Tech's March Madness is coming. What to buy

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With tech stocks heading into their March Madness season of traditional strength, analysts say that stock plays on the Apple ecosystem and the so-called "Internet of Things" are the top buys in the sector.

"The broader market is investing in technology," said Doug Cote, chief market strategist at Voya Investment Management. It's a "cycle that's only going to accelerate as we move to cloud (computing). … This tech cycle is new and different because of cloud computing, mobile and the Internet of Things."