Out-of-favor networking and data centers look attractive as the Nasdaq Composite index breaks new records, said Kevin Landis, whose $133.4 million Firsthand Technology Opportunities (TEFQX.O) fund is the top performing U.S. tech fund this year. Most tech investors continue to focus on wearable devices or so-called sharing economy companies such as taxi service Uber Inc or private real estate rental company Airbnb, Landis said.
Top tech fund likes data, chip shares as Nasdaq tops record source: http://finance.yahoo.com/news/top-tech-fund-likes-data-182458588.html
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