 |
Coverage List By Industry
| Basic Materials |
| Simpson Manufacturing Co. Inc.* |
SSD |
Steven Chercover, CFA |
| Universal Forest Products Inc.* |
UFPI |
Steven Chercover, CFA |
| |
| Metalico Inc.* |
MEA |
Brent Thielman |
| Schnitzer Steel Industries* |
SCHN |
Brent Thielman |
| Sims Metal Management Limited* |
SMS |
Brent Thielman |
| |
| Buckeye Technologies Inc.* |
BKI |
Steven Chercover, CFA |
| Clearwater Paper Corp.* |
CLW |
Steven Chercover, CFA |
| Domtar Corp.* |
UFS |
Steven Chercover, CFA |
| Greif, Inc.* |
GEF |
Steven Chercover, CFA |
| International Paper* |
IP |
Steven Chercover, CFA |
| KapStone Paper & Packaging Corp.* |
KS |
Steven Chercover, CFA |
| Louisiana-Pacific Corporation* |
LPX |
Steven Chercover, CFA |
| P.H. Glatfelter Company* |
GLT |
Steven Chercover, CFA |
| Packaging Corp. of America* |
PKG |
Steven Chercover, CFA |
| Plum Creek Timber Company* |
PCL |
Steven Chercover, CFA |
| Potlatch Corporation* |
PCH |
Steven Chercover, CFA |
| Rayonier, Inc.* |
RYN |
Steven Chercover, CFA |
| Rock-Tenn Co.* |
RKT |
Steven Chercover, CFA |
| Sonoco Products Co.* |
SON |
Steven Chercover, CFA |
| Weyerhaeuser Company* |
WY |
Steven Chercover, CFA |
| |
| |
| Capital Goods/Industrials |
| AAR Corp.* |
AIR |
J.B. Groh, CFA |
| BE Aerospace Inc.* |
BEAV |
J.B. Groh, CFA |
| Boeing Company (The)* |
BA |
J.B. Groh, CFA |
| Ducommun Inc.* |
DCO |
J.B. Groh, CFA |
| Esterline Technologies* |
ESL |
J.B. Groh, CFA |
| Garmin Ltd.* |
GRMN |
J.B. Groh, CFA |
| Goodrich Corporation* |
GR |
J.B. Groh, CFA |
| HEICO Corporation Class A* |
HEI/A |
J.B. Groh, CFA |
| Moog Inc.* |
MOG'A |
J.B. Groh, CFA |
| Precision Castpasts Corp.* |
PCP |
J.B. Groh, CFA |
| TransDigm Group Incorporated* |
TDG |
J.B. Groh, CFA |
| Triumph Group, Inc.* |
TGI |
J.B. Groh, CFA |
| Woodward Inc.* |
WWD |
J.B. Groh, CFA |
| |
| Cascade Corporation* |
CASC |
J.B. Groh, CFA |
| Greenbrier Companies (The)* |
GBX |
J.B. Groh, CFA |
| Navistar International Corp.* |
NAV |
J.B. Groh, CFA |
| PACCAR* |
PCAR |
J.B. Groh, CFA |
| |
| |
| Consumer |
| A.T. Cross Company* |
ATX |
Andrew Burns, CFA |
| Black Diamond, Inc.* |
BDE |
Andrew Burns, CFA |
| Callaway Golf Co.* |
ELY |
Andrew Burns, CFA |
| Columbia Sportswear Company* |
COLM |
Andrew Burns, CFA |
| Gildan Activewear Inc.* |
GIL |
Andrew Burns, CFA |
| Hanesbrands Inc.* |
HBI |
Andrew Burns, CFA |
| Jarden Corporation* |
JAH |
Andrew Burns, CFA |
| lululemon athletica inc.* |
LULU |
Andrew Burns, CFA |
| Nike Inc.* |
NKE |
Andrew Burns, CFA |
| Pacific Sunwear of California Inc.* |
PSUN |
Andrew Burns, CFA |
| Quiksilver, Inc.* |
ZQK |
Andrew Burns, CFA |
| Skullcandy, Inc.* |
SKUL |
Andrew Burns, CFA |
| Under Armour, Inc.* |
UA |
Andrew Burns, CFA |
