Goldman Sachs' 50 Stocks That Matter Most to Hedge Funds

NEW YORK (TheStreet) -- Recently, Goldman Sachs released their quarterly Hedge Fund Trend Monitor report. To compile the report, Goldman analyzed 775 hedge funds with $1.9 trillion of gross equity positions ($1.4 trillion long and $666 billion short) at the start of the third quarter of 2014. Goldman noted that the aggregate of hedge funds had returned 1% YTD, thereby severely lagging the S&P 500, which was up over 7% on the year.

Counter to this trend, Goldman's Hedge Fund VIP List of stocks that "matter most" to hedge funds trounced the S&P's 7.1% YTD gain with a gain of 8.9%. Put simply, this list of stocks is what Goldman has identified as the 50 stocks that appear most frequently among the top 10 holdings of fundamentally driven hedge fund portfolios.

Goldman notes that these 50 stocks lean toward large caps and have a median market capitalization of $44 billion compared to the median $17 billion market capitalization for components of the S&P 500.

What follows are the 50 stocks that "matter most" to hedge funds. We have also taken the time to detail out our ranking of the stock using our own proprietary quantitative ranking system at TheStreetRatings.com. Note that these ratings can change at any time. If you would like access to real-time ratings of these stocks, you can subscribe to TheStreet Quant Ratings.

50. Lamar Advertising Co. (LAMR)

Number of Funds with Stock as Top-10 Holding:  15

TheStreet Rating:  B  (Buy)

Lamar Advertising Company operates as an outdoor advertising company in the United States.

TheStreet Ratings team rates LAMAR ADVERTISING CO as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate LAMAR ADVERTISING CO (LAMR) a BUY. This is driven by a number of strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, good cash flow from operations, expanding profit margins, increase in stock price during the past year and notable return on equity. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: LAMR Ratings Report

49. Hess Corp. (HES)

Number of Funds with Stock as Top-10 Holding:  15

TheStreet Rating:  B  (Buy)

Hess Corporation, an exploration and production company, develops, produces, purchases, transports, and sells crude oil and natural gas worldwide. The company operates through 722 wells.  As of December 31, 2013, it had total proved reserves of 1,437 million barrels of oil equivalent.

TheStreet Ratings team rates HESS CORP as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate HESS CORP (HES) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its solid stock price performance, attractive valuation levels, expanding profit margins and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: HES Ratings Report

48. Crown Castle International Corp. (CCI)

Number of Funds with Stock as Top-10 Holding:  15

TheStreet Rating:  B  (Buy)

Crown Castle International Corp., together with its subsidiaries, owns, operates, and leases shared wireless infrastructure in the United States and Australia.

TheStreet Ratings team rates CROWN CASTLE INTL CORP as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate CROWN CASTLE INTL CORP (CCI) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its robust revenue growth, good cash flow from operations and increase in stock price during the past year. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: CCI Ratings Report

47. Macquarie Infrastructure Co., LLC (MIC)

Number of Funds with Stock as Top-10 Holding:  16

TheStreet Rating:  B  (Buy)

Macquarie Infrastructure, through its subsidiaries, owns, operates and invests in infrastructure businesses that provide services to businesses and individuals primarily in the U.S.

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TheStreet Ratings team rates MACQUARIE INFRASTRUCT CO LLC as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate MACQUARIE INFRASTRUCT CO LLC (MIC) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its impressive record of earnings per share growth, compelling growth in net income, revenue growth, good cash flow from operations and expanding profit margins. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated.

You can view the full analysis from the report here: MIC Ratings Report

46. JPMorgan Chase & Co. (JPM)

Number of Funds with Stock as Top-10 Holding:  16

TheStreet Rating:  A  (Buy)

JPMorgan Chase & Co., a financial holding company, provides various financial services worldwide. The company operates through four segments: Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset Management.

