US Silica shares will continue to climb as fracking in the U.S. continues to see double digit growth, said Jason Schrotberger, portfolio manager for the Turner Small Cap Growth Fund. Schrotberger said US Silica is one of only 3 major providers of the sand used for fracking and pricing power continues to be strong. He is also bullish on Cavium, saying the semiconductor processor will deliver a strong server chip in 2015 to compete with Intel's offering. Finally, Schrotberger is positive on Demandware, saying retailers are adopting its cloud software at a steady clip as the industry moves to an omnichannel environment.

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