The Schwab U.S. Small-Cap ETF (NYSEMKT:SCHA) offers broader diversification across more than 1,700 holdings, while the State Street SPDR Portfolio S&P 600 Small Cap ETF (NYSEMKT:SPSM) provides a leaner portfolio with slightly lower costs. Both funds target the small-cap segment of the U.S. equity market but follow different index strategies. While the State Street fund focuses on the S&P SmallCap ...
The Schwab U.S. Small-Cap ETF (NYSEMKT:SCHA) offers broader diversification across more than 1,700 holdings, while the State Street SPDR Portfolio S&P 600 Small Cap ETF (NYSEMKT:SPSM) provides a leaner portfolio with slightly lower costs. Both funds target the small-cap segment of the U.S. equity market but follow different index strategies. While the State Street fund focuses on the S&P SmallCap 600 , the Schwab fund tracks the Dow Jones U.S. Small-Cap Total Stock Market Index , leading to differences in concentration and volatility. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
At Holdings Channel, we have reviewed the latest batch of the 49 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Applied Materials, Inc. (Symbol: AMAT) was held by 22 of these funds. When hedge fund managers appear to be thinking alike, we find it i
At Holdings Channel, we have reviewed the latest batch of the 49 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Applied Materials, Inc. (Symbol: AMAT) was held by 22 of these funds. When hedge fund managers appear to be thinking alike, we find it i
The Summers Value Fund LP returned -2.7% net in Q1 2026, underperforming the Russell 2000 Index ETF, which returned 0.9%, and the Russell 2000 Value Index ETF, which returned 4.9%. According to its quarterly fund letter, the largest contributors to the fund's performance in the first quarter included Liquidia ( LQDA ), Avanos Medical ( AVNS ), and Consensus Cloud Solutions ( CCSI ). The largest de...
The Summers Value Fund LP returned -2.7% net in Q1 2026, underperforming the Russell 2000 Index ETF, which returned 0.9%, and the Russell 2000 Value Index ETF, which returned 4.9%. According to its quarterly fund letter, the largest contributors to the fund's performance in the first quarter included Liquidia ( LQDA ), Avanos Medical ( AVNS ), and Consensus Cloud Solutions ( CCSI ). The largest detractors were Electromed ( ELMD ) and Embecta ( EMBC ). During the quarter, the Fund initiated a new position in Theravance ( TBPH ) and exited ADMA Biologics ( ADMA ), as it fell short of the Fund’s expectations, and the Fund identified more attractive opportunities for its capital. The Fund also strengthened its position in Embecta ( EMBC ) following a sell-off after the company narrowed its fiscal 2026 guidance to the low end of the range. Source: Q1 fund letter More on Theravance Biopharma Theravance Biopharma: A Special Situation With A 50-100% Likely Upside Theravance drops rare disease drug after late-stage trial setback Seeking Alpha’s Quant Rating on Theravance Biopharma Historical earnings data for Theravance Biopharma Financial information for Theravance Biopharma
In early trading on Wednesday, shares of NXP Semiconductors topped the list of the day's best performing components of the Nasdaq 100 index, trading up 22.6%. Year to date, NXP Semiconductors registers a 30.1% gain. And the worst performing Nasdaq 100 component thus far on the
In early trading on Wednesday, shares of NXP Semiconductors topped the list of the day's best performing components of the Nasdaq 100 index, trading up 22.6%. Year to date, NXP Semiconductors registers a 30.1% gain. And the worst performing Nasdaq 100 component thus far on the
PSG 5-4 Bayern, arguably the wildest match in Champions League history, has sparked a debate about football’s finest dramas – here are six to savour It’s hard not to start with the most recent World Cup final , which for entertainment is surely the finest in the tournament’s 96-year history. Two protagonists, each the heartbeat of their sides, stole the show: Lionel Messi and Kylian Mbappé, the fo...
PSG 5-4 Bayern, arguably the wildest match in Champions League history, has sparked a debate about football’s finest dramas – here are six to savour It’s hard not to start with the most recent World Cup final , which for entertainment is surely the finest in the tournament’s 96-year history. Two protagonists, each the heartbeat of their sides, stole the show: Lionel Messi and Kylian Mbappé, the former scoring twice and dictating play after he singlehandedly dragged Argentina to the final. Mbappé netted a hat-trick (including two inside 95 seconds) to haul France back into the game. A word, too, for the magnificent Ángel Di María and Emi Martínez, who made a save for the ages in extra time to deny Randal Kolo Muani and a stop in the penalty shootout against Kingsley Coman. But this will forever be known as Messi’s World Cup , and the moment where he finally stepped out of Diego Maradona’s shadow in the hearts of all Argentinians . Continue reading...
In early trading on Wednesday, shares of NXP Semiconductors topped the list of the day's best performing components of the S&P 500 index, trading up 22.6%. Year to date, NXP Semiconductors registers a 30.1% gain. And the worst performing S&P 500 component thus far on t
In early trading on Wednesday, shares of NXP Semiconductors topped the list of the day's best performing components of the S&P 500 index, trading up 22.6%. Year to date, NXP Semiconductors registers a 30.1% gain. And the worst performing S&P 500 component thus far on t
Typically, Chair Powell's 2:30 p.m. news conference is the key market driver not only for Wednesday's trading session, but for the rest of the week. Today will likely be different. The Fed is largely expected to hold interest rates steady Wednesday.
Typically, Chair Powell's 2:30 p.m. news conference is the key market driver not only for Wednesday's trading session, but for the rest of the week. Today will likely be different. The Fed is largely expected to hold interest rates steady Wednesday.
A group of Alphabet shareholders are pressing the company to explain how it governs and controls the use of its technology and cloud services by governments for surveillance after the tech giant rejected calls for greater disclosure. In a letter to Alphabet, seen by Reuters, the group asked for a meeting with management after the Google owner opposed a shareholder resolution seeking a report on ...
A group of Alphabet shareholders are pressing the company to explain how it governs and controls the use of its technology and cloud services by governments for surveillance after the tech giant rejected calls for greater disclosure. In a letter to Alphabet, seen by Reuters, the group asked for a meeting with management after the Google owner opposed a shareholder resolution seeking a report on how it oversees the related risks. "Cloud-based services are a growing segment, and it's getting more and more militarized," said Marcela Pinilla, director of sustainable investing at Zevin Asset Management, which wrote the letter signed by 42 organizations and 14 individuals managing a combined $1.15 trillion in assets.
Booking CEO Glenn Fogel joined Bloomberg Open Interest to explain why global travel is taking a hit, and why he’s not worried long term. From war-driven disruptions shutting down key flight routes to shifting consumer sentiment, he explains what’s really behind the slowdown. He says travel demand is unstoppable, but geopolitics still controls the timing. (Source: Bloomberg)
Booking CEO Glenn Fogel joined Bloomberg Open Interest to explain why global travel is taking a hit, and why he’s not worried long term. From war-driven disruptions shutting down key flight routes to shifting consumer sentiment, he explains what’s really behind the slowdown. He says travel demand is unstoppable, but geopolitics still controls the timing. (Source: Bloomberg)