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TheStreet Ratings team rates JPMORGAN CHASE & CO as a Buy with a ratings score of A. TheStreet Ratings Team has this to say about their recommendation:

"We rate JPMORGAN CHASE & CO (JPM) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its increase in stock price during the past year and expanding profit margins. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: JPM Ratings Report

45. Comcast Corp. (CMCSA)

Number of Funds with Stock as Top-10 Holding:  16

TheStreet Rating:  A+  (Buy)

Comcast operates as a media and technology company worldwide. It operates through Cable Communications, Cable Networks, Broadcast Television, Filmed Entertainment and Theme Parks segments.

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TheStreet Ratings team rates COMCAST CORP as a Buy with a ratings score of A+. TheStreet Ratings Team has this to say about their recommendation:

"We rate COMCAST CORP (CMCSA) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its solid stock price performance, growth in earnings per share, revenue growth, notable return on equity and attractive valuation levels. We feel these strengths outweigh the fact that the company shows weak operating cash flow."

You can view the full analysis from the report here: CMCSA Ratings Report

44. SunEdison, Inc. (SUNE)

Number of Funds with Stock as Top-10 Holding:  17

TheStreet Rating:  D  (Sell)

SunEdison, Inc. develops, manufactures, and sells silicon wafers to the semiconductor industry. The company operates through two segments, Solar Energy and Semiconductor Materials.

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TheStreet Ratings team rates SUNEDISON INC as a Sell with a ratings score of D. TheStreet Ratings Team has this to say about their recommendation:

"We rate SUNEDISON INC (SUNE) a SELL. This is driven by a number of negative factors, which we believe should have a greater impact than any strengths, and could make it more difficult for investors to achieve positive results compared to most of the stocks we cover. The company's weaknesses can be seen in multiple areas, such as its deteriorating net income, poor profit margins, weak operating cash flow and feeble growth in its earnings per share."

You can view the full analysis from the report here: SUNE Ratings Report

43. Berkshire Hathaway, Inc. (BRK.A)

Number of Funds with Stock as Top-10 Holding:  17

TheStreet Rating:  B  (Buy)

Berkshire Hathaway is a publicly owned investment manager. Through its subsidiaries, the firm primarily engages in the insurance and reinsurance of property and casualty risks business.

Berkshire Hathaway was founded in 1889 and is based in Omaha, Neb.

TheStreet Ratings team rates BERKSHIRE HATHAWAY as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate BERKSHIRE HATHAWAY (BRK.A) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, impressive record of earnings per share growth, compelling growth in net income, notable return on equity and good cash flow from operations. We feel these strengths outweigh the fact that the company is trading at a premium valuation based on our review of its current price compared to such things as earnings and book value."

You can view the full analysis from the report here: BRK.A Ratings Report

42. Amazon.com, Inc. (AMZN)

Number of Funds with Stock as Top-10 Holding:  17

TheStreet Rating:  C  (Hold)

Amazon operates as an online retailer in North America and internationally.

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TheStreet Ratings team rates AMAZON.COM INC as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate AMAZON.COM INC (AMZN) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, largely solid financial position with reasonable debt levels by most measures and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including unimpressive growth in net income, weak operating cash flow and feeble growth in the company's earnings per share."

You can view the full analysis from the report here: AMZN Ratings Report

41. Visteon Corp. (VC)

Number of Funds with Stock as Top-10 Holding:  18

TheStreet Rating:  B-  (Buy)

Visteon provides climate, electronic and interior systems, modules, and components to automotive original equipment manufacturers worldwide. It operates in the Climate, Electronics, and Interiors segments.

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TheStreet Ratings team rates VISTEON CORP as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

"We rate VISTEON CORP (VC) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, solid stock price performance, notable return on equity and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: VC Ratings Report

40. Monsanto Co. (MON)

Number of Funds with Stock as Top-10 Holding:  18

TheStreet Rating:  A-  (Buy)

Monsanto Company, together with its subsidiaries, provides agricultural products for farmers worldwide. It operates in two segments, Seeds and Genomics, and Agricultural Productivity.

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TheStreet Ratings team rates MONSANTO CO as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate MONSANTO CO (MON) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, expanding profit margins, notable return on equity and reasonable valuation levels. We feel these strengths outweigh the fact that the company shows weak operating cash flow."

