In our previous analysis , we identified Axcelis Technologies' (NASDAQ: ACLS ) niche focus on ion implant semiconductor equipment, which accounts for 98% of its revenues. We believed this positioned the company favorably despite the relatively small market size (only 1.7% of the totalKhaveen Investments is a Macroquantamental Hedge Fund managing a portfolio of globally diversified investments. With a vested interest in hundreds of investments spanning diverse asset classes, countries, sectors, and industrie ...