2013 Portfolio

Note: The table below shows the index at the beginning of the 2013 period (Dec 25, 2012 through Dec 24, 2013). The number of shares and share prices listed do not reflect any stock splits during the period.

Name Symbol Exchange Weight   Shares Price on 12/24/12 in local currency
             
AEC SOFTWARE     25%      
Autodesk ADSK NASDAQ 13   5657 $ 35.68
Dassault Systemes FR:DSY Paris 1   136 86.50  €
Hexagon AB SE:HEXA-B Stockholm 6   3700 165 kr
Nemetschek NEM Xetra 5 1747 33.70  €
Oracle Corporation ORCL NASDAQ 5   2309 $ 33.61
Sage Group PLC SGE London 1   3257 295.6 p
Trimble Navigation TRMB NASDAQ 6   1578 $ 59.02
Deltek [Thomas Bravo] (CASH RESERVE)     2   31053 $ 1.00
Bentley (CASH RESERVE)     9   139738 $ 1.00
             
MECH SOFTWARE     40%      
             
CAD     40% of MECH SOFTWARE
Autodesk ADSK NASDAQ 10   3427 $ 35.68
Dassault Systemes FR:DSY Paris 10   1072 86.50 €
Kubotek DE:603187 Frankfurt 1   20 442.52 €
Parametric Tech PMTC NASDAQ 8   4241 $ 23.07
Siemens SI NYSE 10   1128 $ 108.34
             
CAE     20% of MECH SOFTWARE
Ansys ANSS NASDAQ 15   786 $ 68.94
Autodesk ADSK NASDAQ 7   708 $ 35.68
Dassault Systemes FR:DSY Paris 10   316 86.50 €
ESI Group FR:ESI Paris 5   1568 8.73 €
Mentor Graphics MENT NASDAQ 2   427 $ 16.91
MTS Systems Corporation MTSC NASDAQ 1   71 $ 50.31
Siemens SI NYSE 10   333 $ 108.34
Altair (CASH RESERVE)     8   28907 $ 1.00
MSC (CASH RESERVE)     8   28907 $ 1.00
             
CAM/RAVDA     13% of MECH SOFTWARE
Cimatron Ltd. CIMT NASDAQ 3   3108 $ 4.40
Dassault Systemes FR:DSY Paris 10   399 86.50 €
Delcam GB:53059 London 6   1818 933.0 p
ESI Group FR:ESI Paris 2   791 8.73 €
Parametric Technology PMTC NASDAQ 3   592 $ 23.07
Siemens SI NYSE 10   420 $ 108.34
             
cPDM     20% of MECH SOFTWARE
Dassault Systemes FR:DSY Paris 8   464 86.50 €
EMC EMC NYSE 1   258 $ 25.62
Oracle Corporation ORCL NASDAQ 6   1182 $ 33.61
PTC PMTC NASDAQ 9   2584 $ 23.07
SAP SAP NYSE 2   65 $ 80.10
Siemens SI NYSE 10   611 $ 108.34
             
RP     7% of MECH SOFTWARE
3D Systems Corporation DDD NYSE 10   804 $ 51.90
Stratasys, Inc. SSYS NASDAQ 10   516 $ 80.75
             
CHANNEL and SERVICES     5%      
Avatech/RAND RWWI OTC BB 10   40758 $ 0.69
GSSL GEOMETRIC:NS NSE 3   4636 Rs. 100.00
HP HPQ NYSE 3   602 $ 14.01
IBM IBM NYSE 10   146 $ 192.40
Infosys INFY NASDAQ 4   268 $ 41.94
Mensch und Maschine DE:658080 Xetra 8   3554 4.80 €
Oracle Corporation ORCL NASDAQ 5   418 $ 33.61
Tata Consultancy TCS.NS NSE 4   488 Rs. 1266.20
TechData TECD NASDAQ 2   124 $ 45.21
Wipro WIT NYSE 4   1291 $ 8.71
             