You can view the full analysis from the report here: MON Ratings Report

39. Liberty Interactive Corp. (LINTA)

Number of Funds with Stock as Top-10 Holding:  18

TheStreet Rating:  U  (Unrated)

Liberty Interactive, through its subsidiaries, is engaged in the video and on-line commerce industries in North America, Europe and Asia.

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38. Gilead Sciences, Inc. (GILD)

Number of Funds with Stock as Top-10 Holding:  18

TheStreet Rating:  A  (Buy)

Gilead Sciences, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines for the treatment of life threatening diseases in North America, South America, Europe, and the Asia-Pacific.

TheStreet Ratings team rates GILEAD SCIENCES INC as a Buy with a ratings score of A. TheStreet Ratings Team has this to say about their recommendation:

"We rate GILEAD SCIENCES INC (GILD) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its robust revenue growth, solid stock price performance, impressive record of earnings per share growth, compelling growth in net income and notable return on equity. Although the company may harbor some minor weaknesses, we feel they are unlikely to have a significant impact on results."

You can view the full analysis from the report here: GILD Ratings Report

37. Twenty-First Century Fox, Inc. (FOXA)

Number of Funds with Stock as Top-10 Holding:  18

TheStreet Rating:  A-  (Buy)

Twenty-First Century Fox, Inc. operates as a diversified media and entertainment company worldwide. It operates through Cable Network Programming, Television, Filmed Entertainment, and Direct Broadcast Satellite Television segments.

TheStreet Ratings team rates TWENTY-FIRST CENTURY FOX INC as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate TWENTY-FIRST CENTURY FOX INC (FOXA) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its robust revenue growth, reasonable valuation levels, good cash flow from operations, increase in net income and increase in stock price during the past year. We feel these strengths outweigh the fact that the company shows low profit margins."
Highlights from the analysis by TheStreet Ratings Team goes as follows:

You can view the full analysis from the report here: FOXA Ratings Report

36. American Realty Capital Properties, Inc. (ARCP)

Number of Funds with Stock as Top-10 Holding:  18

TheStreet Rating:  C-  (Hold)

American Realty Capital Properties owns and acquires single tenant, freestanding commercial real estate that is net leased on a medium-term basis, primarily to investment grade credit rated and other creditworthy tenants. The company principally invests in retail and office properties.

TheStreet Ratings team rates AMERICAN RLTY CAP PPTY INC as a Hold with a ratings score of C-. TheStreet Ratings Team has this to say about their recommendation:

"We rate AMERICAN RLTY CAP PPTY INC (ARCP) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, increase in net income and good cash flow from operations. However, as a counter to these strengths, we also find weaknesses including poor profit margins and a generally disappointing performance in the stock itself."

You can view the full analysis from the report here: ARCP Ratings Report

35. Walgreen Co. (WAG)

Number of Funds with Stock as Top-10 Holding:  19

TheStreet Rating:  B+  (Buy)

Walgreens, together with its subsidiaries, operates a network of drugstores in the U.S. It provides consumer goods and services, pharmacy, and health and wellness services through drugstores, as well as through mail, and by telephone and online.

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TheStreet Ratings team rates WALGREEN CO as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

"We rate WALGREEN CO (WAG) a BUY. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, impressive record of earnings per share growth, compelling growth in net income, largely solid financial position with reasonable debt levels by most measures and solid stock price performance. We feel these strengths outweigh the fact that the company shows low profit margins."

You can view the full analysis from the report here: WAG Ratings Report

34. MasterCard, Inc. (MA)

Number of Funds with Stock as Top-10 Holding:  19

TheStreet Rating:  A+  (Buy)

MasterCard Incorporated provides transaction processing and other payment-related services in the U.S. and internationally. It facilitates the processing of payment transactions, including authorization, clearing and settlement, as well as delivers related products and services.

TheStreet Ratings team rates MASTERCARD INC as a Buy with a ratings score of A+. TheStreet Ratings Team has this to say about their recommendation:

"We rate MASTERCARD INC (MA) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, growth in earnings per share, expanding profit margins and solid stock price performance. We feel these strengths outweigh the fact that the company shows weak operating cash flow."

