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

FORBES

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

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.