2012 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 2012 period (Dec 25, 2011 through Dec 24, 2012). The number of shares and share prices listed do not reflect any stock splits during the period.

Name Symbol Exchange Weight   Shares Price on 12/25/11 in local currency
             
AEC SOFTWARE     25%      
Autodesk ADSK NASDAQ 13   4787 $ 30.81
Dassault Systemes FR:DSY Paris 1   162 52.96  €
DELTEK PROJ NASDAQ 2   2329 $ 9.74
Google GOOG NASDAQ 2   34 $ 633.14
Hexagon AB SE:HEXA-B Stockholm 6   4624 99 kr
Nemetschek NEM NYSE 5   1674 $ 25.80
Oracle Corporation ORCL NASDAQ 5   2176 $ 26.06
Sage Group PLC SGE London 1   2540 289.7 p
Trimble Navigation TRMB NASDAQ 5   1270 $ 44.63
Bentley (CASH RESERVE)     10   113486 $ 1.00
             
MECH SOFTWARE     40%      
             
CAD     40% of MECH SOFTWARE
Autodesk ADSK NASDAQ 10   3021 $ 30.81
Dassault Systemes FR:DSY Paris 10   1338 52.96 €
Kubotek DE:603187 Frankfurt 1   29 236.20 €
Parametric Tech PMTC NASDAQ 8   3994 $ 18.64
Siemens SI NYSE 10   977 $ 95.18
             
CAE     20% of MECH SOFTWARE
Ansys ANSS NASDAQ 15   733 $ 57.95
Autodesk ADSK NASDAQ 6   551 $ 30.81
Dassault Systemes FR:DSY Paris 10   407 52.96 €
ESI Group FR:ESI Paris 4   892 9.68 €
Mentor Graphics MENT NASDAQ 2   418 $ 13.53
MTS Systems Corporation MTSC NASDAQ 1   100 $ 40.47
Siemens SI NYSE 10   297 $ 95.18
Altair (CASH RESERVE)     8   22696 $ 1.00
MSC (CASH RESERVE)     8   22696 $ 1.00
             
CAM/RAVDA     15% of MECH SOFTWARE
Cimatron Ltd. CIMT NASDAQ 2   2679 $ 3.09
Dassault Systemes FR:DSY Paris 10   592 52.96 €
Delcam GB:53059 London 6   3029 530 p
ESI Group FR:ESI Paris 2   648 9.68 €
Parametric Technology PMTC NASDAQ 3   663 $ 18.65
Siemens SI NYSE 10   432 $ 95.18
             
cPDM     20% of MECH SOFTWARE
Dassault Systemes FR:DSY Paris 6   459 52.96 €
EMC EMC NYSE 1   243 $ 21.83
Oracle Corporation ORCL NASDAQ 6   1228 $ 26.06
PTC PMTC NASDAQ 10   2863 $ 18.65
SAP SAP NYSE 1   99 $ 53.25
Siemens SI NYSE 10   560 $ 95.18
             
RP     5% of MECH SOFTWARE
3D Systems Corporation DDD NYSE 10   1517 $ 14.95
Stratasys, Inc. SSYS NASDAQ 10   742 $ 30.52
             
CHANNEL and SERVICES     5%      
Avatech/RAND RWWI OTC BB 10   26545 $ 0.75
GSSL GEOMETRIC:NS NSE 3   5816 $ 46.25
HP HPQ NYSE 5   383 $ 25.88
IBM IBM NYSE 10   106 $ 184.75
Infosys INFY NASDAQ 4   154 $ 51.15
Mensch und Maschine DE:658080 Xetra 10   3416 4.44 €
Oracle Corporation ORCL NASDAQ 6   457 $ 26.06
Tata Consultancy TCS.NS NSE 4   309 Rs. 1157.15
TechData TECD NASDAQ 1   37 $ 51.51
Wipro WIT NYSE 4   781 $ 10.18
             
