Raytheon makes the list, as does Tyson Foods and St. Jude Medical . But there are also Ironwood Pharmaceuticals and Equinix, a website hosting company.
"Data traffic is growing no matter what the economy does," Kestenbaum said of Equinix . "As data traffic goes up, demand for services keep increasing." The company is even hiring more salespeople, he said. "You will see incredible growth in this operation," said Kestenbaum, who has a "buy" rating on the stock.