According to the powershare QQQ (TM) financial site (as of July 19, 2011) the weighting of the stocks in the nasdaq-100 QQQ ETF stock are as listed below. The Amazon stock (AMNZ) and apple stock (AAPL) are among the top stocks in the list in terms of weightings, with a combined weighting of more than 15%, which can make the nasdaq 100 EFT stock (QQQ) sensitive to the performance of these two stocks.

One issue that seems to have been less highlighted in the financial press in yesterday's earnings report of Apple (AAPL) stock is Apple's lower guidance for the fourth quarter, estimated to be around $5.5 (lower than the current quarter earning). This does not sound as a good news for a growth stock. In addition, unlike apple (AAPL), Amazon (AMZN) has margins in the lower single digits, which combined with a price to earning ratio around 100, might make financial observers pay particular attention to the guidance of Amazon at their coming earnings report.

It was then not surprising to see Apple stock and the Amazon stock price finish their trading session in the lower part of their daily trading range.


Information Technology (65.37%)

AAPL Apple Inc. 13.16%
MSFT Microsoft Corp. 8.77%
ORCL Oracle Corp. 6.24%
GOOG Google Inc. Cl A 5.76%
INTC Intel Corp. 4.62%
QCOM QUALCOMM Inc. 3.59%
CSCO Cisco Systems Inc. 3.25%
EBAY eBay Inc. 1.66%
BIDU Baidu Inc. ADS 1.56%
DELL Dell Inc. 1.24%
ADP Automatic Data Processing Inc. 1.00%
CTSH Cognizant Technology Solutions Corp. 0.86%
NTAP NetApp Inc. 0.72%
YHOO Yahoo! Inc. 0.72%
BRCM Broadcom Corp. 0.63%
AMAT Applied Materials Inc. 0.63%
ADBE Adobe Systems Inc. 0.56%
INTU Intuit Inc. 0.56%
SYMC Symantec Corp. 0.56%
CTXS Citrix Systems Inc. 0.55%
ALTR Altera Corp. 0.53%
RIMM Research In Motion Ltd. 0.53%
ATVI Activision Blizzard Inc. 0.51%
CHKP Check Point Software Technologies Ltd. 0.47%
CA CA Inc. 0.43%
PAYX Paychex Inc. 0.41%
SNDK SanDisk Corp. 0.38%
FFIV F5 Networks Inc. 0.36%
BMC BMC Software Inc. 0.36%
MRVL Marvell Technology Group Ltd. 0.35%
XLNX Xilinx Inc. 0.34%
FISV Fiserv Inc. 0.33%
NVDA NVIDIA Corp. 0.32%
ADSK Autodesk Inc. 0.32%
ERTS Electronic Arts Inc. 0.30%
MU Micron Technology Inc. 0.28%
STX Seagate Technology Inc. 0.27%
KLAC KLA-Tencor Corp. 0.27%
LLTC Linear Technology Corp. 0.26%
MXIM Maxim Integrated Products Inc. 0.26%
INFY Infosys Ltd. ADR 0.24%
MCHP Microchip Technology Inc. 0.24%
VRSN VeriSign Inc. 0.21%
AKAM Akamai Technologies Inc. 0.21%
LRCX Lam Research Corp. 0.20%
FLEX Flextronics International Ltd. 0.18%
FLIR FLIR Systems Inc 0.17%


Consumer Discretionary (16.65%)

AMZN Amazon.com Inc. 3.72%
CMCSA Comcast Corp. Cl A 1.93%
DTV DIRECTV 1.53%
SBUX Starbucks Corp. 1.14%
NWSA News Corp. (Cl A) 1.09%
PCLN priceline.com Inc. 1.01%
WYNN Wynn Resorts Ltd. 0.76%
NFLX Netflix Inc. 0.57%
BBBY Bed Bath & Beyond Inc. 0.56%
SPLS Staples Inc. 0.42%
LINTA Liberty Media Holding Corp. Interactive (Series A) 0.36%
MAT Mattel Inc. 0.35%
ROST Ross Stores Inc. 0.34%
SIRI Sirius XM Radio Inc. 0.34%
ORLY O'Reilly Automotive Inc. 0.32%
VMED Virgin Media Inc. 0.32%
DLTR Dollar Tree Inc. 0.32%
SHLD Sears Holdings Corp. 0.31%
EXPE Expedia Inc. 0.28%
APOL Apollo Group Inc. (Cl A) 0.27%
GRMN Garmin Ltd. 0.25%
CTRP Ctrip.com International Ltd. (ADS) 0.24%
URBN Urban Outfitters Inc. 0.19%


Consumer Staples (2.32% )

COST Costco Wholesale Corp. 1.33%
GMCR Green Mountain Coffee Roasters Inc. 0.55%
WFM Whole Foods Market Inc. 0.44%


Health Care (11.16%)

AMGN Amgen Inc. 1.94%
TEVA Teva Pharmaceutical Industries Ltd. ADS 1.27%
GILD Gilead Sciences Inc. 1.24%
CELG Celgene Corp. 1.06%
ESRX Express Scripts Inc. 1.04%
BIIB Biogen Idec Inc. 0.98%
ISRG Intuitive Surgical Inc. 0.56%
CERN Cerner Corp. 0.40%
VRTX Vertex Pharmaceuticals Inc. 0.40%
MYL Mylan Inc. 0.39%
ALXN Alexion Pharmaceuticals Inc. 0.37%
LIFE Life Technologies Corp. 0.34%
ILMN Illumina Inc. 0.34%
HSIC Henry Schein Inc. 0.25%
WCRX Warner Chilcott Plc 0.22%
XRAY Dentsply International Inc. 0.21%
QGEN Qiagen N.V. 0.16%


Industrials (3.05%)
PCAR Paccar Inc. 0.69%
CHRW C.H. Robinson Worldwide Inc. 0.50%
FSLR First Solar Inc. 0.40%
EXPD Expeditors International of Washington Inc. 0.40%
JOYG Joy Global Inc. 0.39%
FAST Fastenal Co. 0.38%
SRCL Stericycle Inc. 0.30%

Materials (0.34%)

SIAL Sigma-Aldrich Corp. 0.34%


Telecommunication Services (1.12%)

VOD Vodafone Group PLC ADS 0.85%
NIHD NII Holdings Inc. 0.27%

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