|
2008 Portfolio
Key:
► = New to the index
+ = New to this sector
c = Change due to an acquisition
m = Moved from another sector
$ = Funds held in reserve, allocated to purchase this companies stock if it goes public
Note: The table below shows the index at the beginning of the 2008 period (Dec 27, 2007 through Dec 24, 2008). The number of shares and share prices listed do not reflect any stock splits during the period.
|
Name |
Symbol |
Exchange |
Weight |
Shares |
Price on
12/26/07
in local
currency |
Market Cap
(millions) |
P/E
Ratio |
|
|
AEC SOFTWARE |
|
|
25% |
|
|
|
|
|
|
Adobe |
ADBE |
NASDAQ |
1 |
429 |
$42.81 |
$24,518 |
35.4 |
|
|
Autodesk |
ADSK |
NASDAQ |
10 |
3,686 |
$50.02 |
$11,490 |
34.3 |
|
► |
DELTEK |
PROJ |
NASDAQ |
2 |
2,324 |
$15.86 |
$655 |
28.9 |
|
|
Google |
GOOG |
NASDAQ |
2 |
51 |
$699.25 |
$216,323 |
55.0 |
|
|
Nemetschek |
DE:NEM |
Frankfurt |
4 |
2,360 |
€ 21.55 |
|
|
|
|
Sage Group PLC |
SGE |
LSE |
1 |
4,046 |
229.8p |
|
|
|
► |
Tekla |
DE:TKBA |
Frankfurt |
3 |
3,179 |
€ 12.00 |
|
|
|
|
Trimble Navigation |
TRMB |
NASDAQ |
1 |
596 |
$30.88 |
$3,668 |
32.6 |
|
$ |
Bentley (CASH RESERVE) |
|
|
8 |
$147,545 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
MECH SOFTWARE |
|
|
40% |
|
|
|
|
|
|
|
|
|
|
|
|
CAD |
|
|
40% of MECH SOFTWARE |
|
|
Autodesk |
ADSK |
NASDAQ |
10 |
2,096 |
$50.02 |
$11,490 |
34.3 |
|
|
Dassault Systemes |
DASTY |
NASDAQ |
9 |
1,582 |
$59.65 |
$6,894 |
26.8 |
|
|
Kubotek |
DE:603187 |
Frankfurt |
2 |
43 |
€ 325.00 |
€ 45 |
|
|
|
Parametric Tech |
PMTC |
NASDAQ |
7 |
4,050 |
$18.13 |
$2,069 |
14.8 |
|
► |
Siemens |
SI |
NYSE |
8 |
528 |
$158.48 |
$143,859 |
26.8 |
|
|
|
|
|
|
|
|
CAE |
|
|
20% of MECH SOFTWARE |
|
|
Ansoft |
ANST |
NASDAQ |
3 |
432 |
$26.13 |
$605 |
29.5 |
|
|
Ansys |
ANSS |
NASDAQ |
12 |
1,094 |
$41.36 |
$3,246 |
52.0 |
|
|
Dassault Systemes |
DASTY |
NASDAQ |
8 |
505 |
$59.65 |
$6,894 |
26.8 |
|
|
ESI Group |
FR:ESI |
Paris |
3 |
867 |
€ 9.00 |
€ 53 |
22.6 |
|
|
Flomerics |
FLO |
LSE |
1 |
3,607 |
52.8p |
|
|
|
|
MoldFlow |
MFLO |
NASDAQ |
2 |
469 |
$16.07 |
$194 |
22.5 |
|
|
MSC.Software |
MSCS |
NASDAQ |
8 |
2,316 |
$13.04 |
$579.45 |
94.9 |
|
|
MTS Systems Corporation |
MTSC |
NASDAQ |
1 |
100 |
$44.20 |
$755 |
18.9 |
|
c |
Siemens |
