter) Delaware 04-2302115 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 5260 California Avenue Irvine California 92617 (Address of principal executive offices) (Zip Code) (949) 231-3000 (Registrant’s telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.25 per share SWKS Nasdaq Global Select Market Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the registrant is a well-known seasoned issuer, as defined in Rule 405 of the Securities Act. ☑ Yes o No Indicate by check mark if the registrant is not required to file reports pursuant to Section 13 or 15(d) of the Act. o Yes ☑ No Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days.
    [Show full text]
  • Skyworks Launches Breakthrough Sky5™ Platform
    Skyworks Launches Breakthrough Sky5™ Platform January 9, 2018 Empowering Revolutionary 5G Global Communications LAS VEGAS--(BUSINESS WIRE)--Jan. 9, 2018-- Skyworks Solutions, Inc. (NASDAQ: SWKS), an innovator of high performance analog semiconductors connecting people, places and things, today introduced Sky5 ™, its suite of solutions that will support 5G wireless communications and enable a multitude of new and previously unimagined applications across mobile and Internet of Things (IoT) ecosystems. With decades of experience in developing innovative connectivity platforms for each previous generation of wireless standards, Skyworks is leveraging its vast technology portfolio, systems expertise, leadership scale and strong customer relationships to accelerate the deployment of 5G. More specifically, Skyworks’ Sky5™ solutions encompass its highly innovative transmit and receive systems targeting the world’s most demanding wireless end markets. This press release features multimedia. View the full release here: http://www.businesswire.com/news/home/20180109005734/en/ “Today Skyworks introduces our breakthrough Sky5™ platform, enabling the next-generation of wireless communications,” said Liam K. Griffin, president and chief executive officer of Skyworks. “5G is a macro-economic game changer that will revolutionize the global communication landscape with significantly more powerful and complex connectivity engines. As a leader in unwiring the planet, Skyworks is well-positioned to capitalize on the demand for robust and dramatically increased
    [Show full text]
  • 2016 Annual Report and 2017 Proxy Statement
    | 2016 Annual Report Notice of 2017 Annual Meeting and Proxy Statement We are empowering the wireless networking revolution. Our highly innovative analog semiconductors are connecting people, places and things spanning a number of new and previously unimagined applications within the automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet and wearable markets. - Page 1 - Enabling the Wireless Ecosystem with a Broad Spectrum of Technologies and Products Enhanced Mobile ns Co tio Broadband nn lu ec o ti S vi x ty /R M x o T d E u T le L s • • s r L T e E fi i C l A p T m 3 M A / r N e B w 1 o P Massive Ultra-reliable Machine-type and Low Latency Communication Communication VR S s m er al n l C Tu ells na • In nten tegrated Filters • A TM - Page 2 - Dear Stockholders, As we look back on fiscal 2016, Skyworks once again delivered strong financial results while executing on our ambitious vision of Connecting Everyone and Everything, All the Time. Our connectivity engines are at the heart of new and extraordinary applications spanning Mobile and Internet of Things (IoT) ecosystems—transforming the way we live, work and play. As our record revenue and profitability reflect, we are capitalizing on powerful macro trends, diversifying across new markets, advancing our technology leadership and ultimately broadening Skyworks’ portfolio to address the world’s most exciting communications platforms. | Connectivity—The Critical Function Mobile and IoT ecosystems are growing at an unprecedented rate. With a rapidly expanding user base and increasing levels of profitability, stakeholders are monetizing vast flows of data, fostering entirely new wireless-centric business models.
