Recommended by: David Eiswert, manager of the T. Rowe Price Global Technology Fund (PRGTX), ranked No. 12 by Bloomberg Rankings

Likes it because: Demand for Informatica's (INFA) data extraction tools will increase as Fortune 1000 companies recognize they can use the ability to take data from one format and process and analyze it in different formats in day-to-day production, not only for special projects. If these tools were to be widely used in production, the market for them would expand multifold, says Eiswert. Although the stock isn't cheap, it isn't trading at the premium it could be if more Wall Street strategists understood its prospects, he says.

The stock's year-to-date performance through Oct. 15: +43.3 percent