As tech stocks stall, these names may break out


Technology, one of the hottest areas in the six-year bull market, has hit a standstill in 2015. But as the sector stalls, the opportunity may lie in individual names.

So far this year, the S&P technology sector is up only 2 percent, on pace for its smallest annual increase since 2011.

However, underneath that feeble gain, a quarter of the stocks in the S&P technology group are up at least 10 percent for 2015.

So how do you invest in tech?

Lew Piantedosi, a Morningstar five-star rated portfolio manager at Eaton Vance Management with $13 billion in assets under management, says it's time to get selective, focusing on secular trends like mobile, network security and electronic payments.