Fund Spotlight: 3 Top Capital Goods Stock Holdings of Thomas Weisel

Following is information on Thomas Weisel Partners Asset Management LLC’s top holdings in the Capital Goods sector.

  • BE Aerospace, Inc. (NASDAQ:BEAV): On 6/30/11 Thomas Weisel Partners Asset Management LLC reported holding 51,055 shares with a market value of $2,083,555. This comprised 0.63% of the total portfolio. On 9/30/11, Thomas Weisel Partners Asset Management LLC held 79,500 shares with a market value of $2,632,245. This comprised 0.91% of the total portfolio. The net change in shares for this position over the two quarters is 28,445. About the company: BE Aerospace, Inc. manufactures interior products for commercial and general aviation aircraft cabins. The Company serves major airlines and various general aviation customers and airframe manufacturers. Products include a variety of aircraft seating products, food and beverage preparation and storage equipment, cabin interior structures, and oxygen delivery systems.
  • Sodastream (NASDAQ:SODA): On 6/30/11 Thomas Weisel Partners Asset Management LLC reported holding 24,925 shares with a market value of $1,515,689. This comprised 0.46% of the total portfolio. On 9/30/11, Thomas Weisel Partners Asset Management LLC held 40,857 shares with a market value of $1,350,324. This comprised 0.47% of the total portfolio. The net change in shares for this position over the two quarters is 15,932. About the company: SodaStream International Ltd. manufactures home beverage carbonation systems, which enable consumers to transform tap water into carbonated soft drinks and sparkling water. The Company develops, manufactures and sells soda makers and exchangeable carbon-dioxide (CO2) cylinders, as well as consumables, consisting of CO2 refills, reusable carbonation bottles, and flavors.
  • Lindsay Corporation (NYSE:LNN): On 6/30/11 Thomas Weisel Partners Asset Management LLC reported holding 11,400 shares with a market value of $784,320. This comprised 0.24% of the total portfolio. On 9/30/11, Thomas Weisel Partners Asset Management LLC held 25,082 shares with a market value of $1,349,412. This comprised 0.47% of the total portfolio. The net change in shares for this position over the two quarters is 13,682. About the company: Lindsay Corporation manufactures and markets center pivot and lateral move irrigation equipment, as well as large diameter steel tubing, for use to irrigate agricultural crops. The Company also provides outsourced manufacturing and production services to original equipment manufacturers in the United States.

(Note: Data regarding Thomas Weisel Partners Asset Management LLC’s stock holdings are sourced from whalewisdom.com.  All data are assumed to be accurate.)

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