Sectors With The Most Picks

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Semiconductors and Semiconductor Equipment

Outperform
Ticker	Company Name	Pick Date	Score
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AIXG	Aixtron AG (ADR)	3/17/2008	+197.03
MPWR	Monolithic Power Systems, Inc.	10/31/2006	+120.10
SWKS	Skyworks Solutions, Inc.	10/3/2006	+93.31
RFMD	RF Micro Devices, Inc.	2/1/2008	+52.34
ATHR	Atheros Communications, Inc.	1/30/2007	+33.77
ATML	Atmel Corp	2/5/2008	+33.61
SMTL	Semitool, Inc.	10/6/2009	+30.52
TQNT	TriQuint Semiconductor	2/9/2007	+30.02
ASML	ASML Holding N.V. (ADR)	10/9/2007	+23.13
HITT	Hittite Microwave Corp	7/30/2007	+12.67
TXN	Texas Instruments, Inc.	12/12/2006	+7.62
CAVM	Cavium Networks, Inc.	1/2/2008	+6.25
KOPN	Kopin Corp	11/14/2009	+4.83
TWLL	Techwell, Inc.	11/18/2009	+3.85
BRCM	Broadcom Corp	2/9/2007	+2.54
MSCC	Microsemi Corp	11/14/2009	+1.14
CYMI	Cymer, Inc.	7/27/2007	+0.34
ISSI	Integrated Silicon Solution, Inc.	1/31/2007	-2.16
ONNN	ON Semiconductor Corp.	2/2/2007	-3.17
NVLS	Novellus Systems, Inc.	10/24/2007	-3.35
UCTT	Ultra Clean Holdings, Inc.	10/6/2009	-3.78
MRVL	Marvell Technology Group Ltd.	2/27/2007	-3.95
CRUS	Cirrus Logic, Inc.	7/24/2008	-5.18
WEDC	White Electronic Designs Corp	5/10/2007	-5.66
VIRL	Virage Logic Corp	7/9/2007	-7.00
OVTI	OmniVision Technologies, Inc.	5/29/2009	-8.42
LRCX	Lam Research Corp	1/18/2007	-9.44
INTC	Intel Corp	3/18/2009	-12.05
AEIS	Advanced Energy Industries, Inc.	10/26/2006	-13.85
KLAC	KLA-Tencor Corp	10/25/2006	-14.03
CAMD	California Micro Devices	12/15/2006	-14.68
COHU	Cohu, Inc.	7/23/2009	-23.52
IXYS	IXYS Corp	9/26/2009	-24.14
SMSC	Standard Microsystems Corp	9/7/2007	-28.27
MSPD	Mindspeed Technologies, Inc.	10/31/2006	-30.47
OIIM	O2Micro International Limited (ADR)	2/1/2007	-31.59
SIGM	Sigma Designs, Inc.	5/1/2007	-31.84
BRKS	Brooks Automation, Inc.(USA)	11/10/2006	-32.72
VRGY	Verigy Ltd.	8/8/2007	-32.99
ATMI	ATMI, Inc.	2/8/2007	-35.73
AXTI	AXT, Inc.	10/31/2006	-35.81
ZRAN	Zoran Corp	10/23/2007	-36.21
TRID	Trident Microsystems, Inc.	10/7/2009	-38.03
AATI	Advanced Analogic Technologies, Inc.rp.	5/23/2007	-39.91
FORM	FormFactor, Inc.	10/26/2006	-40.67
MEMS	Memsic	2/29/2008	-41.92
IKAN	Ikanos Communications, Inc.	10/26/2007	-49.90
MTSN	Mattson Technology, Inc.	10/25/2007	-50.14
CSCD	Cascade Microtech, Inc.	3/12/2007	-51.44
WFR	MEMC Electronic Materials, Inc.	1/27/2007	-57.85
LDK	LDK Solar Co., Ltd.	9/12/2007	-64.67
SIMO	Silicon Motion Technology Corp. (ADR)	1/11/2007	-66.19
EMKR	EMCORE Corp	11/7/2006	-67.65
ASYT	Asyst Technologies, Inc.	2/2/2007	-80.17