SI |
NYSE |
6 |
142 |
$158.48 |
$143,859 |
26.8 |
|
|
|
|
|
|
|
|
CAM/RAVDA |
|
|
15% of MECH SOFTWARE |
|
|
Adobe |
ADBE |
NASDAQ |
1 |
99 |
$42.81 |
$24,518 |
35.4 |
|
|
Cimatron Ltd. |
CIMT |
NASDAQ |
2 |
3,120 |
$2.75 |
$22 |
13.7 |
|
|
Dassault Systemes |
DASTY |
NASDAQ |
10 |
718 |
$59.65 |
$6,894 |
26.8 |
|
|
Delcam |
GB:53059 |
LSE |
5 |
4,705 |
230.0p |
|
|
|
|
ESI Group |
FR:ESI |
Paris |
2 |
656 |
€ 9.00 |
€ 53 |
22.6 |
|
|
Parametric Technology |
PMTC |
NASDAQ |
3 |
709 |
$18.13 |
$2,069 |
14.8 |
|
c |
Siemens |
SI |
NYSE |
10 |
269 |
$158.48 |
$143,859 |
26.8 |
|
|
|
|
|
|
|
|
cPDM |
|
|
20% of MECH SOFTWARE |
|
|
Dassault Systemes |
DASTY |
NASDAQ |
7 |
614 |
$59.65 |
$6,894 |
26.8 |
|
|
EMC |
EMC |
NYSE |
1 |
285 |
$18.31 |
$38,880 |
25.9 |
|
c |
Oracle Corporation |
ORCL |
NASDAQ |
8 |
1,822 |
$23.01 |
$115,984 |
25.1 |
|
|
PTC |
PMTC |
NASDAQ |
9 |
2,603 |
$18.13 |
$2,069 |
14.8 |
|
|
SAP |
SAP |
NYSE |
1 |
100 |
$51.67 |
$61,456 |
21.7 |
|
c |
Siemens |
SI |
NYSE |
10 |
330 |
$158.48 |
$143,859 |
26.8 |
|
|
|
|
|
|
|
|
RP |
|
|
5% of MECH SOFTWARE |
|
|
3D Systems Corporation |
TDSC |
NASDAQ |
10 |
1,520 |
$15.52 |
$342 |
--- |
|
|
Stratasys, Inc. |
SSYS |
NASDAQ |
10 |
862 |
$27.34 |
$543 |
42.8 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
CHANNEL and SERVICES |
|
|
3% |
|
|
|
|
|
|
Avatech |
AVSO |
OTC BB |
8 |
21,411 |
$0.90 |
$15 |
0.0 |
|
|
EDS |
EDS |
NYSE |
4 |
460 |
$20.89 |
$10,616 |
14.9 |
|
► |
GSSL |
GEOMETRIC:NS |
NSE |
3 |
3,241 |
Rs. 87.70 |
|
|
|
|
IBM |
IBM |
NYSE |
10 |
219 |
$109.41 |
$148,957 |
16.6 |
|
► |
Infosys |
INFY |
NASDAQ |
3 |
153 |
$46.64 |
$25,910 |
25.7 |
|
|
Mensch und Maschine |
DE:658080 |
Xetra |
8 |
2,240 |
€ 5.93 |
€ 76 |
|
|
|
Oracle Corporation |
ORCL |
NASDAQ |
6 |
627 |
$23.01 |
$115,984 |
25.1 |
|
► |
Tata Consultancy |
TCS.NS |
NSE |
3 |
257 |
Rs. 1,099.20 |
|
|
|
|
TechData |
TECD |
NASDAQ |
1 |
62 |
$37.82 |
$2,092 |
22.3 |
|
► |
Wipro |
Wit |
NYSE |
3 |
458 |
$15.74 |
$21,537 |
27.8 |
|
|
|
|
|
|
|
|
|
|
|
|
GIS SOFTWARE |
|
|
10% |
|
|
|
|
|
|
Autodesk |
ADSK |
NASDAQ |
10 |
739 |
$50.02 |
$11,490 |
34.3 |
|
|
Eastman Kodak |
EK |
NYSE |
1 |
169 |
$21.76 |
$6,298 |
--- |
|
|
General Electric |
GE |
NYSE |
1 |
100 |
$37.13 |
