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Top investor Winblad gives her favorite tech picks

The Amazon Fulfillment Centre in Hemel Hempstead, England.
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The Amazon Fulfillment Centre in Hemel Hempstead, England.

Venture capital investor Ann Winblad, who won the Squawk Box Platinum Portfolio competition last year, believes cloud computing presents some of the biggest investment opportunities for her 2016 model portfolio.

"While we have been talking about the cloud for some time, large enterprises were in an awkward tween stage — somewhere between the old and new world, with in truth only a small percentage of their software on the cloud," she told CNBC Pro.

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Here are the names and why she's buying them in her own words.