Each week, TheStreet.com Ratings compiles a list of the top five stocks in five categories -- fast-growth, all-around value, large-cap, mid-cap and small-cap -- and publishes these lists in the Ratings section of our Web site.

 

For investors who prefer the diversification offered by mutual funds to owning individual stocks, here are some of the biggest holders of the small-cap companies that were on our list as of Thursday, Dec. 6. CAM Commerce Solutions (CADA) :

 

Robeco Boston Partners Long/Short allocated about 1.16% of its total portfolio as of May 31, according to Thomson Financial.

 

LSI Industries (LYTS) :

 

Georgetowne Long/Short allocated about 4.97% of its total portfolio as of July 31, according to Thomson Financial.

 

Heartland Value Plus allocated about 2.67% of its total portfolio as of June 30, according to Thomson Financial.

 

Pericom Semiconductor (PSEM) :

 

Brazos Micro Cap allocated 1.90% of its total portfolio as of Sept. 30, according to Thomson Financial.

 

Wasatch Micro Cap allocated 1.51% of its total portfolio as of June 30, according to Thomson Financial.

 

Axsys Technologies (AXYS) :

 

Royce Discovery Fund allocated about 1.17% of its total portfolio as of June 30, according to Thomson Financial.

 

Astronics Corporation (ATRO) :

 

Touchstone Micro Cap Growth allocated 2.66% of its total portfolio as of Sept. 30, according to Thomson Financial.

 

 

Rockland Small Cap Growth allocated 2.13% of its total portfolio as of Sept. 30, according to Thomson Financial.

 

For a description of the top five small-cap companies and an explanation of their ratings, click here.

 

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