| V.F. Corporation* |
VFC |
Andrew Burns, CFA |
| Wolverine World Wide Inc.* |
WWW |
Andrew Burns, CFA |
| Zumiez Inc.* |
ZUMZ |
Andrew Burns, CFA |
| |
| Beam Inc.* |
BEAM |
Timothy Ramey, CFA |
| Brown-Forman Inc. B* |
BF-B |
Timothy Ramey, CFA |
| Constellation Brands Inc.* |
STZ |
Timothy Ramey, CFA |
| |
| Corn Products International Inc.* |
CPO |
Timothy Ramey, CFA |
| Diamond Foods, Inc.* |
DMND |
Timothy Ramey, CFA |
| Flowers Foods Inc.* |
FLO |
Timothy Ramey, CFA |
| Hormel Foods Corporation* |
HRL |
Timothy Ramey, CFA |
| Kellogg Company* |
K |
Timothy Ramey, CFA |
| Sara Lee Corp.* |
SLE |
Timothy Ramey, CFA |
| Smithfield Foods Inc.* |
SFD |
Timothy Ramey, CFA |
| Tyson Foods, Inc.* |
TSN |
Timothy Ramey, CFA |
| |
| Ensign Group, Inc. (The)* |
ENSG |
James Bellessa, CFA |
| Skilled Healthcare Group Inc.* |
SKH |
James Bellessa, CFA |
| |
| Balchem Corporation* |
BCPC |
Timothy Ramey, CFA |
| Herbalife Ltd.* |
HLF |
Timothy Ramey, CFA |
| Mead Johnson Nutrition Company* |
MJN |
Timothy Ramey, CFA |
| Nu Skin Enterprises Inc.* |
NUS |
Timothy Ramey, CFA |
| Omega Protein Corp.* |
OME |
Timothy Ramey, CFA |
| Schiff Nutrition International Inc.* |
WNI |
Timothy Ramey, CFA |
| USANA Health Sciences Inc.* |
USNA |
Timothy Ramey, CFA |
| |
| Ambassadors Group, Inc.* |
EPAX |
James Bellessa, CFA |
| |
| |
| Financial Services |
| Bank of Hawaii Corporation* |
BOH |
Jeffrey Rulis |
| Bank of Marin Bancorp.* |
BMRC |
Jeffrey Rulis |
| Banner Corp.* |
BANR |
Jeffrey Rulis |
| BBCN Bancorp Inc.* |
BBCN |
Gary Tenner, CFA |
| Cascade Bancorp.* |
CACB |
Jeffrey Rulis |
| Cathay General Bancorp* |
CATY |
Gary Tenner, CFA |
| City National Corporation* |
CYN |
Gary Tenner, CFA |
| CoBiz Financial Inc* |
COBZ |
Gary Tenner, CFA |
| Columbia Banking System Inc.* |
COLB |
Jeffrey Rulis |
| Comerica Incorporated* |
CMA |
Gary Tenner, CFA |
| CVB Financial Corp.* |
CVBF |
Gary Tenner, CFA |
| Eagle Bancorp.* |
EBMT |
Jeffrey Rulis |
| East West Bancorp, Inc.* |
EWBC |
Gary Tenner, CFA |
| First California Financial Group, Inc.* |
FCAL |
Gary Tenner, CFA |
| First Interstate BancSystem, Inc.* |
FIBK |
Jeffrey Rulis |
| First Pactrust Bancorp Inc.* |
BANC |
Gary Tenner, CFA |
| Glacier Bancorp.* |
GBCI |
Jeffrey Rulis |
| Hanmi Financial Corporation* |
HAFC |
Gary Tenner, CFA |
| Heritage Commerce Corp.* |
HTBK |
Gary Tenner, CFA |
| Heritage Financial Corp.* |
HFWA |
Jeffrey Rulis |
| Home Federal Bancorp Inc.* |
HOME |
Jeffrey Rulis |
| Pacific Continental Corp.* |
PCBK |
Jeffrey Rulis |
| PacWest Bancorp* |
PACW |
Gary Tenner, CFA |
| Preferred Bank* |
PFBC |
Gary Tenner, CFA |
| PremierWest Bancorp.* |
PRWT |
Jeffrey Rulis |
| Prosperity Bancshares Inc.* |
PB |
Gary Tenner, CFA |
| Sterling Financial Corp.* |