You can view the full analysis from the report here: MA Ratings Report

33. Equinix, Inc. (EQIX)

Number of Funds with Stock as Top-10 Holding:  19

TheStreet Rating:  B  (Buy)

Equinix provides data center services to protect and connect the information assets for the enterprises, financial services companies, and content and network providers primarily in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

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TheStreet Ratings team rates EQUINIX INC as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate EQUINIX INC (EQIX) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its compelling growth in net income, revenue growth, solid stock price performance, impressive record of earnings per share growth and expanding profit margins. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."

You can view the full analysis from the report here: EQIX Ratings Report

32. DIRECTV (DTV)

Number of Funds with Stock as Top-10 Holding:  20

TheStreet Rating:  C+  (Hold)

DIRECTV provides digital television entertainment services in the U.S. and Latin America. The company acquires, promotes, sells, and distributes digital entertainment programming primarily through satellite to residential and commercial subscribers.

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TheStreet Ratings team rates DIRECTV as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

"We rate DIRECTV (DTV) a HOLD. The primary factors that have impacted our rating are mixed - some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its solid stock price performance, growth in earnings per share and increase in net income. However, as a counter to these strengths, we find that we feel that the company's cash flow from its operations has been weak overall."

You can view the full analysis from the report here: DTV Ratings Report

31. Dish Network Corp. (DISH)

Number of Funds with Stock as Top-10 Holding:  20

TheStreet Rating:  U  (Unrated)

DISH Network, together with its subsidiaries, provides pay-television services in the U.S. The company operates through DISH and Wireless segments.

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30. Dollar General Corp. (DG)

Number of Funds with Stock as Top-10 Holding:  20

TheStreet Rating:  A-  (Buy)

Dollar General, a discount retailer, provides merchandise products in the U.S.

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TheStreet Ratings team rates DOLLAR GENERAL CORP as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate DOLLAR GENERAL CORP (DG) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, growth in earnings per share, increase in net income, notable return on equity and good cash flow from operations. We feel these strengths outweigh the fact that the company shows low profit margins."

You can view the full analysis from the report here: DG Ratings Report

29. Baidu, Inc. (BIDU)

Number of Funds with Stock as Top-10 Holding:  20

TheStreet Rating:  B+  (Buy)

Baidu, Inc. provides Internet search services.

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TheStreet Ratings team rates BAIDU INC as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

"We rate BAIDU INC (BIDU) a BUY. This is driven by several positive factors, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its robust revenue growth, growth in earnings per share, increase in net income, largely solid financial position with reasonable debt levels by most measures and solid stock price performance. We feel these strengths outweigh the fact that the company is trading at a premium valuation based on our review of its current price compared to such things as earnings and book value."

You can view the full analysis from the report here: BIDU Ratings Report

28. Valeant Pharmaceuticals International, Inc. (VRX)

Number of Funds with Stock as Top-10 Holding:  21

TheStreet Rating:  C  (Hold)

Valeant Pharmaceuticals develops, manufactures, and markets pharmaceuticals, over-the-counter (OTC) products and medical devices in the areas of eye health, dermatology, and neurology therapeutic classes worldwide.

TheStreet Ratings team rates VALEANT PHARMACEUTICALS INTL as a Hold with a ratings score of C-. TheStreet Ratings Team has this to say about their recommendation:

"We rate VALEANT PHARMACEUTICALS INTL (VRX) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, increase in net income and increase in stock price during the past year. However, as a counter to these strengths, we find that the growth in the company's earnings per share has not been good."

You can view the full analysis from the report here: VRX Ratings Report

27. The Priceline Group, Inc. (PCLN)

Number of Funds with Stock as Top-10 Holding:  21

TheStreet Rating:  A  (Buy)

Priceline operates as an online travel company.

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TheStreet Ratings team rates PRICELINE GROUP INC as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate PRICELINE GROUP INC (PCLN) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its robust revenue growth, largely solid financial position with reasonable debt levels by most measures, notable return on equity, expanding profit margins and good cash flow from operations. Although the company may harbor some minor weaknesses, we feel they are unlikely to have a significant impact on results."

