Bet on these trends: Top tech investor

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Adam Jeffery | CNBC
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Kevin Landis, chief investment officer of Firsthand Capital Management, is the top-performing fund manager in the "Squawk Box" Platinum Portfolio Challenge, up 33 percent this year. Here's how he picks winning trades.

Like the real estate mantra, "location, location, location," is the core of our investment selection process: find the companies in the right place at the right time.

Indeed, having the right team is important. Paying the right price is important. But if you're on the wrong side of history ... you're history.

Case in point, my current CNBC Platinum Portfolio picks offer examples of companies on the right side of some of the most powerful trends in technology today. Below I highlight why these stocks make solid investment candidates.