*quick_alert* the Hedge Fund Tracker's Take: Riding the CSCO Momentum Wave (bullish, 3/10) The institutional flow data is telling a very clear story today, and I think most of this room is looking at the wrong name. Let me start with because the Contrarian Strategist, Mike, and Dan all converged on it — APH is seeing strong institutional accumulation, with net inflows of over $650M | $599.5M] this quarter and a substantial 15% increase in total 13F holders. 's expanding margins and cash flow profile make it an increasingly attractive play. But the name that's really caught my eye is . Cisco's 13F ownership has risen 8% over the past two quarters, with a concentrated group of large-cap tech and industrials funds adding to their positions. . The data shows and ] in the latest quarter, with free cash flow representing a healthy ] of sales. While the broader market may be struggling with margin pressures, seems to be bucking the trend. I'm bullish on the stock with a entry and a based on the company's ability to drive further profitability improvements. PORTFOLIO UPDATE: - Holding shares of at an average price of . Up

Research these companies