$374,637 |
17.3 |
|
|
Google |
GOOG |
NASDAQ |
8 |
41 |
$699.25 |
$216,323 |
55.0 |
|
|
Hitachi |
HIT |
NYSE |
1 |
49 |
$73.40 |
$24,316 |
85.8 |
|
|
Navtech |
NVT |
NYSE |
3 |
146 |
$75.40 |
$7,445 |
48.4 |
|
|
Trimble Navigation |
TRMB |
NASDAQ |
8 |
958 |
$30.88 |
$3,668 |
32.6 |
|
$ |
ESRI (CASH RESERVE) |
|
|
10 |
$ 37,030 |
|
|
|
|
$ |
Intergraph (CASH RESERVE) |
|
|
7 |
$ 25,920 |
|
|
|
|
$ |
Paradigm (CASH RESERVE) |
|
|
2 |
$ 7,405 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
PLANT SOFTWARE |
|
|
8% |
|
|
|
|
|
|
Aspen Technology Inc. |
AZPN |
NASDAQ |
10 |
1,917 |
$16.41 |
$1,429 |
71.4 |
|
|
Autodesk |
ADSK |
NASDAQ |
7 |
439 |
$50.02 |
$11,490 |
34.3 |
|
|
Aveva |
AVV |
LSE |
8 |
1,310 |
968.6p |
|
|
|
|
Dassault Systemes |
DASTY |
NASDAQ |
5 |
262 |
$59.65 |
$6,894 |
26.8 |
|
|
E.ON |
EON |
LSE |
2 |
32 |
9,408.1p |
|
|
|
|
Invensys plc |
ISYS |
NASDAQ |
1 |
706 |
224.3p |
£218 |
|
|
|
Parametric Technology |
PMTC |
NASDAQ |
4 |
693 |
$18.13 |
$2,069 |
14.8 |
|
c |
Siemens |
SI |
NYSE |
5 |
100 |
$158.48 |
$143,859.00 |
26.8 |
|
$ |
Bentley (CASH RESERVE) |
|
|
8 |
$ 25,180 |
|
|
|
|
$ |
Intergraph (CASH RESERVE) |
|
|
10 |
$ 31,475 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
ECAD |
|
|
8% |
|
|
|
|
|
|
Ansoft |
ANST |
NASDAQ |
6 |
832 |
$26.13 |
$605 |
29.5 |
|
|
Cadence Design |
CDNS |
NASDAQ |
10 |
2137 |
$16.98 |
$4,572 |
22.7 |
|
|
Electroglas Inc. |
EGLS |
NASDAQ |
1 |
2016 |
$1.80 |
$44 |
|
|
|
Magma |
LAVA |
NASDAQ |
5 |
1479 |
$12.27 |
$505 |
|
|
|
MEMSCAP |
FR:MEMS |
Paris |
1 |
191 |
€ 13.00 |
€ 70 |
|
|
|
Mentor Graphics |
MENT |
NASDAQ |
8 |
2664 |
$10.90 |
$967 |
|
|
|
MIPS Tech |
MIPS |
NASDAQ |
3 |
2200 |
$4.95 |
$218 |
|
|
|
PDF Solutions |
PDFS |
NASDAQ |
3 |
1150 |
$9.46 |
$253 |
|
|
|
Synopsys |
SNPS |
NASDAQ |
9 |
1263 |
$25.85 |
$3,809 |
29.7 |
|
|
Synplicity |
SYNP |
NASDAQ |
2 |
1305 |
$5.56 |
$155 |
36.2 |
|
|
Virage Logic |
VIRL |
NASDAQ |
3 |
1288 |
$8.45 |
$196 |
|
|
|
Xilinx |
XLNX |
NASDAQ |
1 |
164 |
$21.91 |
$6,430 |
20.0 |
|
|
|
|
|
|
|
|
|
|
|
|
HARDWARE |
|
|
3% |
|
|
|
|
|
|
Advanced Micro Devices |
AMD |
NYSE |
8 |
848 |
$7.41 |
$4,159 |
|
|
|
Apple |
AAPL |
NASDAQ |
10 |
38 |
$198.76 |
$173,427 |
50.8 |
|
|
Canon Inc. |
CAJ |
NYSE |
2 |
33 |
