Thomas Weisel: Favorite Basic Materials Stocks We’re Holding

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

  • Amyris, Inc. (NASDAQ:AMRS): On 6/30/11 Thomas Weisel Partners Asset Management LLC reported holding 107,977 shares with a market value of $3,033,074. This comprised 0.92% of the total portfolio. On 9/30/11, Thomas Weisel Partners Asset Management LLC held 107,977 shares with a market value of $2,186,534. This comprised 0.76% of the total portfolio. The net change in shares for this position over the two quarters is 0,000. About the company: Amyris, Inc. is a renewable products company. The Company provides alternatives to select petroleum-sourced products used in specialty chemical and transportation fuel markets worldwide. Amyris is developing Brazilian sugarcane as its primary feedstock.
  • Actuant Corporation (NYSE:ATU): On 6/30/11 Thomas Weisel Partners Asset Management LLC reported holding 68,057 shares with a market value of $1,825,969. This comprised 0.55% of the total portfolio. On 9/30/11, Thomas Weisel Partners Asset Management LLC held 107,468 shares with a market value of $2,122,493. This comprised 0.74% of the total portfolio. The net change in shares for this position over the two quarters is 39,411. About the company: Actuant Corporation manufactures and markets a broad range of industrial products and systems. The Company sells branded, specialized electrical and industrial tools to hydraulic and electrical wholesale distributors, to catalog houses, and through retail distribution channels. Actuant also designs and markets customized motion control systems for original equipment manufacturers.
  • Kaiser Aluminum Corporation (NASDAQ:KALU): On 6/30/11 Thomas Weisel Partners Asset Management LLC reported holding 15,811 shares with a market value of $863,597. This comprised 0.26% of the total portfolio. On 9/30/11, Thomas Weisel Partners Asset Management LLC held 21,823 shares with a market value of $966,322. This comprised 0.34% of the total portfolio. The net change in shares for this position over the two quarters is 6,012. About the company: Kaiser Aluminum Corporation produces alumina, primary aluminum, and fabricated aluminum products. The Company also supplies alumina and primary aluminum in domestic and international markets.

(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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