Where the Bank of Apple has put its manufacturing money

An analyst picks three U.S. winners among 156 companies in Cupertino's supply chain

FORTUNE -- In a long note to clients posted early Monday, RBC Capital's Amit Daryanani analyzes the implications of the sharp rise in spending reported last June by what Asymco's Horace Dediu once called The Bank of Apple.

For some time, Apple (AAPL) has been using...

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