$46.27 |
$58,166 |
14.1 |
|
|
Cisco |
CSCO |
NASDAQ |
2 |
56 |
$27.35 |
$164,232 |
21.8 |
|
|
Dell |
DELL |
NASDAQ |
10 |
315 |
$24.88 |
$54,927 |
18.8 |
|
|
Eastman Kodak |
EK |
NYSE |
1 |
35 |
$21.76 |
$6,298 |
|
|
|
FARO Technologies, Inc. |
FARO |
NASDAQ |
5 |
139 |
$28.00 |
$451 |
31.2 |
|
|
Fujitsu Limited |
FJTSY |
OTC |
1 |
22 |
$33.50 |
$13,656 |
|
|
|
Hewlett-Packard |
HPQ |
NYSE |
12 |
182 |
$51.42 |
$129,929 |
19.1 |
|
|
Hitachi |
HIT |
NYSE |
1 |
9 |
$73.40 |
$24,316 |
85.8 |
|
|
Immersion Corp |
IMMR |
NASDAQ |
1 |
60 |
$12.81 |
$390 |
3.2 |
|
|
Intel |
INTC |
NASDAQ |
10 |
292 |
$26.79 |
$155,881 |
25.5 |
|
|
Lenovo Group |
LNVGY |
Pink |
5 |
218 |
$17.90 |
$7,972 |
28.1 |
|
|
Logitec International, SA |
LOGI |
NASDAQ |
3 |
62 |
$36.95 |
$6,653 |
37.7 |
|
|
Nvidia |
NVDA |
NASDAQ |
10 |
226 |
$34.58 |
$18,901 |
29.9 |
|
|
Oce |
DE:OCE |
Xetra |
3 |
130 |
€ 12.41 |
€ 1,083 |
16.4 |
|
|
Ricoh |
RICOY |
OTC BB |
1 |
7 |
$90.70 |
$13,319 |
13.7 |
|
► |
Silicon Graphics |
SGIC |
NASDAQ |
1 |
40 |
$18.90 |
$203 |
|
|
|
Sun Microsystems |
Java |
NASDAQ |
3 |
128 |
$18.29 |
$15,022 |
26.7 |
|
|
Xerox |
XRX |
NYSE |
1 |
47 |
$16.22 |
$14,966 |
16.2 |
|
|
|
|
|
|
|
|
|
|
|
|
OTHER SOFTWARE |
|
|
3% |
|
|
|
|
|
|
Ariba |
ARBA |
NASDAQ |
4 |
563 |
$11.16 |
$897 |
|
|
|
Computer Associates |
CA |
NYSE |
3 |
183 |
$25.62 |
$12,864 |
46.5 |
|
► |
Corel |
CREL |
NASDAQ |
2 |
310 |
$10.10 |
$270 |
|
|
|
Gerber Scientific |
GRB |
NYSE |
1 |
141 |
$11.06 |
$253 |
19.6 |
|
► |
Lawson |
LWSN |
NASDAQ |
1 |
148 |
$10.55 |
$1,825 |
3872.2 |
|
► |
Macrovision |
MVSN |
NASDAQ |
1 |
82 |
$18.86 |
$983 |
25.8 |
|
|
Microsoft |
MSFT |
NASDAQ |
10 |
438 |
$35.84 |
$333,054 |
23.7 |
|
|
Orbotech Ltd Ord |
ORBK |
NASDAQ |
1 |
89 |
$17.41 |
$581 |
49.1 |
|
► |
QAD |
QADI |
NASDAQ |
1 |
159 |
$9.81 |
$292 |
74.4 |
|
► |
Red Hat |
RHT |
NYSE |
2 |
147 |
$21.15 |
$4,040 |
59.3 |
|
► |
Salesforce.com |
CRM |
NYSE |
2 |
48 |
$63.87 |
$7,404 |
682.3 |
|
|
Software AG |
SOW |
Xetra |
6 |
106 |
€ 60.57 |
|
|
|
► |
Solera |
SLH |
NYSE |
1 |
62 |
$24.95 |
$1,605 |
|
|
|
Symantec |
SYMC |
NASDAQ |
6 |
579 |
$16.27 |
$13,998 |
45.6 |
|
► |
TIBCO |
TIBX |
NASDAQ |
1 |
194 |
$8.04 |
$1,538 |
31.2 |
|
► |
Yahoo |
YHOO |
NASDAQ |
3 |
196 |
