Small-cap managers have been adding Tech and Health Care and selling Financials over the last few months based upon the largest positive and negative changes in the most widely held small-caps. Rising Tech ownership is occurring most in RFMD, TIVO, DDUP, ARST, STEC, PEGA and ITWO. Health Care names being added include OPTR, HALO, DXCM and OSIR.
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