C.R. Bard Inc., a leading maker of inflatable catheters used by doctors to unclog arteries, was riding high last year.

Among his big winners last quarter was Nvidia, the maker of graphics chip sets used in PCs, hand-held devices and video game players.

It is Europe's largest maker of emergency safety showers, eyebaths, facewashes and decontamination equipment, used in a variety of industries that involve the handling of hazardous substances.

Last year, BAE made headlines when it spent $4.1 billion to buy United Defense Industries, makers of the Bradley tanks used in Iraq.

Applied Biosystems is the leading maker of biotechnology instruments used for either putting together or taking apart the basic building blocks of life: D.N.A., proteins and peptides.

Research in Motion is the Canadian maker of the popular Blackberry hand-held electronic mail communication system used by 13,000 corporations.

Nikon, Japan's leading maker of equipment used to mass-produce silicon chips and an affiliate of Mitsubishi Group, declined comment.

Cynthia Rapp, a spokeswoman for Sicpa S.A., the leading maker of ink used in currencies, cited the case of two Wichita high school students who were charged with counterfeiting in 1988.

In January, Mr. Antonelli began buying shares of Fujikura, the Japanese maker of wires and cables used in electronics and fiber optics.

In early 2000, the managers bought shares of the Flowserve Corporation, a maker of pumps, valves and other components used in the chemical and power markets, at an average price of $13; they closed on Friday at $26.36.