Kemet: A Power Play

Sometimes you've got to think small to make it big. Investment manager Scott Black notes that as electronic gear gets smaller, faster, and more complex, small-cap Kemet (KEM) is in the catbird seat. Kemet's specialty: tiny capacitors--used in cell phones and computers. Kemet makes the two most widely used types: solid tantalum capacitors, where it's the top dog, and multilayer ceramic capacitors, where it's No. 2. Both are used to store, filter, and regulate electricity and current flow.

To continue reading this article you must be a Bloomberg Professional Service Subscriber.