STSA |
Jeffrey Rulis |
| SVB Financial Group* |
SIVB |
Gary Tenner, CFA |
| Texas Capital BancShares Inc.* |
TCBI |
Gary Tenner, CFA |
| TriCo Bancshares* |
TCBK |
Jeffrey Rulis |
| Umpqua Holdings Corporation* |
UMPQ |
Jeffrey Rulis |
| Viewpoint Financial Group* |
VPFG |
Gary Tenner, CFA |
| Washington Banking Co.* |
WBCO |
Jeffrey Rulis |
| Washington Federal* |
WAFD |
Jeffrey Rulis |
| West Coast Bancorp.* |
WCBO |
Jeffrey Rulis |
| Western Alliance Bancorporation* |
WAL |
Gary Tenner, CFA |
| Wilshire Bancorp, Inc.* |
WIBC |
Gary Tenner, CFA |
| Zions Bancorporation* |
ZION |
Gary Tenner, CFA |
| |
| ACI Worldwide Inc.* |
ACIW |
John Kraft, CFA |
| Bottomline Technologies* |
EPAY |
John Kraft, CFA |
| Cardtronics Inc.* |
CATM |
John Kraft, CFA |
| Coinstar Inc.* |
CSTR |
John Kraft, CFA |
| Concur Technologies Inc.* |
CNQR |
John Kraft, CFA |
| Deluxe Corporation* |
DLX |
John Kraft, CFA |
| Euronet Worldwide Inc.* |
EEFT |
John Kraft, CFA |
| FIS* |
FIS |
John Kraft, CFA |
| Fiserv, Inc* |
FISV |
John Kraft, CFA |
| Green Dot Corporation* |
GDOT |
John Kraft, CFA |
| Jack Henry & Associates, Inc.* |
JKHY |
John Kraft, CFA |
| Lender Processing Services, Inc.* |
LPS |
John Kraft, CFA |
| NetSpend Holdings Inc.* |
NTSP |
John Kraft, CFA |
| Online Resources Corporation* |
ORCC |
John Kraft, CFA |
| Western Union Co.* |
WU |
John Kraft, CFA |
| |
| Investors Real Estate Trust* |
IRET |
James Bellessa, CFA |
| |
| |
| Infrastructure |
| Acuity Brands, Inc.* |
AYI |
Brent Thielman |
| Apogee Enterprises Inc.* |
APOG |
Brent Thielman |
| AZZ incorporated* |
AZZ |
Brent Thielman |
| Commercial Metals Company* |
CMC |
Brent Thielman |
| Eagle Materials, Inc.* |
EXP |
Brent Thielman |
| General Cable Corp.* |
BGC |
Brent Thielman |
| Hubbell Incorporated* |
HUB.B |
Brent Thielman |
| L.B. Foster Co.* |
FSTR |
Brent Thielman |
| Martin Marietta Materials Inc.* |
MLM |
Brent Thielman |
| Mueller Water Products, Inc.* |
MWA |
Brent Thielman |
| Northwest Pipe* |
NWPX |
Brent Thielman |
| Powell Industries Inc.* |
POWL |
Brent Thielman |
| Texas Industries Inc.* |
TXI |
Brent Thielman |
| Valmont Industries, Inc.* |
VMI |
Brent Thielman |
| Vulcan Materials Company* |
VMC |
Brent Thielman |
| |
| AECOM Technology Corporation* |
ACM |
John Rogers, CFA |
| Babcock & Wilcox Company (The)* |
BWC |
John Rogers, CFA |
| Chicago Bridge & Iron* |
CBI |
John Rogers, CFA |
| Comfort Systems USA Inc.* |
FIX |
John Rogers, CFA |
| Dycom Industries Inc.* |
DY |
John Rogers, CFA |
| EMCOR Group, Inc.* |
EME |
John Rogers, CFA |
| Fluor Corporation* |
FLR |
John Rogers, CFA |
| Foster Wheeler AG* |
FWLT |
John Rogers, CFA |
| Granite Construction, Inc.* |
GVA |
John Rogers, CFA |
| Great Lakes Dredge & Dock Corp.* |
GLDD |
