Besides biotech, gurus were also buying new positions in software companies, most notably Shanda Interactive Entertainment and Epicor Software.

FORBES

Sage, like most other larger software vendors ( Microsoft, Salesforce.com, SAP, Epicor, Macola, etc.), are downright giddy over the mobile application future.

FORBES: For Most Businesses, The iPhone Doesn't Matter

And software and consulting firms like Intuitive ERP and Epicor are helping manufacturers change their internal processes to create more products from less space and using less resources, particularly people.

FORBES: 9.2% Unemployment? Blame Microsoft.

Besides biotech, gurus were also buying new positions in software companies, most notably Shanda Interactive Entertainment (nasdaq: SNDA - news - people ) and Epicor Software (nasdaq: EPIC - news - people ).

FORBES: Gurus Buy Biotech And Software, Sell Health Care