You can view the full analysis from the report here: PCLN Ratings Report

26. Liberty Global plc (LBTYK)

Number of Funds with Stock as Top-10 Holding:  21

TheStreet Rating:  C+  (Hold)

Liberty Global plc, together with its subsidiaries, provides video, broadband Internet, fixed-line telephony, and mobile services in Europe, Chile, Puerto Rico and internationally.

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TheStreet Ratings team rates LIBERTY GLOBAL PLC as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

"We rate LIBERTY GLOBAL PLC (LBTYK) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, good cash flow from operations and increase in stock price during the past year. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, generally higher debt management risk and disappointing return on equity."

You can view the full analysis from the report here: LBTYK Ratings Report

25. eBay, Inc. (EBAY)

Number of Funds with Stock as Top-10 Holding:  21

TheStreet Rating:  B  (Buy)

eBay provides online platforms, tools, and services to help individuals and merchants in online and mobile commerce and payments in the U.S. and internationally.

TheStreet Ratings team rates EBAY INC as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate EBAY INC (EBAY) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its growth in earnings per share, increase in net income, revenue growth, largely solid financial position with reasonable debt levels by most measures and good cash flow from operations. We feel these strengths outweigh the fact that the company has had somewhat disappointing return on equity."

You can view the full analysis from the report here: EBAY Ratings Report

24. Bank of America Corp. (BAC)

Number of Funds with Stock as Top-10 Holding:  21

TheStreet Rating:  B  (Buy)

Bank of America, through its subsidiaries, provides various banking and financial products and services for individual consumers, small and middle market businesses, institutional investors, corporations, and governments in the U.S. and internationally.

TheStreet Ratings team rates BANK OF AMERICA CORP as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate BANK OF AMERICA CORP (BAC) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its expanding profit margins and notable return on equity. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: BAC Ratings Report

23. NorthStar Realty Finance Corp. (NRF)

Number of Funds with Stock as Top-10 Holding:  22

TheStreet Rating:  C  (Hold)

NorthStar Realty Finance, a real estate investment trust (REIT), operates as a commercial real estate (CRE) investment and asset management company in the U.S.

TheStreet Ratings team rates NORTHSTAR REALTY FINANCE CP as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate NORTHSTAR REALTY FINANCE CP (NRF) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, disappointing return on equity and a generally disappointing performance in the stock itself."

You can view the full analysis from the report here: NRF Ratings Report

22. Air Products & Chemicals, Inc. (APD)

Number of Funds with Stock as Top-10 Holding:  22

TheStreet Rating:  A+  (Buy)

Air Products and Chemicals provides atmospheric gases, process and specialty gases, performance materials, equipment and services worldwide. The company operates through four segments: Merchant Gases, Tonnage Gases, Electronics and Performance Materials and Equipment and Energy.

TheStreet Ratings team rates NORTHSTAR REALTY FINANCE CP as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate NORTHSTAR REALTY FINANCE CP (NRF) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, disappointing return on equity and a generally disappointing performance in the stock itself."

You can view the full analysis from the report here: NRF Ratings Report

21. Google, Inc. (GOOGL)

Number of Funds with Stock as Top-10 Holding:  23

TheStreet Rating:  C  (Hold)

Google, a technology company, builds products and provides services to organize the information.

TheStreet Ratings team rates GOOGLE INC as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate GOOGLE INC (GOOGL) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, largely solid financial position with reasonable debt levels by most measures and reasonable valuation levels. However, as a counter to these strengths, we also find weaknesses including a generally disappointing performance in the stock itself, disappointing return on equity and feeble growth in the company's earnings per share."

You can view the full analysis from the report here: GOOGL Ratings Report

20. Ally Financial, Inc. (ALLY)

Number of Funds with Stock as Top-10 Holding:  24

TheStreet Rating:  U  (Unrated)

Ally Financial, an automotive financial services company, provides an array of financial products and services to automotive dealers and their customers in the U.S.

