By Michael Johnston, founder of
- Starent Networks (STAR) (8.7%): Provider of core technology that enables mobile operators to deliver mobile broadband services. In October, Starent agreed to be acquired by Cisco Systems (CSCO) for $35 per share.
- BJ Services (BJ) (8.3%): Provides fracturing services for major shale oil and gas operators. In August, Baker Hughes (BHI) announced it would acquire BJ Services for $5.5 billion.
- Sun Microsystems (JAVA) (7.9%): Vendor of computers, components, and IT services. In April, Sun agreed to be acquired by Oracle (ORCL).