Apple is primarily a consumer-oriented company with little presence in the enterprise PC sector, where computer makers like Dell, H-P and Lenovo dominate the business notebook market.

FORBES: Apple Just A Nibbler Into HP And Dell

Among the picks the fund still holds are Concord EFS, which processes electronic transactions, and NCR, which makes bank teller machines, cash registers and computer systems for data warehouses (see story, p. 70).

FORBES: Learning From an Icon

German prosecutors named H-P in a criminal bribery case against a current and two former employees, potentially exposing the computer maker to fines.

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