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Major group 35: Industrial and commercial machinery and computer equipment
Companies whose SIC industry code starts with 357. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.
Its 4-digit industries: 3570 Computer & office equipment · 3571 Electronic computers · 3572 Computer storage devices · 3575 Computer terminals · 3576 Computer communications equipment · 3577 Computer peripheral equipment, NEC · 3578 Calculating & accounting machines (no electronic computers) · 3579 Office machines, NEC
The tiles, heatmap and tables below use the industry’s S&P 500 companies.
Average profit weight in the industry over time
The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.
Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.
Show the numbers
Profit weights between the 10 largest companies, 2020 Q4
Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.
| Arista Networks Inc | Xerox Holdings Corp | Netapp Inc | Fortinet Inc | Zebra Technologies Co… | Cisco Systems Inc | Hewlett Packard Enter… | Juniper Networks Inc | H P Inc | Dell Technologies Inc | Report | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arista Networks Inc | 0.26 | 0.44 | 0.30 | 0.33 | 0.28 | 0.35 | 0.37 | 0.32 | 0.08 | ||
| Xerox Holdings Corp | 0.27 | 0.40 | 0.34 | 0.39 | 0.33 | 0.42 | 0.46 | 0.39 | 0.08 | ||
| Netapp Inc | 0.39 | 0.33 | 0.37 | 0.41 | 0.35 | 0.55 | 0.44 | 0.45 | 0.12 | ||
| Fortinet Inc | 0.51 | 0.55 | 0.72 | 0.70 | 0.59 | 0.72 | 0.76 | 0.66 | 0.15 | ||
| Zebra Technologies Corp | 0.61 | 0.68 | 0.86 | 0.75 | 0.73 | 0.88 | 0.93 | 0.82 | 0.18 | ||
| Cisco Systems Inc | 0.78 | 0.85 | 1.10 | 0.94 | 1.07 | 1.19 | 1.25 | 1.12 | 0.26 | ||
| Hewlett Packard Enterprise Co | 0.37 | 0.42 | 0.66 | 0.44 | 0.50 | 0.46 | 0.97 | 0.84 | 0.24 | ||
| Juniper Networks Inc | 0.35 | 0.41 | 0.48 | 0.42 | 0.47 | 0.43 | 0.87 | 0.80 | 0.24 | ||
| H P Inc | 0.43 | 0.49 | 0.69 | 0.52 | 0.59 | 0.55 | 1.07 | 1.13 | 0.29 | ||
| Dell Technologies Inc | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Investors who drive it, 2020 Q4
The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Owner types follow the forms each investor files with the SEC: 13F, Forms 3/4/5, 13D or 13G, in that order of precedence (an investor that files both 13F and Forms 3/4/5, such as Carl Icahn, counts as a 13F filer). Big Three is Vanguard, BlackRock and State Street.
- Big Three
- 13F filers
- 13G filers
- 13D filers
- Forms 3/4/5 filers
| # | Investor | Type | Companies held here | Share of the average | SEC CIK | Report |
|---|---|---|---|---|---|---|
| 1 | Vanguard Group Inc | Big Three | 10 | 45% | 102909 | |
| 2 | BlackRock Inc. | Big Three | 10 | 27% | 1364742 | |
| 3 | State Street Corp | Big Three | 10 | 8% | 93751 | |
| 4 | Dodge & Cox | 13F filer | 6 | 7% | 200217 | |
| 5 | Geode Capital Management, LLC | 13F filer | 10 | 1% | 1214717 | |
| 6 | Primecap Management Co/Ca/ | 13F filer | 6 | 1% | 763212 | |
| 7 | Bank of New York Mellon Corp | 13F filer | 10 | 1% | 1629943 | |
| 8 | Capital International Inc /Ca/*Capital International Investors | 13F filer | 7 | 0.7% | 732812 | |
| 9 | Invesco LTD. | 13F filer | 10 | 0.6% | 914208 | |
| 10 | FMR LLC | 13F filer | 10 | 0.6% | 315066 | |
| 11 | Northern Trust Corp | 13F filer | 10 | 0.6% | 73124 | |
| 12 | Ameriprise Financial Inc | 13F filer | 10 | 0.6% | 820027 | |
| 13 | First Trust Advisors LP | 13F filer | 10 | 0.5% | 1125816 | |
| 14 | Norges Bank | 13F filer | 10 | 0.5% | 1374170 | |
| 15 | UBS Asset Management Americas Inc*Ubs Group AG | 13F filer | 10 | 0.4% | 1610520 | |
| 16 | Dimensional Fund Advisors LP | 13F filer | 10 | 0.4% | 354204 | |
| 17 | Legal & General Group PLC | 13F filer | 10 | 0.3% | 764068 | |
| 18 | Wells Fargo & Company/Mn | 13F filer | 10 | 0.3% | 72971 | |
| 19 | LSV Asset Management | 13F filer | 7 | 0.3% | 1050470 | |
| 20 | Arrowstreet Capital, Limited Partnership | 13F filer | 9 | 0.2% | 1164508 | |
| 21 | Charles Schwab Investment Management Inc | 13F filer | 10 | 0.2% | 884546 | |
| 22 | Alliancebernstein L.P. | 13F filer | 10 | 0.2% | 1109448 | |
| 23 | Bank of America Corp /DE/ | 13F filer | 10 | 0.2% | 70858 | |
| 24 | Deutsche Bank Ag\ | 13F filer | 10 | 0.1% | 948046 | |
| 25 | JPMorgan Chase & Co | 13F filer | 10 | 0.1% | 19617 |
The companies, 2020 Q4
| Company | Reported owners | Reported ownership | SEC CIK | Report |
|---|---|---|---|---|
| Cisco Systems Inc SIC 3576 · S&P 500 | 2517 | 71.95% | 858877 | |
| H P Inc SIC 3570 · S&P 500 | 893 | 78.12% | 47217 | |
| Hewlett Packard Enterprise Co SIC 3571 · S&P 500 | 740 | 81.56% | 1645590 | |
| Fortinet Inc SIC 3577 · S&P 500 | 691 | 80.42% | 1262039 | |
| Zebra Technologies Corp SIC 3577 · S&P 500 | 690 | 85.28% | 877212 | |
| Dell Technologies Inc SIC 3571 · S&P 500 · dual class | 641 | 100.6% | 1571996 | |
| Arista Networks Inc SIC 3576 · S&P 500 | 607 | 89.99% | 1596532 | |
| Netapp Inc SIC 3572 · S&P 500 | 584 | 92.08% | 1002047 | |
| Juniper Networks Inc SIC 3576 · S&P 500 | 434 | 93.80% | 1043604 | |
| Xerox Holdings Corp SIC 3577 · S&P 500 | 407 | 88.40% | 1770450 |
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