Nam Tai Electronics, Inc. (NYSE:NTE) was in 14 hedge funds' portfolio at the end of the first quarter of 2013. NTE has experienced an increase in activity from the world's largest hedge funds of late.
Encore Wire Corporation (NASDAQ:WIRE) was in 8 hedge funds' portfolio at the end of December. WIRE investors should pay attention to an increase in hedge fund interest recently.
The world of small-cap electronics stocks is a violent one. Being cyclical and prone to revolutions every few years, Moore's Law isn't the only thing every manufacturer has to be leery of.