19. CBS Corp. (CBS)

Number of Funds with Stock as Top-10 Holding:  25

TheStreet Rating:  B+  (Buy)

CBS operates as a mass media company in the U.S. and internationally. It operates through Entertainment, Cable Networks, Publishing, Local Broadcasting segments.

TheStreet Ratings team rates CBS CORP as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

"We rate CBS CORP (CBS) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its increase in stock price during the past year, notable return on equity, reasonable valuation levels, growth in earnings per share and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: CBS Ratings Report

18. Anadarko Petroleum Corp. (APC)

Number of Funds with Stock as Top-10 Holding:  25

TheStreet Rating:  C+  (Hold)

Anadarko Petroleum is engaged in the exploration, development, production and marketing of oil and gas properties. It operates through three segments: Oil and Gas Exploration and Production; Midstream; and Marketing.

TheStreet Ratings team rates ANADARKO PETROLEUM CORP as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

"We rate ANADARKO PETROLEUM CORP (APC) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, solid stock price performance and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, disappointing return on equity and weak operating cash flow."

You can view the full analysis from the report here: APC Ratings Report

17. HCA Holdings, Inc. (HCA)

Number of Funds with Stock as Top-10 Holding:  26

TheStreet Rating:  B-  (Buy)

HCA Holdings, through its subsidiaries, provides health care services.

TheStreet Ratings team rates HCA HOLDINGS INC as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

"We rate HCA HOLDINGS INC (HCA) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its solid stock price performance, increase in net income, revenue growth, good cash flow from operations and growth in earnings per share. Although no company is perfect, currently we do not see any significant weaknesses which are likely to detract from the generally positive outlook."

You can view the full analysis from the report here: HCA Ratings Report

16. Delta Air Lines, Inc. (DAL)

Number of Funds with Stock as Top-10 Holding:  27

TheStreet Rating:  B  (Buy)

Delta Air Lines provides scheduled air transportation for passengers and cargo worldwide. Its route network comprises various gateway airports in Amsterdam, Atlanta, Cincinnati, Detroit, Memphis, Minneapolis-St. Paul, New York-LaGuardia, New York-JFK, Paris-Charles de Gaulle, Salt Lake City, Seattle and Tokyo-Narita.

TheStreet Ratings team rates DELTA AIR LINES INC as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate DELTA AIR LINES INC (DAL) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its notable return on equity, attractive valuation levels, solid stock price performance, revenue growth and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company shows low profit margins."

You can view the full analysis from the report here: DAL Ratings Report

15. Citigroup, Inc. (C)

Number of Funds with Stock as Top-10 Holding:  28

TheStreet Rating:  B  (Buy)

Citigroup, a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments and institutions.

TheStreet Ratings team rates CITIGROUP INC as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate CITIGROUP INC (C) a BUY. This is driven by a number of strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. Among the primary strengths of the company is its expanding profit margins over time. We feel these strengths outweigh the fact that the company has had lackluster performance in the stock itself."

You can view the full analysis from the report here: C Ratings Report

14. Cheniere Energy, Inc. (LNG)

Number of Funds with Stock as Top-10 Holding:  28

TheStreet Rating:  C  (Hold)

Cheniere Energy, an energy company, is engaged in the liquefied natural gas (LNG) related business. It operates through two segments, LNG Terminal Business and LNG and Natural Gas Marketing Business.

TheStreet Ratings team rates CHENIERE ENERGY INC as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate CHENIERE ENERGY INC (LNG) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, solid stock price performance and good cash flow from operations. However, as a counter to these strengths, we also find weaknesses including deteriorating net income and feeble growth in the company's earnings per share."

You can view the full analysis from the report here: LNG Ratings Report

13. Williams Companies, Inc. (WMB)

Number of Funds with Stock as Top-10 Holding:  29

TheStreet Rating:  C+  (Hold)

The Williams Companies operates as an energy infrastructure company.

TheStreet Ratings team rates WILLIAMS COS INC as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

"We rate WILLIAMS COS INC (WMB) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its solid stock price performance and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including deteriorating net income, generally higher debt management risk and disappointing return on equity."

