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CLEAN TECHNOLOGY AND INDUSTRIAL GROWTH
Industrial Growth
Al Kaschalk
Kenneth Herbert
AAR Corp. (AIR)
ADA-ES (ADES)
AMCOL International (ACO)
Boeing (BA)
Casella Waste Systems (CWST)
Ceradyne (CRDN)
Clean Harbor (CLH)
Curtiss-Wright (CW)
EnergySolutions (ES)
Flanders (FLDR)
Goodrich (GR)
Headwaters (HW)
Heico Corp. (HEI)
Hexcel (HXL)
IESI-BFC Ltd. (BIN)
Perma-Fix Environmental Services (PESI)
Precision Castparts Corp. (PCP)
Primoris Services (PRIM)
Republic Services (RSG)
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)
Electrovaya (EFL TO)
EnerNOC, Inc. (ENOC)
ESCO Technologies (ESE)
Exide Technologies (XIDE)
Itron, Inc. (ITRI)
Lime Energy (LIME)
Maxwell Technologies (MXWL)
MYR Group (MYRG)
Nexxus Lighting (NEXS)
Pike Electric (PIKE)
Polypore International (PPO)
Quanta Services (PWR)
Telvent GIT, S.A. (TLVT)
Solar Technology
Christine Hersey
Ascent Solar Technologies (ASTI)
Canadian Solar (CSIQ)
Energy Conversion Devices (ENER)
Evergreen Solar (ESLR)
First Solar (FSLR)
Solarfun Power (SOLF)
SunPower (SPWRA)
Suntech Power (STP)
Trina Solar (TSL)
Yingli Green Energy (YGE)
Water and Renewable Energy Solutions
David Rose, CFA
Calgon Carbon Corporation (CCC)
Energy Recovery (ERII)
Nalco Holding Co. (NLC)
Pall Corp. (PLL)
Pentair (PNR)
Watts Water Technologies (WTS)
CONSUMER PRODUCTS AND SERVICES
Consumer Products
Rommel Dionisio
Arctic Cat (ACAT)
Avon Products (AVP)
Callaway Golf Company (ELY)
Elizabeth Arden (RDEN)
Estee Lauder (EL)
Helen of Troy Limited (HELE)
Herbalife Ltd. (HLF)
Inter Parfums, Inc. (IPAR)
NBTY (NTY)
Nu Skin Enterprises (NUS)
Polaris Industries (PII)
Regis Corp. (RGS)
Smith & Wesson (SWHC)
Sotheby's Holdings (BID)
USANA Health Sciences (USNA)
Entertainment Retail
Michael Pachter
Best Buy (BBY)
Blockbuster (BLOKA)
Coinstar (CSTR)
Netflix (NFLX)
RadioShack (RSH)
Footwear and Apparel
Camilo Lyon
Finish Line (FINL)
Skechers USA (SKX)
Under Armour (UA)
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)
Fred's (FRED)
Jo-Ann Stores (JAS)
O'Reilly Automotive (ORLY)
PetSmart (PETM)
Pier 1 Imports (PIR)
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)
Chico's FAS (CHS)
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
Carmike Cinemas (CKEC)
Cinemark Holdings (CNK)
DreamWorks Animation SKG (DWA)
IMAX (IMAX)
Regal Entertainment (RGC)
World Wrestling Entertainment (WWE)
Media
James Dix, CFA
CBS Corp. (CBS)
Entravision Communications (EVC)
Clear Channel Outdoor Holdings (CCO)
Interpublic Group (IPG)
Lamar Advertising Company (LAMR)
National CineMedia (NCMI)
News Corporation (NWSA)
Omnicom Group (OMC)
Time Warner (TWX)
Viacom (VIA/B)
WPP plc (WPPGY)
Internet, E-Commerce & Social Media
Lou Kerner
Google (GOOG)
Yahoo (YHOO)
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
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)
Amarin (AMRN)
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
Michael G. King, Jr.
Gregory Wade, Ph.D.
