|
INDUSTRIAL GROWTH AND CLEAN TECH
Industrial Growth
Al Kaschalk
Kenneth Herbert
ADA-ES (ADES)
AMCOL International (ACO)
Boeing (BA)
Ceradyne (CRDN)
Clean Harbor (CLH)
Curtiss-Wright (CW)
Dionex (DNEX)
EnergySolutions (ES)
Flanders (FLDR)
Goodrich (GR)
Headwaters (HW)
Heico Corp. (HEI)
Hexcel (HXL)
Perma-Fix Environmental Services (PESI)
Primoris Services (PRIM)
Spirit AeroSystems (SPR)
Stericycle (SRCL)
Tetra Tech (TTEK)
TransDigm (TDG)
Triumph Group (TGI)
US Ecology (ECOL)
Waste Connections (WCN)
Waste Management (WM)
Willdan Group (WLDN)
Clean Technology
Craig Irwin
Acuity Brands (AYI)
Echelon Corporation (ELON)
Exide Technologies (XIDE)
Lime Energy (LIME)
Maxwell Technologies (MXWL)
MYR Group (MYRG)
Nexxus Lighting (NEXS)
Pike Electric (PIKE)
Polypore International (PPO)
Quanta Services (PWR)
Solar Technology
Christine Hersey
Ascent Solar Technologies (ASTI)
Energy Conversion Devices (ENER)
Evergreen Solar (ESLR)
First Solar (FSLR)
SunPower (SPWRA)
CONSUMER PRODUCTS AND SERVICES
Consumer Products
Rommel Dionisio
Arctic Cat (ACAT)
Avon Products (AVP)
Bare Escentuals (BARE)
Callaway Golf Company (ELY)
Elizabeth Arden (RDEN)
Estee Lauder (EL)
Helen of Troy Limited (HELE)
Herbalife Ltd. (HLF)
Inter Parfums, Inc. (IPAR)
Marine Products (MPX)
NBTY (NTY)
Nu Skin Enterprises (NUS)
Polaris Industries (PII)
Regis Corp. (RGS)
Smith & Wesson (SWHC)
Sotheby's Holdings (BID)
USANA Health Sciences (USNA)
Education
Ariel Sokol
American Public Education (APEI)
Apollo Group (APOL)
Bridgepoint Education (BPI)
Capella Education (CPLA)
DeVry Inc (DV)
Grand Canyon Education (LOPE)
K12 (LRN)
SkillSoft (SKIL)
Strayer Education (STRA)
Virco Manufacturing (VIRC)
Entertainment Retail
Michael Pachter
Best Buy (BBY)
Blockbuster (BBI)
Coinstar (CSTR)
Netflix (NFLX)
RadioShack (RSH)
Footwear and Apparel
Suspended
Crocs (CROX)
Deckers Outdoor (DECK)
Perry Ellis International (PERY)
Phillips-Van Heusen (PVH)
Phoenix Footwear Group (PXG)
Quiksilver (ZQK)
SKECHERS USA (SKX)
Steven Madden (SHOO)
True Religion Apparel (TRLG)
Under Armour (UA)
V.F.Corp (VFC)
Volcom (VLCM)
Wolverine World Wide (WWW)
Specialty Retail - Hardlines
Joan Storms, CFA
Camilo Lyon
99 Cents Only Stores (NDN)
A.C. Moore Arts & Crafts (ACMR)
Advance Auto Parts (AAP)
Autozone (AZO)
Bed Bath & Beyond (BBBY)
Big Lots (BIG)
Dollar Tree Stores (DLTR)
Family Dollar Stores (FDO)
Finish Line (FINL)
Fred's (FRED)
Jo-Ann Stores (JAS)
O'Reilly Automotive (ORLY)
PetSmart (PETM)
Pool (POOL)
Select Comfort (SCSS)
Tempur-Pedic International (TPX)
Tractor Supply Company (TSCO)
Williams-Sonoma (WSM)
Specialty Retail - Softlines
Betty Chen
Aeropostale (ARO)
American Eagle Outfitters (AEO)
AnnTaylor Stores (ANN)
bebe Stores (BEBE)
Gap (GPS)
Guess? (GES)
The Gymboree (GYMB)
J.Crew Group (JCG)
Men's Wearhouse (MW)
Pacific Sunwear of California (PSUN)
The Children's Place Retail Stores (PLCE)