    [Show full text]
  • Virtus Allianzgi Artificial Intelligence & Technology Opportunities Fund
    Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund as of : 05/28/2021 (Unaudited) SECURITY SHARES TRADED MARKET VALUE % OF PORTFOLIO NXP Semiconductors NV 89,880 $19,002,430 1.89 % Microsoft Corp 76,095 $18,999,400 1.89 % Deere & Co 52,235 $18,862,059 1.87 % UnitedHealth Group Inc 40,120 $16,526,230 1.64 % IQVIA Holdings Inc 63,895 $15,345,023 1.52 % ON Semiconductor Corp 14,000,000 $14,665,000 1.46 % Mastercard Inc 40,120 $14,466,470 1.44 % Citigroup Inc 182,535 $14,367,330 1.43 % Square, Inc. 0.25% 01-NOV-2027 12,500,000 $14,054,688 1.40 % Morgan Stanley 151,625 $13,790,294 1.37 % Broadcom Inc 8.00 % Cum Conv Pfd Registered Shs 2019-30.09.22 Series A 8,965 $13,634,689 1.35 % JPMorgan Chase & Co 82,100 $13,484,104 1.34 % Anthem Inc 33,835 $13,473,774 1.34 % Marvell Technology Inc 268,390 $12,963,237 1.29 % Snap Inc 12,425,000 $12,782,219 1.27 % Visa Inc 56,215 $12,777,670 1.27 % Flex Ltd 656,100 $11,986,947 1.19 % Alphabet, Inc.- Cl A 5,080 $11,972,798 1.19 % Microchip Technology Incorporated 0.125% 15-NOV-2024 10,457,000 $11,966,729 1.19 % Royal Caribbean Cruises Ltd. /Subsidiaries (2)/ 2.875% 15-NOV-2023 9,000,000 $11,920,500 1.18 % First Republic Bank/CA 61,770 $11,825,249 1.17 % 1 SECURITY SHARES TRADED MARKET VALUE % OF PORTFOLIO Micron Technology Inc 137,890 $11,602,065 1.15 % 2020 Cash Mandatory Exchangeable Trust 9,330 $11,503,703 1.14 % Applied Materials Inc 83,190 $11,491,035 1.14 % Hilton Worldwide Holdings Inc 90,830 $11,378,274 1.13 % Honeywell International Inc 49,100 $11,337,681 1.13 % Ford Motor Company 0.0% 15-MAR-2026 10,000,000 $10,995,227 1.09 % Okta, Inc.
    [Show full text]
  • Invesco Equally-Weighted S&P 500 Portfolio
    CollegeBound 529 Unit Classes Data as of June 30, 2021 Invesco Equally-Weighted S&P 500 Portfolio Quarterly Performance Commentary CUSIPS: A:76221W326 C:76221W318 I:76221W276 Investment objective Market overview The portfolio seeks total return through growth of - The US stock market once again hit new highs in the second quarter, despite higher volatility capital and current income. stemming from inflation concerns and potential for rising interest rates. Investors remained optimistic about the strength of the economic recovery after the Bureau of Economic Analysis reported that US GDP grew at a 6.4% annualized rate for the first quarter of 2021. Corporate Portfolio management earnings also remained strong as the majority of S&P 500 companies beat Wall Street Peter Hubbard, Michael Jeanette, Tony Seisser earnings forecasts. The Consumer Price Index (CPI), which has risen each month since Management is that of the underlying fund. January, rose 5% for the 12 months ending in May, its largest increase since August 2008 when it rose 5.3%. Despite rising inflation, the Federal Reserve has indicated it will likely wait Portfolio information until 2023 or later to raise the federal funds rate from its current level. Market leadership shifted again during the quarter as the Russell 1000 Growth Index returned 11.93% and the Total net assets $116,196,134 Russell 1000 Value Index returned 5.21%. The S&P 500 Index returned 8.55% for the Total number of holdings 506 quarter. Holdings shown are that of the underlying fund. Performance highlights Top equity holdings % of total net assets - The portfolio’s Class A units at net asset value (NAV) underperformed the S&P 500 Index for Etsy 0.25 the second quarter.
    [Show full text]
