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Return: 17.2%

Assets: $3 billion

Manager: Jason Weiner, since November 2006

Top stocks: Apple ( AAPL), 6.6%, Cisco ( CSCO), 4.7%, and Qualcomm ( QCOM), 3.8%

Big winner: Verisign ( VRSN) provides Web-naming services, acting as the exclusive registrar for .com, .net, .name and few other Internet domains. It accounts for 0.9% of the portfolio, and has jumped 44% this year.

Strategy: With 177 stocks, a third of them in the top 10, and an annual turnover of 135%, Weiner is an active manager who quickly weeds out the slow performers. Computer hardware is the largest sector, at 19.2%. Next is industrial materials, at 13.5%. The portfolio includes everything from Starbucks ( SBUX), comprising 1% of the fund and up 43% this year, to Goodrich ( GR), one of the world's largest suppliers of components and services to the aeronautics industry, at 0.09% of the fund and up 36%.

The only two losers in the top 25 are Cisco ( CSCO), down 20%, and Google ( GOOG), down 7%.

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