You can view the full analysis from the report here: WMB Ratings Report

12. Micron Technology, Inc. (MU)

Number of Funds with Stock as Top-10 Holding:  32

TheStreet Rating:  A-  (Buy)

Micron Technology, together with its subsidiaries, manufactures and markets semiconductor solutions worldwide.

TheStreet Ratings team rates MICRON TECHNOLOGY INC as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate MICRON TECHNOLOGY INC (MU) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its robust revenue growth, solid stock price performance, impressive record of earnings per share growth, compelling growth in net income and notable return on equity. Although the company may harbor some minor weaknesses, we feel they are unlikely to have a significant impact on results."

You can view the full analysis from the report here: MU Ratings Report

11. Charter Communications, Inc. (CHTR)

Number of Funds with Stock as Top-10 Holding:  32

TheStreet Rating:  C  (Hold)

Charter Communications, through its subsidiaries, provides entertainment, information, and communications solutions to residential and commercial customers in the U.S.

TheStreet Ratings team rates CHARTER COMMUNICATIONS INC as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate CHARTER COMMUNICATIONS INC (CHTR) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its revenue growth, solid stock price performance and impressive record of earnings per share growth. However, as a counter to these strengths, we also find weaknesses including generally higher debt management risk and poor profit margins."

You can view the full analysis from the report here: CHTR Ratings Report

10. Hertz Global Holdings, Inc. (HTZ)

Number of Funds with Stock as Top-10 Holding:  33

TheStreet Rating:  B-  (Buy)

Hertz through its subsidiaries, is engaged in the car and equipment rental businesses worldwide. It operates through four segments: U.S. Car Rental, International Car Rental, Worldwide Equipment Rental, and All Other Operations.

TheStreet Ratings team rates HERTZ GLOBAL HOLDINGS INC as a Buy with a ratings score of B-. TheStreet Ratings Team has this to say about their recommendation:

"We rate HERTZ GLOBAL HOLDINGS INC (HTZ) a BUY. This is driven by multiple strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, compelling growth in net income, good cash flow from operations, solid stock price performance and expanding profit margins. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."

You can view the full analysis from the report here: HTZ Ratings Report

9. Microsoft Corp. (MSFT)

Number of Funds with Stock as Top-10 Holding:  38

TheStreet Rating:  A-  (Buy)

Microsoft develops, licenses, markets, and supports software, services and devices worldwide. The company's Devices and Consumer (D&C) Licensing segment licenses Windows operating system and related software; Microsoft Office for consumers; and Windows Phone operating system.

TheStreet Ratings team rates MICROSOFT CORP as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate MICROSOFT CORP (MSFT) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, solid stock price performance, reasonable valuation levels and good cash flow from operations. We feel these strengths outweigh the fact that the company has had sub par growth in net income."

You can view the full analysis from the report here: MSFT Ratings Report

8. American International Group, Inc. (AIG)

Number of Funds with Stock as Top-10 Holding:  40

TheStreet Rating:  U  (Unrated)

American International Group provides insurance products and services for the commercial, institutional and individual customers in the U.S. and internationally.

The company operates in two segments: AIG Property Casualty, and AIG Life and Retirement.

7. Time Warner Cable, Inc. (TWC)

Number of Funds with Stock as Top-10 Holding:  41

TheStreet Rating:  B+  (Buy)

Time Warner Cable, together with its subsidiaries, offers video, high-speed data, and voice services in the U.S.

TheStreet Ratings team rates TIME WARNER CABLE INC as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

"We rate TIME WARNER CABLE INC (TWC) a BUY. This is driven by some important positives, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its solid stock price performance, revenue growth, growth in earnings per share, good cash flow from operations and expanding profit margins. We feel these strengths outweigh the fact that the company has had generally high debt management risk by most measures that we evaluated."

You can view the full analysis from the report here: TWC Ratings Report

6. General Motors Co. (GM)

Number of Funds with Stock as Top-10 Holding:  41

TheStreet Rating:  B  (Buy)

General Motors designs, manufactures and markets cars, crossovers, trucks and automobile parts worldwide.