  • EQUITY RESEARCH MORNING RESEARCH SUMMARY June 11, 2020
    EQUITY RESEARCH MORNING RESEARCH SUMMARY June 11, 2020 What's Inside Focus Items Initiation ShockWave Medical, Inc. (SWAV) Suraj Kalia, CFA DKNG O DraftKings, Inc. Market Flows Overshadowing Fundamentals; Moving to Perform from Underperform Rating Change GRUB NR ® GrubHub, Inc. HEALTHCARE Michael Wiederhorn SWAV P ­ ShockWave Medical, Inc. Election Series: Biden's Healthcare Plan + Payor Impact Estimates & PT Revisions Jack in the Box, Inc. (JACK) Brian Bittner, CFA ADBE O ­ Adobe Systems Incorporated JACK Is Back; Raise Target To $89 AXGT P ­ Axovant Sciences Ltd. Yum! Brands Inc. (YUM) Brian Bittner, CFA ¯ FIVE O Five Below Encouraging Business Update; Reiterate Outperform JACK O ­ Jack in the Box, Inc. ORCL P ¯ Oracle Corporation Adobe Systems Incorporated (ADBE) Brian Schwartz PRPL O ­ Purple Innovation, Inc. F2Q Preview: Transitory Quarter and Model Update ROKU O ­ Roku, Inc. Oracle Corporation (ORCL) Brian Schwartz SBUX O ¯ Starbucks Corporation Oracle's F4Q Preview and Model Change VRNS O ­ Varonis Systems, Inc. YUM O ­ Yum! Brands Inc. CrowdStrike Holdings, Inc. (CRWD) Shaul Eyal Investors' Meeting Takeaways Updates TECHNOLOGY Shaul Eyal ADI O Analog Devices Virtual Bus Tour Highlights: CyberArk and Varonis CRWD O CrowdStrike Holdings, Inc. CYBR O CyberArk Software Ltd. Analog Devices (ADI) Rick Schafer INTC P Intel Corp. Notes from the Road MPWR O Monolithic Power Systems NVIDIA Corp. (NVDA) Rick Schafer MRVL O Marvell Technology Group Bus Tour Notes Takeaways MXIM P Maxim Integrated Products NVDA O NVIDIA Corp. Marvell Technology
    [Show full text]
  • CL King Market Maker List
    CL King Market Maker List AAXN Axon Enterprise, Inc. CRMT America's Car-Mart, Inc. HAIN The Hain Celestial Group, Inc. MRVL Marvell Technology Group Ltd. SBAC SBA Communications Corporation ADBE Adobe Inc. CRNT Ceragon Networks Ltd. HCSG Healthcare Services Group, Inc. MSFT Microsoft Corporation SBUX Starbucks Corporation ADSK Autodesk, Inc. CROX Crocs, Inc. HELE Helen of Troy Limited MU Micron Technology, Inc. SCVL Shoe Carnival, Inc. ADTN ADTRAN, Inc. CSCO Cisco Systems, Inc. HIBB Hibbett Sports, Inc. NDLS Noodles & Company SGMS Scientific Games Corp AGNC AGNC Investment Corp. CSOD Cornerstone OnDemand, Inc. HLIT Harmonic Inc. NEOG Neogen Corporation SHOO Steven Madden, Ltd. AIMC Altra Industrial Motion Corp. CTAS Cintas Corporation HSIC Henry Schein, Inc. NLOK NortonLifeLock Inc. SMPL The Simply Good Foods Company ALGT Allegiant Travel Company CTSH Cognizant Technology Solutions Corporation HSII Heidrick & Struggles International, Inc. NTUS Natus Medical Incorporated SMSI Smith Micro Software, Inc. AMZN Amazon.com, Inc. CVLT Commvault Systems, Inc. HSKA Heska Corporation ON ON Semiconductor Corporation SNBR Sleep Number Corporation ANDE The Andersons, Inc. DAKT Daktronics, Inc. HSON Hudson Global, Inc. OSUR OraSure Technologies, Inc. SQBG Sequential Brands Group, Inc. ANGO AngioDynamics, Inc. DECK Deckers Outdoor Corporation IART Integra LifeSciences Holdings Corporation PACB Pacific Biosciences of California, Inc. SWBI Smith & Wesson Brands, Inc. ANSS ANSYS, Inc. DENN Denny's Corporation ICON Iconix Brand Group, Inc. PATK Patrick Industries, Inc. SRDX Surmodics, Inc. AOSL Alpha and Omega Semiconductor Limited DIOD Diodes Incorporated IDXX IDEXX Laboratories, Inc. Holdings PDCO Patterson Companies, Inc. STAF Staffing 360 Solutions, Inc. ATRO Astronics Corporation DISCA Discovery, Inc. ILMN Illumina, Inc.