GIS SOFTWARE     9%      
Autodesk ADSK NASDAQ 10   1446 $ 35.68
General Electric GE NYSE 1   247 $ 20.82
Google GOOG NASDAQ 8   58 $ 709.50
Hexagon AB SE:HEXA-B Stockholm 10   2049 165.00 kr
Nokia NOK NYSE 3   3869 $ 4.00
Trimble Navigation TRMB NASDAQ 8   699 $59.02
ESRI (CASH RESERVE)     10   51595 $ 1.00
Paradign Ltd (CASH RESERVE)     2   10319 $ 1.00
             
PLANT SOFTWARE     9%      
Aspen Technology Inc. AZPN NASDAQ 10   1583 $ 27.32
Autodesk ADSK NASDAQ 8   970 $ 35.68
Aveva AVV London 10   1268 2116.0 p
Dassault Systemes FR:DSY Paris 6   227 86.50 €
Hexagon AB SE:HEXA-B Stockholm 10   1718 165.00 kr
Invensys plc ISYS NASDAQ 1   822 326.2 p
Parametric Technology PMTC NASDAQ 2   375 $ 23.07
Siemens SI NYSE 7   279 $ 108.34
Bentley (CASH RESERVE)     8   34618 $ 1.00
             
ECAD     8%      
Ansys ANSS NASDAQ 6   415 $ 68.94
ARM ARM NASDAQ 3   381 $ 37.51
Cadence Design CDNS NASDAQ 10   3514 $ 13.57
MEMSCAP FR:MEMS Paris 1   1614 2.24 €
Mentor Graphics MENT NASDAQ 9   2538 $ 16.91
MIPS Tech MIPS NASDAQ 3   1841 $ 7.77
PDF Solutions PDFS NASDAQ 3   1036 $ 13.80
Synopsys SNPS NASDAQ 14   2099 $ 31.81
Xilinx XLNX NASDAQ 1   132 $ 35.96
             
HARDWARE     2%      
Advanced Micro Devices AMD NYSE 10   2428 $ 2.48
Apple AAPL NASDAQ 12   13 $ 520.17
Canon Inc. CAJ NYSE 2   30 $ 39.65
Cisco CSCO NASDAQ 4   121 $ 19.83
Dell DELL NASDAQ 12   705 $ 10.24
FARO Technologies, Inc. FARO NASDAQ 5   86 $ 34.74
Fujitsu Limited FJTSY Other OTC Issues 1   29 $ 20.69
Hewlett-Packard HPQ NYSE 14   601 $ 14.01
Hitachi HIT NYSE 1   10 $ 58.15
Immersion Corp IMMR NASDAQ 1   91 $ 6.57
Intel INTC NASDAQ 12   350 $ 20.64
Lenovo Group LNVGY Other OTC Issues 8   257 $ 18.70
Logitec International, SA LOGI NASDAQ 2   155 $ 7.75
Nvidia NVDA NASDAQ 12   589 $ 12.25
Ricoh RICOY OTC BB 1   11 $ 54.62
Silicon Graphics SGI NASDAQ 1   57 $ 10.43
Xerox XRX NYSE 1   86 $ 6.98
             
OTHER SOFTWARE     2%      
Adobe ADBE NASDAQ 3   128 $ 37.53
Computer Associates CA NASDAQ 2   144 $ 22.34
Microsoft MSFT NASDAQ 10   595 $ 27.06
Orbotech Ltd Ord ORBK NASDAQ 1   191 $ 8.42
QAD QADB NASDAQ 1   122 $ 13.19
Red Hat RHT NYSE 2   59 $ 53.98
Salesforce.com CRM NYSE 3   28 $ 169.35
Software AG SOW Xetra 6   227 32.22 €
Solera SLH NYSE 1   29 $ 53.68
Symantec SYMC NASDAQ 4   349 $ 18.42
TIBCO TIBX NASDAQ 1   74 $ 21.68
Yahoo YHOO NASDAQ 3   246 $ 19.65
             

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.

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