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Technology Stocks : FSII - The Worst is Over?
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To: Donald Wennerstrom who wrote (2218)9/7/1998 3:47:00 PM
From: Mark Adams  Read Replies (1) of 2754
 
Would the data you track from these web sites show change in which institutions hold? My guess was the aggressive growth managers selling to value managers, so the % held didn't change but the motives of the holders did.

I know Third Avenue Value fund has been adding semi equips to their holdings.
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