The Talbots (TLB)
Urban Outfitters (URBN)
Zumiez Inc. (ZUMZ)
Specialty Retail - Sporting Goods
Camilo Lyon
Big 5 Sporting Goods (BGFV)
Dick's Sporting Goods (DKS)
Hibbett Sporting Goods (HIBB)
Sport Chalet (SPCHA)
ENTERTAINMENT AND MEDIA
Movies & Entertainment
Michael Pachter & Chris White
Carmike Cinemas (CKEC)
Cinemark Holdings (CNK)
DreamWorks Animation SKG (DWA)
IMAX (IMAX)
Regal Entertainment (RGC)
Warner Music Group (WMG)
World Wrestling Entertainment (WWE)
Media and Entertainment: Advertising & Agencies
James Dix, CFA
Clear Channel Outdoor Holdings (CCO)
Interpublic Group (IPG)
Lamar Advertising Company (LAMR)
National CineMedia (NCMI)
Omnicom Group (OMC)
WPP plc (WPPGY)
Media and Entertainment: Broadcasting
James Dix, CFA
CBS Corp. (CBS)
Entravision Communications (EVC)
Entertainment Software
Michael Pachter
Activision Blizzard(ATVI)
Electronic Arts (ERTS)
GameStop (GME)
Majesco Entertainment Company (COOL)
Nintendo (NTDOY.US/ NTDOY.US)
Take-Two Interactive Software (TTWO)
THQ (THQI)
UBISOFT Entertainment (UBI.FP)
Entertainment: Toys
Chris White & Edward Woo, CFA
Hasbro (HAS)
JAKKS Pacific (JAKK)
LeapFrog Enterprises (LF)
Mattel (MAT)
RC2 (RCRC)
Internet Advertising/Media
Edward Woo, CFA
PetMed Express (PETS)
Travelzoo (TZOO)
LIFE SCIENCES
Medical Technology
Phillip Nalbone
Abbott Laboratories (ABT)
AngioDynamics (ANGO)
Boston Scientific (BSX)
Cutera (CUTR)
Medtronic (MDT)
St. Jude Medical (STJ)
Vascular Solutions (VASC)
ZOLL Medical (ZOLL)
Cardiovascular, Devices & Regenerative
Duane Nash, MD JD MBA
Abiomed (ABMD)
ARYx Therapeutics (ARYX)
Edwards Lifesciences (EW)
HeartWare International (HTWR)
Medicines Company (MDCO)
Momenta Pharmaceuticals (MNTA)
Osiris Therapeutics (OSIR)
Rockwell Medical Technologies (RMTI)
Thoratec Corp. (THOR)
World Heart Corp. (WHRT)
Biotechnology / Biopharmaceuticals
Kimberly Lee, D.O.
Gregory Wade, Ph.D.
Y. Katherine Xu, Ph.D.
3SBio (SSRX)
Achillion Pharmaceuticals (ACHN)
Adolor Corporation (ADLR)
Amicus Therapeutics (FOLD)
Anadys Pharmaceuticals (ANDS)
Auxilium Pharmaceuticals (AUXL)
BioMimetic Therapeutics (BMTI)
Celgene Corp. (CELG)
Clinical Data, Inc. (CLDA)
CombinatoRx (CRXX)
Cubist Pharmaceuticals (CBST)
Cytokinetics (CYTK)
Delcath Systems (DCTH)
Discovery Laboratories (DSCO)
Dyax (DYAX)
Dynavax Technologies (DVAX)
Emergent BioSolutions (EBS)
Gilead Sciences (GILD)
Idenix Pharmaceuticals (IDIX)
InterMune (ITMN)
Halozyme Therapeutics (HALO)
Medivation (MDVN)
MiddleBrook Pharmaceuticals (MBRK)
Myriad Genetics (MYGN)
NeurogesX (NGSX)
OncoGenex Pharmaceuticals, Inc. (OGXI)
PDL BioPharma (PDLI)
Pharmacyclics (PCYC)
Pharmasset (VRUS)
Poniard Pharmaceuticals (PARD)
Repros Therapeutics (RPRX)
Savient Pharmaceuticals (SVNT)
Targacept (TRGT)
Trubion Pharmaceuticals (TRBN) )
Vertex Pharmaceuticals (VRTX) )
XenoPort (XNPT)
ZymoGenetics (ZGEN)
Emerging Pharmaceuticals
Liana Moussatos, Ph.D.
