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Special industry machinery, NEC (SIC 3559)

Major group 35: Industrial and commercial machinery and computer equipment

Part of 355 Special industry machinery, except metalworking

Companies with SIC industry code 3559. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.

As of2020 Q4
Data cover 2000 Q4 – 2020 Q4, quarterly.
Only 2 companies in the S&P 500 this quarter: the averages below rest on few pairs.

The tiles, heatmap and tables below use the industry’s S&P 500 companies.

Companies in 2020 Q4 2
Average profit weight between them 0.85

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 2 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.

    Applied Materials IncLam Resh CorpReport
    Applied Materials Inc 0.88
    Lam Resh Corp 0.81

    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. Investor types are inferred from the forms each investor files with the SEC and are under review. Anyone filing Forms 3/4/5 counts as an insider unless they also file 13F, in which case they count as an asset manager (such as Carl Icahn).

    • Big Three
    • Asset manager
    • Non-financial blockholder
    • Activist
    • Insider
    #InvestorTypeCompanies held hereShare of the averageSEC CIKReport
    1 BlackRock Inc. Big Three 233% 1364742
    2 Vanguard Group Inc Big Three 232% 102909
    3 State Street Corp Big Three 210% 93751
    4 FMR Llc*Fil LTD Asset manager 26% 315066
    5 Price T Rowe Associates Inc /MD/ Asset manager 24% 80255
    6 Ameriprise Financial Inc Asset manager 23% 820027
    7 JPMorgan Chase & Co Asset manager 22% 19617
    8 Geode Capital Management, LLC Asset manager 21% 1214717
    9 Bank of New York Mellon Corp Asset manager 20.9% 1629943
    10 Northern Trust Corp Asset manager 20.8% 73124
    11 Norges Bank Asset manager 20.7% 1374170
    12 Massachusetts Financial Services Co /MA/ Asset manager 20.6% 912938
    13 Capital International Inc /Ca/*Capital International Sarl*Capital International LTD /Ca/*Capital Research Global Investors*Capital World Investors*Capital International Investors*Capital Bank & Trust Co Asset manager 20.6% 732812
    14 Invesco LTD. Asset manager 20.6% 914208
    15 Nuveen Asset Management, LLC Asset manager 20.5% 1521019
    16 Bank of America Corp /DE/ Asset manager 20.4% 70858
    17 UBS Asset Management Americas Inc*Ubs Group AG Asset manager 20.3% 1610520
    18 Janus Henderson Group PLC Asset manager 20.3% 1274173
    19 United Capital Financial Advisers, LLC Asset manager 20.3% 886982
    20 Legal & General Group PLC Asset manager 20.3% 764068
    21 Boston Partners Asset manager 20.2% 1386060
    22 Pictet Asset Management LTD Asset manager 20.2% 1291274
    23 Royce & Associates LP Asset manager 20.2% 38777
    24 Parnassus Investments /Ca Asset manager 20.2% 948669
    25 Allianz Asset Management GMBH Asset manager 20.2% 1535323

    The companies, 2020 Q4

    CompanyReported ownersReported ownershipSEC CIKReport
    Applied Materials Inc SIC 3559 · S&P 500 130881.05%6951
    Lam Resh Corp SIC 3559 · S&P 500 · outlier 110185.02%707549

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