$23.96 |
$31,086 |
45.9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cyon Research takes no
responsibility for the accuracy or appropriateness of the Cyon Research Index. The index is put forth as a tool for analyzing the engineering software industry. We are not investment counselors. Our comments are not regulated by any government agency and we make no claims as to the predictive value of our comments. Anyone using the index as the basis of an investment strategy is a wholly unadvised risk and responsible for his/her own losses.
The Cyon Research Index Data and other Cyon Research intellectual property you access via the website may not be used as a basis for any financial instruments or products (including, without limitation, passively managed funds and index-linked derivative securities), or used to verify or correct data in any other compilation of data or index, or used to create any other data or index (custom or otherwise), without Cyon Research’s prior written permission.
|
Top Winners and Losers for 2008
Top Winners (any gain)
|
Company
|
% Change
from
Previous
Year
|
Price on
12/24/08
|
52 Week
Range
|
Flomerics
(acquired) |
131% |
£ 1.22 |
£ 0.43 — £ 1.22 |
Synplicity
(acquired) |
44% |
$8.00 |
$ 4.15 — $ 8.00 |
Moldflow
(acquired) |
37% |
$22.00 |
$ 11.90 — $ 24.45 |
Ansoft
(acquired) |
37% |
$35.71 |
$ 35.71 — $ 35.71 |
EDS
(acquired) |
19% |
$24.96 |
$ 15.71 — $ 25.40 |
NAVTEQ
(acquired) |
3% |
$77.97 |
— |
|
|
|
|
Top Losers (>50% loss)
|
Company
|
% Change
from
Previous
Year
|
Price on
12/24/08
|
52 Week
Range
|
Magma Design |
-92% |
$0.96 |
$ 0.85 — $ 13.42 |
Electroglas |
-91% |
$0.16 |
$ 0.12 — $ 2.06 |
Memscap |
-85% |
€ 2.03 |
€ 1.85 — € 14.60 |
P D F Solutions |
-83% |
$1.65 |
$ 1.35 — $ 9.40 |
Silicon Graphics |
-82% |
$3.36 |
$ 1.51 — $ 23.12 |
Cadence Design |
-81% |
$3.23 |
$ 2.42 — $ 17.08 |
Sun Microsystems |
-79% |
$3.82 |
$ 2.60 — $ 18.14 |
MIPS Technologies |
-78% |
$1.08 |
$ 1.00 — $ 5.08 |
NVIDIA |
-78% |
$7.72 |
$ 5.75 — $ 34.25 |
Orbotech |
-77% |
$4.06 |
$ 2.90 — $ 19.10 |
Corel |
-76% |
$2.44 |
$ 2.00 — $ 11.49 |
Geometric Software |
-74% |
Rs. 22.40 |
Rs. 22.15 — Rs. 92.75 |
Oce NV |
-74% |
€ 3.21 |
€ 3.00 — € 13.88 |
AMD |
-73% |
$1.99 |
$ 1.62 — $ 8.08 |