TheStreet Ratings team rates GENERAL MOTORS CO as a Buy with a ratings score of B. TheStreet Ratings Team has this to say about their recommendation:

"We rate GENERAL MOTORS CO (GM) a BUY. This is driven by a number of strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth and largely solid financial position with reasonable debt levels by most measures. We feel these strengths outweigh the fact that the company has had lackluster performance in the stock itself."

You can view the full analysis from the report here: GM Ratings Report

5. Allergan, Inc. (AGN)

Number of Funds with Stock as Top-10 Holding:  41

TheStreet Rating:  A-  (Buy)

Allergan operates as a multi-specialty health care company primarily in the U.S., Europe, Latin America, and the Asia Pacific.

TheStreet Ratings team rates ALLERGAN INC as a Buy with a ratings score of A-. TheStreet Ratings Team has this to say about their recommendation:

"We rate ALLERGAN INC (AGN) a BUY. This is based on the convergence of positive investment measures, which should help this stock outperform the majority of stocks that we rate. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, expanding profit margins, solid stock price performance and growth in earnings per share. We feel these strengths outweigh the fact that the company has had somewhat disappointing return on equity."

You can view the full analysis from the report here: AGN Ratings Report

4. American Airlines Group, Inc. (AAL)

Number of Funds with Stock as Top-10 Holding:  41

TheStreet Rating:  U  (Unrated)

American Airlines, through its subsidiaries, operates in the airline industry.

3. Facbook, Inc. (FB)

Number of Funds with Stock as Top-10 Holding:  43

TheStreet Rating:  C+  (Hold)

Facebook operates as a social networking company worldwide. It provides a set of development tools and application programming interfaces that enable developers to integrate with Facebook to create mobile and Web applications.

TheStreet Ratings team rates FACEBOOK INC as a Hold with a ratings score of C+. TheStreet Ratings Team has this to say about their recommendation:

"We rate FACEBOOK INC (FB) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, largely solid financial position with reasonable debt levels by most measures and impressive record of earnings per share growth. However, as a counter to these strengths, we find that the stock itself is trading at a premium valuation."

You can view the full analysis from the report here: FB Ratings Report

2. Apple, Inc. (AAPL)

Number of Funds with Stock as Top-10 Holding:  57

TheStreet Rating:  B+  (Buy)

Apple and its wholly owned subsidiaries design, manufacture and market mobile communication and media devices, personal computers, and portable digital music players worldwide.

TheStreet Ratings team rates APPLE INC as a Buy with a ratings score of B+. TheStreet Ratings Team has this to say about their recommendation:

"We rate APPLE INC (AAPL) a BUY. This is driven by a few notable strengths, which we believe should have a greater impact than any weaknesses, and should give investors a better performance opportunity than most stocks we cover. The company's strengths can be seen in multiple areas, such as its revenue growth, largely solid financial position with reasonable debt levels by most measures, notable return on equity, expanding profit margins and solid stock price performance. Although the company may harbor some minor weaknesses, we feel they are unlikely to have a significant impact on results."

You can view the full analysis from the report here: AAPL Ratings Report

1. Actavis plc (ACT)

Number of Funds with Stock as Top-10 Holding:  67

TheStreet Rating:  C  (Hold)

Actavis, an integrated specialty pharmaceutical company, is engaged in the development, manufacture, marketing, sale and distribution of pharmaceutical products in the Americas, Europe, the Middle East, Africa, Australia and the Asia Pacific.

TheStreet Ratings team rates ACTAVIS PLC as a Hold with a ratings score of C. TheStreet Ratings Team has this to say about their recommendation:

"We rate ACTAVIS PLC (ACT) a HOLD. The primary factors that have impacted our rating are mixed ? some indicating strength, some showing weaknesses, with little evidence to justify the expectation of either a positive or negative performance for this stock relative to most other stocks. The company's strengths can be seen in multiple areas, such as its robust revenue growth, compelling growth in net income and good cash flow from operations. However, as a counter to these strengths, we find that the company has favored debt over equity in the management of its balance sheet."

You can view the full analysis from the report here: ACT Ratings Report

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