GIS SOFTWARE     9%      
Autodesk ADSK NASDAQ 10   1249 $ 30.81
General Electric GE NYSE 1   210 $ 18.23
Google GOOG NASDAQ 8   47 $ 633.14
Hexagon AB SE:HEXA-B Stockholm 10   2617 99 kr
Hitachi HIT NYSE 1   72 $ 52.41
Nokia NOK NYSE 3   2349 $ 4.92
Trimble Navigation TRMB NASDAQ 8   689 $44.63
ESRI (CASH RESERVE)     10   38541 $ 1.00
Paradign Ltd (CASH RESERVE)     2   7707 $ 1.00
             
PLANT SOFTWARE     9%      
Aspen Technology Inc. AZPN NASDAQ 10   1888 $ 17.44
Autodesk ADSK NASDAQ 10   1068 $ 30.81
Aveva AVV London 8   1165 1466 p
Dassault Systemes FR:DSY Paris 6   283 52.96 €
Hexagon AB SE:HEXA-B Stockholm 10   2237 99 kr
Invensys plc ISYS NASDAQ 1   1038 205.6 p
Parametric Technology PMTC NASDAQ 3   529 $ 18.65
Siemens SI NYSE 6   206 $ 95.18
Bentley (CASH RESERVE)     8   26357 $ 1.00
             
ECAD     8%      
Ansys ANSS NASDAQ 6   416 $ 57.95
Cadence Design CDNS NASDAQ 10   3834 $ 10.52
MEMSCAP FR:MEMS Paris 1   3072 1.00 €
Mentor Graphics MENT NASDAQ 9   2683 $ 13.53
MIPS Tech MIPS NASDAQ 3   2750 $ 4.40
PDF Solutions PDFS NASDAQ 3   1735 $ 6.97
Synopsys SNPS NASDAQ 12   1771 $ 27.32
Xilinx XLNX NASDAQ 1   123 $ 32.35
             
HARDWARE     2%      
Advanced Micro Devices AMD NYSE 10   891 $ 5.41
Apple AAPL NASDAQ 10   10 $ 403.33
Canon Inc. CAJ NYSE 2   20 $ 44.47
Cisco CSCO NASDAQ 2   51 $ 18.46
Dell DELL NASDAQ 12   387 $ 14.90
FARO Technologies, Inc. FARO NASDAQ 5   51 $ 45.57
Fujitsu Limited FJTSY Other OTC Issues 1   17 $ 25.65
Hewlett-Packard HPQ NYSE 14   260 $ 25.88
Hitachi HIT NYSE 1   8 $ 52.41
Immersion Corp IMMR NASDAQ 1   95 $ 5.03
Intel INTC NASDAQ 12   236 $ 24.40
Lenovo Group LNVGY Other OTC Issues 8   277 $ 13.89
Logitec International, SA LOGI NASDAQ 3   186 $ 7.74
Nvidia NVDA NASDAQ 10   339 $ 14.17
Ricoh RICOY OTC BB 1   10 $ 43.33
Silicon Graphics SGI NASDAQ 1   39 $ 11.78
Xerox XRX NYSE 1   57 $ 8.29
             
OTHER SOFTWARE     2%      
Adobe ADBE NASDAQ 3   113 $ 28.29
Ariba ARBA NASDAQ 4   144 $ 29.70
Computer Associates CA NASDAQ 2   104 $ 20.40
Microsoft MSFT NASDAQ 10   1070 $ 10.09
Orbotech Ltd Ord ORBK NASDAQ 1   102 $ 10.42
QAD QADB NASDAQ 1   24 $ 41.59
Red Hat RHT NYSE 2   86 $ 24.67
Salesforce.com CRM NYSE 2   21 $ 98.02
Software AG SOW Xetra 6   171 28.57 €
Solera SLH NYSE 1   22 $ 45.98
Symantec SYMC NASDAQ 5   341 $ 15.78
TIBCO TIBX NASDAQ 1   44 $ 23.79
Yahoo YHOO NASDAQ 4   266 $ 16.19
             

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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