Eastman Kodak |
-72% |
$6.01 |
$ 5.83 — $ 21.68 |
Tekla Oy |
-71% |
€ 3.45 |
€ 3.25 — € 12.70 |
Lenovo |
-69% |
$5.52 |
$ 4.05 — $ 18.85 |
Deltek |
-69% |
$4.91 |
$ 3.06 — $ 15.86 |
Cimatron |
-67% |
$0.91 |
$ 0.65 — $ 4.40 |
Avatech |
-63% |
$0.33 |
$ 0.32 — $ 1.05 |
Aspen Technology |
-63% |
$6.10 |
$ 5.10 — $ 15.99 |
Autodesk |
-63% |
$18.69 |
$ 12.45 — $ 48.83 |
QAD |
-63% |
$3.67 |
$ 2.67 — $ 9.48 |
Logitech |
-61% |
$14.41 |
$ 11.10 — $ 36.95 |
Immersion |
-61% |
$5.04 |
$ 2.72 — $ 13.38 |
Virage Logic |
-60% |
$3.34 |
$ 2.51 — $ 8.50 |
Stratasys |
-59% |
$11.19 |
$ 8.77 — $ 28.20 |
Lawson Software |
-58% |
$4.41 |
$ 2.71 — $ 10.29 |
Nemetschek |
-58% |
€ 9.03 |
€ 6.35 — € 21.90 |
Apple |
-57% |
$85.04 |
$ 79.14 — $ 197.39 |
Dell |
-57% |
$10.65 |
$ 8.72 — $ 26.04 |
Google |
-57% |
$302.95 |
$ 247.30 — $ 697.37 |
General Electric |
-57% |
$16.11 |
$ 12.58 — $ 38.52 |
Mentor Graphics |
-57% |
$4.73 |
$ 3.40 — $ 16.00 |
TCS |
-56% |
Rs. 480.35 |
Rs. 445.80 — Rs. 1099.20 |
Gerber Scientific |
-56% |
$4.87 |
$ 1.79 — $ 12.64 |
Tech Data |
-56% |
$16.81 |
$ 14.14 — $ 37.88 |
Siemens |
-55% |
$70.82 |
$ 43.89 — $ 159.68 |
MSC.Software |
-54% |
$5.96 |
$ 5.67 — $ 14.03 |
3D Systems |
-53% |
$7.24 |
$ 5.42 — $ 17.94 |
XEROX |
-53% |
$7.63 |
$ 4.83 — $ 16.43 |
KUBOTEK |
-52% |
€ 156.07 |
€ 156.90 — € 619.00 |
Adobe Systems |
-51% |
$21.13 |
$ 19.49 — $ 46.44 |
salesforce.com |
-51% |
$31.55 |
$ 20.82 — $ 75.21 |
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2008 Stock Splits
No splits were recorded in the Cyon Research Stock Index for the year 2008 |
2008 Acquisitions
Ansoft (ANST) was acquired by Ansys (ANSS) on 7/31/2008 for $832M at $16.25/share plus 0.431882 shares of ANSYS/share |
EDS (EDS) was acquired by Hewlett Packard (HPQ) on 8/26/08 for $13.9 B at $25/share |
Flomerics (FLO) was acquired by Mentor Graphics (MENT) on 10/9/08 for about $60 M. Mentor had owned about 29% of the company |
Moldflow (MFLO) was acquired by Autodesk (ADSK) on 06/26/2008 for $297M at $22.00/share |
Navteq (NAV) was acquired by NOKIA (NOK) on 7/10/2008 for $8.1B in cash at $78.00/share |
Synplicity (SYNP) was acquired by Synopsis (SNYP) on 5/16/2008 for $223M at $8.00/share |
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