John Rogers, CFA |
| Jacobs Engineering Group* |
JEC |
John Rogers, CFA |
| KBR, Inc.* |
KBR |
John Rogers, CFA |
| Layne Christensen Co.* |
LAYN |
John Rogers, CFA |
| MasTec Inc.* |
MTZ |
John Rogers, CFA |
| McDermott International Inc.* |
MDR |
John Rogers, CFA |
| Orion Marine Group, Inc.* |
ORN |
John Rogers, CFA |
| Primoris Services Corporation* |
PRIM |
John Rogers, CFA |
| Quanta Services Inc.* |
PWR |
John Rogers, CFA |
| Shaw Group (The)* |
SHAW |
John Rogers, CFA |
| Stantec Inc.* |
STN |
John Rogers, CFA |
| Sterling Construction Co. Inc.* |
STRL |
John Rogers, CFA |
| Tetra Tech Inc.* |
TTEK |
John Rogers, CFA |
| Tutor Perini Corp.* |
TPC |
John Rogers, CFA |
| UniTek Global Services, Inc.* |
UNTK |
John Rogers, CFA |
| URS Corporation* |
URS |
John Rogers, CFA |
| Willbros Group, Inc.* |
WG |
John Rogers, CFA |
| |
| ALLETE Inc.* |
ALE |
James Bellessa, CFA |
| Alliant Energy Corporation* |
LNT |
James Bellessa, CFA |
| Avista Corp.* |
AVA |
James Bellessa, CFA |
| Black Hills Corporation* |
BKH |
James Bellessa, CFA |
| Great Plains Energy Incorporated* |
GXP |
James Bellessa, CFA |
| Hawaiian Electric Industries, Inc.* |
HE |
James Bellessa, CFA |
| IDACORP, Inc.* |
IDA |
James Bellessa, CFA |
| Integrys Energy Group, Inc.* |
TEG |
James Bellessa, CFA |
| ITC Holdings Corp.* |
ITC |
James Bellessa, CFA |
| MDU Resources* |
MDU |
James Bellessa, CFA |
| MGE Energy, Inc.* |
MGEE |
James Bellessa, CFA |
| Northwest Natural Gas Co.* |
NWN |
James Bellessa, CFA |
| Northwestern Corp.* |
NWE |
James Bellessa, CFA |
| Otter Tail Corporation* |
OTTR |
James Bellessa, CFA |
| Portland General Electric* |
POR |
James Bellessa, CFA |
| Questar Corporation* |
STR |
James Bellessa, CFA |
| UniSource Energy Corporation* |
UNS |
Mike Bates |
| Westar Energy, Inc.* |
WR |
James Bellessa, CFA |
| Wisconsin Energy Corporation* |
WEC |
James Bellessa, CFA |
| Xcel Energy Inc.* |
XEL |
James Bellessa, CFA |
| |
| |
| Technology |
| ATMI Inc.* |
ATMI |
Avinash Kant, Ph.D. |
| AXT, Inc.* |
AXTI |
Avinash Kant, Ph.D. |
| Cabot Microelectronics Corp.* |
CCMP |
Avinash Kant, Ph.D. |
| Ceradyne, Inc.* |
CRDN |
Avinash Kant, Ph.D. |
| Cree, Inc.* |
CREE |
Avinash Kant, Ph.D. |
| Dynamic Materials Corp.* |
BOOM |
Avinash Kant, Ph.D. |
| Entegris, Inc.* |
ENTG |
Avinash Kant, Ph.D. |
| Hexcel Corp.* |
HXL |
Avinash Kant, Ph.D. |
| II-VI Inc.* |
IIVI |
Avinash Kant, Ph.D. |
| IPG Photonics Corporation* |
IPGP |
Avinash Kant, Ph.D. |
| Materion Corporation* |
MTRN |
Avinash Kant, Ph.D. |
| Polypore International Inc.* |
PPO |
Avinash Kant, Ph.D. |
| Rogers Corp.* |
ROG |
Avinash Kant, Ph.D. |
| RTI International Metals, Inc.* |
RTI |
Avinash Kant, Ph.D. |
| Rubicon Technology, Inc.* |
RBCN |
Avinash Kant, Ph.D. |