    [Show full text]
  • NT Heritage - TF
    NT Heritage - TF Schedule of Investments as of 2021-06-30 (Unaudited) Holding Shares/Principal Amount Market Value ($) HubSpot Inc 54,705 31,877,698 Cadence Design Systems Inc 224,749 30,750,158 DocuSign Inc 106,357 29,734,226 Palo Alto Networks Inc 74,173 27,521,892 Arista Networks Inc 70,989 25,720,025 Manhattan Associates Inc 167,144 24,209,137 IDEXX Laboratories Inc 37,447 23,649,653 Avery Dennison Corp 112,006 23,548,141 Roku Inc 49,549 22,755,378 Burlington Stores Inc 68,449 22,039,894 Keysight Technologies Inc 141,242 21,809,177 F5 Networks Inc 116,030 21,658,160 Veeva Systems Inc 69,201 21,518,051 Parker-Hannifin Corp 69,888 21,463,304 Skyworks Solutions Inc 108,656 20,834,788 Mettler-Toledo International Inc 14,982 20,755,164 LPL Financial Holdings Inc 152,216 20,546,116 Aptiv PLC 129,931 20,442,044 Cognex Corp 239,362 20,118,376 Atlassian Corp PLC 78,206 20,087,993 Enphase Energy Inc 105,451 19,363,967 Match Group Inc 118,784 19,153,920 Lululemon Athletica Inc 52,100 19,014,937 MSCI Inc 35,475 18,911,013 Trane Technologies PLC 100,198 18,450,460 Twilio Inc 46,698 18,406,484 Pinterest Inc 224,168 17,698,064 Okta Inc 71,808 17,569,981 AMETEK Inc 131,072 17,498,112 Marvell Technology Inc 296,617 17,301,670 Encompass Health Corp 212,326 16,567,798 Dexcom Inc 37,465 15,997,555 EPAM Systems Inc 29,002 14,818,862 Chipotle Mexican Grill Inc 9,180 14,232,121 Etsy Inc 65,946 13,574,325 Bio-Techne Corp 30,020 13,516,805 WW Grainger Inc 30,812 13,495,656 Horizon Therapeutics Plc 140,017 13,111,192 RingCentral Inc 44,779 13,011,882 Las Vegas
    [Show full text]
  • View Document
    RESEARCH BULLETIN MAY 11, 2015 TI Strengthens Analog Marketshare; Skyworks Gains from Apple’s Favor Top 10 suppliers accounted for 57% of analog sales in 2014; 9 of 10 top suppliers with analog sales greater than $1.0 billion. Texas Instruments was again the leading supplier of analog devices in 2014 with $8.1 billion in sales, and increased its MORE INFORMATION analog marketshare to 18%, according to rankings of top CONTACT suppliers of major IC product categories found in IC Insights’ Brian Matas April Update to The McClean Report 2015. The top 10 analog Vice President, Market Research IC suppliers accounted for 57% of total analog sales in 2014, Phone: +1-480-348-1133 up slightly from 56% in 2013. Among the top suppliers, six Email: [email protected] companies on the list had sales in excess of $2.0 billion and three others exceeded $1.0 billion in analog sales last year. (Renesas again fell short of the $1.0 billion mark.) Among the top suppliers, Skyworks Solutions (42%), NXP (21%), and Texas Instruments (13%) showed the strongest growth and outperformed the total analog market (9%) by the widest margins. O3'QD(2%E('F+2%:*%@;--FD357%RS4T !"#$% 0% 0% *+,-'(. !"#/ !"#$ &'() *1'(23 4'5)3671'53 # 839'7%:(765;,3(67 <=#>$ ?=#"$ #/0 #?0 ! @8 !=<<A !=?/B !0 B0 / :(CD(3+( !=AA" !=<<" >0 B0 $ E('F+2%G3HDI37 !=$"> !=B#A >0 B0 A @).J+5)7%@+F;6D+(7 #=?"< !=A<" $!0 B0 B 4'9D, !="AA !="/A K#0 $0 < LMN #=$/" #=</" !#0 $0 ? OD(3'5%83I1(+F+2.
    [Show full text]
  • Skyworks Solutions, Inc. Withdrawal of No-Action Request Dated January 5, 2021, Relating to Shareholder Proposal Submitted by the Green Century Equity Fund
    WILMERHALE Lillian Brown +1 202 663 6743 (t) +1 202 663 6363 (f ) [email protected] February 9, 2021 Via E-mail to [email protected] U.S. Securities and Exchange Commission Division of Corporation Finance Office of Chief Counsel 100 F Street, N.E. Washington, D.C. 20549 Re: Skyworks Solutions, Inc. Withdrawal of No-Action Request Dated January 5, 2021, Relating to Shareholder Proposal Submitted by the Green Century Equity Fund Ladies and Gentlemen: We are writing on behalf of our client, Skyworks Solutions, Inc. (the “Company”), with regard to our letter dated January 5, 2021 (the “No-Action Request”) concerning the shareholder proposal and statement in support thereof relating to climate change (collectively, the “Proposal”) from the Green Century Equity Fund (the “Proponent”) for inclusion in the proxy statement to be distributed to the Company’s shareholders in connection with its 2021 Annual Meeting of Shareholders (the “Proxy Materials”). In the No-Action Request, the Company sought concurrence from the staff of the Division of Corporation Finance of the Securities and Exchange Commission (the “Staff”) that the Company could exclude the Proposal from its Proxy Materials pursuant to Rule 14a-8(e), on the basis that the Company did not receive the Proposal from the Proponent before the deadline for submitting shareholder proposals to the Company for inclusion in the Proxy Materials. On February 1, 2021, the Proponent withdrew the Proposal by letter (attached as Exhibit A to this letter). In reliance on the Proponent’s letter, the Company is withdrawing the No-Action Request. Wilmer Cutler Pickering Hale and Dorr LLP, 1875 Pennsylvania Avenue NW, Washington, DC 20006 Beijing Berlin Boston Brussels Denver Frankfurt London Los Angeles New York Palo Alto San Francisco Washington WILMERHALE February 9, 2021 Page 2 If the Staff has any questions with respect to the foregoing, or requires additional information, please do not hesitate to contact me at [email protected] or (202) 663-6743, or Robert J.
