We're all aware of the sea change that the introduction of smartphones and tablets brought with it. Yet we're still in the early phases of this broad-based trend in many ways. Telecom equipment juggernaut Ericsson recently published a study saying the number of connected devices is still set to triple from today's levels by 2018. Of course, this brings with it immense opportunity for savvy investors, so where does the opportunity lay? Fool contributor Andrew Tonner suggests a few potential winners in this video.