| Titanium Metals Corp.* |
TIE |
Avinash Kant, Ph.D. |
| Zoltek Companies Inc.* |
ZOLT |
Avinash Kant, Ph.D. |
| |
| ANADIGICS, Inc.* |
ANAD |
Aalok Shah |
| ARM Holdings plc* |
ARMH |
Aalok Shah |
| Avago Technologies Limited* |
AVGO |
Aalok Shah |
| Aviat Networks, Inc.* |
AVNW |
Aalok Shah |
| Broadcom Corporation* |
BRCM |
Aalok Shah |
| Cavium Networks, Inc.* |
CAVM |
Aalok Shah |
| Ceragon Networks Ltd.* |
CRNT |
Aalok Shah |
| Entropic Communications, Inc.* |
ENTR |
Aalok Shah |
| Hittite Microwave Corporation* |
HITT |
Aalok Shah |
| Marvell Technology Group Ltd.* |
MRVL |
Aalok Shah |
| ON Semiconductor Corporation* |
ONNN |
Aalok Shah |
| QUALCOMM Inc.* |
QCOM |
Aalok Shah |
| RadiSys Corporation* |
RSYS |
Aalok Shah |
| RDA Microelectronics, Inc.* |
RDA |
Aalok Shah |
| RF Micro Devices, Inc.* |
RFMD |
Aalok Shah |
| Skyworks Solutions, Inc.* |
SWKS |
Aalok Shah |
| TriQuint Semiconductor, Inc.* |
TQNT |
Aalok Shah |
| |
| Akamai Technologies Inc.* |
AKAM |
Donna Jaegers, CFA |
| Limelight Networks, Inc.* |
LLNW |
Donna Jaegers, CFA |
| |
| Applied Materials, Inc.* |
AMAT |
Tom Diffely, CFA |
| Electro Scientific Industries, Inc.* |
ESIO |
Tom Diffely, CFA |
| FEI Company* |
FEIC |
Tom Diffely, CFA |
| FormFactor Inc.* |
FORM |
Tom Diffely, CFA |
| Kulicke and Soffa Industries Inc.* |
KLIC |
Tom Diffely, CFA |
| LTX-Credence Corporation * |
LTXC |
Tom Diffely, CFA |
| MKS Instruments Inc.* |
MKSI |
Tom Diffely, CFA |
| Nanometrics Incorporated* |
NANO |
Tom Diffely, CFA |
| Novellus Systems, Inc.* |
NVLS |
Tom Diffely, CFA |
| Photronics Inc.* |
PLAB |
Tom Diffely, CFA |
| Rudolph Technologies, Inc.* |
RTEC |
Tom Diffely, CFA |
| Teradyne, Inc.* |
TER |
Tom Diffely, CFA |
| Ultratech, Inc.* |
UTEK |
Tom Diffely, CFA |
| |
| Cadence Design Systems, Inc.* |
CDNS |
Tom Diffely, CFA |
| Mentor Graphics Corporation* |
MENT |
Tom Diffely, CFA |
| PDF Solutions, Inc.* |
PDFS |
Tom Diffely, CFA |
| Synopsys, Inc.* |
SNPS |
Tom Diffely, CFA |
| |
| AboveNet, Inc.* |
ABVT |
Donna Jaegers, CFA |
| Cbeyond, Inc.* |
CBEY |
Donna Jaegers, CFA |
| CenturyLink, Inc.* |
CTL |
Donna Jaegers, CFA |
| Cogent Communications Group Inc.* |
CCOI |
Donna Jaegers, CFA |
| Consolidated Communications Hldgs Inc.* |
CNSL |
Donna Jaegers, CFA |
| EarthLink, Inc.* |
ELNK |
Donna Jaegers, CFA |
| Frontier Communications Corp.* |
FTR |
Donna Jaegers, CFA |
| Hawaiian Telcom Holdco, Inc.* |
HCOM |
Donna Jaegers, CFA |
| Level 3 Communications, Inc.* |
LVLT |
Donna Jaegers, CFA |
| Lumos Networks Corp.* |
LMOS |
Donna Jaegers, CFA |
| tw telecom inc.* |
TWTC |
Donna Jaegers, CFA |
| Windstream Corporation* |
WIN |
Donna Jaegers, CFA |
| |
| |
| * D.A. Davidson & Co. makes a market in this security. |
|
RESEARCH
|
|
 |