3 Transformational Technologies

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

In "The Next Great Growth Cycle," Mark Mills says three transformational technologies will power the economy forward: big data, connectivity, and computational manufacturing. As the power of computing has grown and the cost dropped, data are everywhere, creating huge opportunities. For example, "demand response" company EnerNOC collects and analyzes electricity data from the grid to prevent blackouts. Companies like Splunk offer big data analytical services -- which is expected to be a $20 billion industry. And we're all connected, from fiber optics to wireless routers. So as data streams increase, connectivity will be a challenge. That’s why John and David own shares of Infinera, which makes optical networking equipment that can handle the upcoming loads. The final area Mills sees is computational manufacturing. This is a huge area where design and manufacturing techniques come together to push the boundaries of both. Imagine Boeing being able to utilize 3-D printing to print an entire wing of an aircraft. Or printing a replacement part for your dishwasher using a Stratasys printer in your home. These are just some of the areas where we are looking for great investment ideas.

The amount of data we store every year is growing by a mind-boggling 60% annually! To makes sense of this trend and pick out a winner, The Motley Fool has compiled a new report called The Only Stock You Need To Profit From the NEW Technology Revolution. The report highlights a company that has gained 300% since first recommended by Fool analysts but still has plenty of room left to run. Thousands have requested access to this special free report, and now you can access it today at no cost. To get instant access to the names of this company transforming the IT industry, click here -- it's free.

David Meier owns shares of Infinera. John Reeves has no positions in the stocks mentioned above. The Motley Fool owns shares of EnerNOC and Infinera. Motley Fool newsletter services recommend EnerNOC, Infinera , and Stratasys. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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