Check this out on SCX. Read about Tru-Stone in the President's Letter. Not sure how significant, but sounds like they're seeing rapid growth. As they should with the semi sector rocking.
Funny you mention SVT, saw that one jump today to a new 52-week high. Hope some still have it. Not sure what's going on. Ugly financial results for many quarters now, excluding 1-time gains. But this guy was buying like crazy a few months ago. Why I have no clue.