Biodel (BIOD)
BioMarin Pharmaceuticals (BMRN)
Chelsea Therapeutics (CHTP)
Inspire Pharmaceuticals (ISPH)
MAP Pharmaceuticals (MAPP)
Omeros (OMER)
Sangamo BioSciences (SGMO)
United Therapeutics (UTHR)
Xoma (XOMA)
Life Sciences Tools / DX
Suspended
Affymetrix (AFFX)
Celera Corp. (CRA)
Illumina (ILMN)
Luminex Corp. (LMNX)
Qiagen N.V. (QGEN)
Quidel Corp. (QDEL)
Specialty Pharmaceuticals
Patricia Bank
Alexza Pharmaceuticals (ALXA)
Alkermes (ALKS)
Cadence Pharmaceuticals (CADX)
Durect Corp. (DRRX)
Endo Pharmaceuticals (ENDP)
Forest Laboratories (FRX)
Javelin Pharmaceuticals (JAV)
Nektar Therapeutics (NKTR)
Salix Pharmaceuticals (SLXP)
|
TECHNOLOGY
Communications Equipment
Rohit Chopra
Aruba Networks (ARUN)
Blue Coat Systems (BCSI)
Cisco Systems (CSCO)
Extreme Networks (EXTR)
F5 Networks (FFIV)
Fortinet (FTNT)
Netgear (NTGR)
NetScout (NTCT)
Plantronics (PLT)
Polycom (PLCM)
Radvision Ltd. (RVSN)
Radware Ltd. (RDWR)
Riverbed Technology (RVBD)
ShoreTel (SHOR)
Communications Technology
Suspended
Ceragon Networks (CRNT)
CEVA (CEVA)
Hittite Microwave Corp. (HITT)
Kopin Corp. (KOPN)
L.M. Ericsson Telephone Company (ERIC)
Nokia Corporation (NOK)
Palm Inc. (PALM)
PCTEL (PCTI)
Research in Motion (RIMM)
ViaSat (VSAT)
Datacenter Technologies
Kaushik Roy
3PAR (PAR)
Brocade Communications Systems (BRCD)
Compellent Technologies (CML)
EMC Corp. (EMC)
Emulex Corp. (ELX)
LSI Logic (LSI)
NetApp (NTAP)
Qlogic Corp. (QLGC)
Seagate Technology (STX)
VMware (VMW)
Western Digital Corporation (WDC)
Software: Enterprise / Application
Michael Nemeroff
Blackboard (BBBB)
Callidus Software (CALD)
Concur Technologies (CNQR)
DemandTec (DMAN)
FICO (FIC)
Kenexa (KNXA)
NetSuite Inc. (N)
Salesforce.com (CRM)
SAP AG (SAP)
SuccessFactors (SFSF)
Taleo (TLEO)
Ultimate Software (ULTI)
Software: Infrastructure
J. Derrick Wood, CFA
ATG (ARTG)
CDC Corp. (CHINA)
Chordiant Software (CHRD)
Informatica (INFA)
Keynote Systems (KEYN)
MicroStrategy (MSTR)
Open Text (OTEX)
RightNow Technologies (RNOW)
Sybase (SY)
Teradata (TDC)
Internet: Infrastructure
Kerry Rice, CPA
Akamai Technologies (AKAM)
Digital River (DRIV)
GSI Commerce (GSIC)
IAC / InterActiveCorp. (IACI)
InfoSpace (INSP)
Limelight Networks (LLNW)
Rovi (ROVI)
VeriSign (VRSN)
Financial Technology
Gil Luria
ACI Worldwide (ACIW)
Advent Software (ADVS)
CyberSource (CYBS)
Diebold (DBD)
Euronet Worldwide (EEFT)
Fundtech (FNDT)
Hypercom (HYC)
Ingenico (ING.FR)
Intuit (INTU)
Investment Technology Group (ITG)
Jack Henry & Associates (JKHY)
Micros Systems (MCRS)
NCR (NCR)
Qualstar (QBAK)
Radiant Systems (RADS)
VeriFone (PAY)
Wincor Nixdorf (WIN.DE)
Semiconductors
Patrick Wang
Betsy Van Hees
Advanced Analogic Tech. (AATI)
Advanced Micro Devices Inc. (AMD)
Atheros Communications Inc. (ATHR)
Cypress Semiconductor Corp. (CY)
Integrated Device Technology (IDTI)
Intel Corp. (INTC)
Intersil (ISIL)
Micron Technology, Inc. (MU)
Microsemi (MSCC)
Monolithic Power Systems (MPWR)
NetLogic Microsystems (NETL)
NVIDIA Corp. (NVDA)
O2Micro International Ltd. (OIIM)
OmniVision Technologies Inc. (OVTI)
ON Semiconductor (ONNN)
SanDisk Corporation (SNDK)
Silicon Motion Techologies, Inc (SIMO)
SMART Modular Technologies (SMOD)
STEC Inc. (STEC)
Texas Instruments (TXN)
Volterra Semiconductor (VLTR)
Zoran Corporation (ZRAN)
Telecommunications Software
Scott Sutherland, CFA
Amdocs Ltd. (DOX)
AsiaInfo Holdings (ASIA)
Comverse Technology (CMVT.PK)
Convergys (CVG)
CSG Systems International (CSGS)
NeuStar (NSR)
Neutral Tandem (TNDM)
Nuance Communications (NUAN)
Openwave Systems (OPWV)
Smith Micro (SMSI)
Synchronoss (SNCR)
Syniverse (SVR)
TeleCommunication Systems (TSYS)
TNS (TNS)
Ulticom (ULCM)
Wireless Equipment
Scott Sutherland, CFA
Trimble Navigation (TRMB)
Garmin International (GRMN)
|