Take a look at this G&K list...
Firsthand Technology Leaders Fund
June 30, 2000
GLW...Corning, Inc. 9.4%
VTSS..Vitesse Semiconductor Corp. 7.4%
WIND..Wind River Systems, Inc. 6.3%
ORCL..Oracle Corp. 5.6%
PMCS..PMC-Sierra, Inc. 5.3%
SFA...Scientific-Atlanta, Inc. 5.0%
SUNW..Sun Microsystems, Inc. 4.5%
CSCO..Cisco Systems, Inc. 3.9%
T.....AT&T Corp. 3.7%
TLAB..Tellabs, Inc. 3.3%
LU....Lucent Technologies, Inc. 3.2%
XLNX..Xilinx, Inc. 3.0%
QCOM..QUALCOMM, Inc. 2.9%
AMKR..Amkor Technology, Inc. 2.8%
AMAT..Applied Materials, Inc. 2.8%
KLAC..KLA-Tencor Corp. 408,000 2.7%
ALTR..Altera Corp. 2.6%
TER...Teradyne, Inc. 2.5%
NOK...Nokia Corp. - ADR 2.3%
IBM...International Business Machines Corp 2.3%
INTC..Intel Corp. 2.0%
TXN...Texas Instruments, Inc. 1.8%
EMC...EMC Corp. 1.8%
A.....Agilent Technologies, Inc. 1.5%
AOL...America Online, Inc. 1.5%
MSFT..Microsoft Corp. 1.2%
HWP...Hewlett-Packard Co. 1.2%
CNXT..Conexant Systems, Inc. 0.9%
The Firsthand managers have told me that they have read TRFM. This is their G&K fund. I wish they would stick to TRFM a little more closely, but they through in some non-GG companies just because they are the leader in a certain space. I mainly suggest it to family and friends who don't have, or won't take, the time to do what we do on this thread. At least you know the managers have a "Leaders" (GG)perspective. Some tech funds shift their focus from sector to sector and you never know what you might hold.
Keith |