Y. Katherine Xu, Ph.D.
Achillion Pharmaceuticals (ACHN)
Adolor Corporation (ADLR)
Alkermes (ALKS)
Amicus Therapeutics (FOLD)
Amylin Pharmaceuticals (AMLN)
Anadys Pharmaceuticals (ANDS)
Ardea Biosciences (RDEA)
Avanir Pharmaceuticals (AVNR)
BioMimetic Therapeutics (BMTI)
Celgene Corp. (CELG)
Clinical Data, Inc. (CLDA)
CombinatoRx (CRXX)
Cubist Pharmaceuticals (CBST)
Cytokinetics (CYTK)
Delcath Systems (DCTH)
Dynavax Technologies (DVAX)
Emergent BioSolutions (EBS)
Gilead Sciences (GILD)
Halozyme Therapeutics (HALO)
Idenix Pharmaceuticals (IDIX)
InterMune (ITMN)
Ironwood Pharmaceuticals (IRWD)
MediciNova, Inc. (MNOV)
Nektar Therapeutics (NKTR)
NeurogesX (NGSX)
OncoGenex Pharmaceuticals, Inc. (OGXI)
Pharmacyclics (PCYC)
Pharmasset (VRUS)
Poniard Pharmaceuticals (PARD)
Salix Pharmaceuticals (SLXP)
Savient Pharmaceuticals (SVNT)
Trubion Pharmaceuticals (TRBN)
Vertex Pharmaceuticals (VRTX)
Vivus (VVUS)
XenoPort (XNPT)
ZymoGenetics (ZGEN)
Emerging Pharmaceuticals
Liana Moussatos, Ph.D.
Alexza Pharmaceuticals (ALXA)
Biodel (BIOD)
BioMarin Pharmaceuticals (BMRN)
Cadence Pharmaceuticals (CADX)
Chelsea Therapeutics (CHTP)
DexCom, Inc. (DXCM)
Durect Corp. (DRRX)
Endo Pharmaceuticals (ENDP)
Inspire Pharmaceuticals (ISPH)
MAP Pharmaceuticals (MAPP)
Omeros (OMER)
Sangamo BioSciences (SGMO)
United Therapeutics (UTHR)
Xoma (XOMA)
Healthcare Services - Managed Care
Sarah James
Aetna (AET)
AMERIGROUP (AGP)
Centene (CNC)
CIGNA (CI)
Coventry Health Care (CVH)
Health Net (HNT)
HealthSpring (HS)
Humana (HUM)
Molina Healthcare (MOH)
Unitedhealth Group (UNH)
Universal American (UAM)
WellCare Health Plans (WCG)
WellPoint (WLP)
Medical Diagnostics & Life Sciences Tools
Zarak Khurshid
Alere (ALR)
Cepheid (CPHD)
Genoptix (GXDX)
Quidel (QDEL)
Meridian Bioscience (VIVO)
Sequenom (SQNM)
Vermillion (VRML)
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TECHNOLOGY
Communications Equipment
Rohit Chopra
Aruba Networks (ARUN)
Blue Coat Systems (BCSI)
Cisco Systems (CSCO)
Extreme Networks (EXTR)
F5 Networks (FFIV)
Fortinet (FTNT)
Juniper Networks (JNPR)
Netgear (NTGR)
NetScout (NTCT)
Plantronics (PLT)
Polycom (PLCM)
Radvision Ltd. (RVSN)
Radware Ltd. (RDWR)
Riverbed Technology (RVBD)
ShoreTel (SHOR)
Datacenter Technologies
Kaushik Roy
3PAR (PAR)
Brocade Communications Systems (BRCD)
Compellent Technologies (CML)
EMC Corp. (EMC)
Emulex Corp. (ELX)
Hewlett-Packard Company (HPQ)
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 (FICO)
Kenexa (KNXA)
NetSuite Inc. (N)
Salesforce.com (CRM)
SAP AG (SAP)
SuccessFactors (SFSF)
Taleo (TLEO)
Ultimate Software (ULTI)
Internet & Media Technologies
Kerry Rice, CPA
Akamai Technologies (AKAM)
Digital River (DRIV)
Dolby Laboratories (DLB)
GSI Commerce (GSIC)
IAC / InterActiveCorp. (IACI)
InfoSpace (INSP)
Limelight Networks (LLNW)
Rovi (ROVI)
ValueClick (VCLK)
VeriSign (VRSN)
Financial Technology
Gil Luria
ACI Worldwide (ACIW)
Advent Software (ADVS)
CyberSource (CYBS)
Diebold (DBD)
Euronet Worldwide (EEFT)
Green Dot (GDOT)
Hypercom (HYC)
Ingenico (ING.FR)
Intuit (INTU)
Investment Technology Group (ITG)
Knight Capital Group (KCG)
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)
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-Linkage (ASIA)
Comverse Technology (CMVT.PK)
Convergys (CVG)
CSG Systems International (CSGS)
Image Sensing Systems (ISNS)
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
Garmin International (GRMN)
Nokia Corporation (NOK)
Research in Motion (RIMM)
Trimble Navigation (TRMB)
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