    [Show full text]
  • 2021 Apple Supplier List
    Supplier List The Apple Supplier List represents 98 percent of our direct spend for materials, manufacturing, and assembly of our products worldwide for fiscal year 2020. Apple Supplier List | Fiscal Year 2020 1 Supplier Name Primary Locations Where Manufacturing for Apple Occurs Guangdong; Jiangsu; China mainland Shanghai Yamagata Japan 3M Company Gyeonggi-Do South Korea Alabama; Iowa; Minnesota; Ohio; South United States Carolina; Wisconsin AAC Acoustic Technologies Holdings Guangdong; Jiangsu China mainland Incorporated Jiangsu; Shanghai China mainland Yamagata Japan Advanced Semiconductor Engineering Gyeonggi-Do South Korea Incorporated Singapore Kaohsiung; Taoyuan Taiwan Antwerp Province Belgium Guangdong China mainland AGC Incorporated Chiba; Fukushima; Japan Hyogo Lamphun Thailand AKM Meadville Electronics (Xiamen) Company Guangdong; Shanghai China mainland Limited Chongqing; Shanghai China mainland Alpha and Omega Semiconductor Limited Oregon United States Jiangsu China mainland Fukushima; Miyagi; Alps Alpine Company Limited Japan Nilgata Negeri Sembilan Malaysia Shanghai China mainland Fukui; Hokkaido Japan Amkor Technology Incorporated Gyeonggi-Do; Incheon South Korea Laguna Philippines Hsinchu; Taoyuan Taiwan Guangdong; Jiangsu; Amphenol Corporation China mainland Shanghai; Zhejiang Apple Supplier List | Fiscal Year 2020 2 Supplier Name Primary Locations Where Manufacturing for Apple Occurs Styria Austria Penang Malaysia ams AG Laguna Philippines Singapore Analog Devices Incorporated Singapore Asia Vital Components Company
    [Show full text]
  • Initial Iphone 11 Pro Max Teardowns Offer Few Chip Surprises Craig A
    FLASH Technology: Semiconductor Industry Update Monday, September 23, 2019 Initial iPhone 11 Pro Max Teardowns Offer Few Chip Surprises Craig A. Ellis Summary and Recommendation 415-229-4835 Friday, 9/20, an iPhone 11 Pro Max teardown emerged from iFixit.com, identifying 17 different [email protected] chip parts. In assessing semi and semi cap implications, we offer three caveats: 1) more detailed Carlin Lynch Chipworks and Techinsights teardowns will sharply expand the design-in list in the next week. 703-312-1797 2) Even those may miss WLAN PA’s (a historic SWKS strength), discretes, capacitors and others, [email protected] while Broadcom's (AVGO) combo connectivity flies under the radar within Apple (AAPL) branded modules. 3) Model(s) dissected are a subset of all versions produced and supplier variation can be substantial model-to-model with the lower priced and likely higher volume iPhone 11’s noteworthy. Observations expand on initial product announcement takeaways noted in 9/11’s “AAPL iPhone New Product Release Chip/Equipment Laterals…” including a sharply higher A13 APU transistor count, a tiny bump in RF band count, retained NAND densities but significantly enhanced camera and video capability and much longer battery life. Specific observations include: 1) Skyworks (SWKS—Buy, $95 PT) three parts (78221-17 low- band PAMiD, 78223-17 PAM, and 13797-19 DRx) appears one fewer than CY18’s XS MAX, 2) a single AVGO-labeled part (8100 Mid/High band PAMiD) is likely complimented by the Apple/USI branded WiFi+Bluetooth 339S00648, 3) Qorvo (QRVO) added envelope tracking (81013). 4) In storage, Toshiba’s NAND is unsurprising while memory’s 4GB MU DRAM affirms flat densities.
    [Show full text]