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.

Fool contributor Andrew Tonner owns shares of Apple. Follow Andrew and all his writing on Twitter: @AndrewTonnerThe Motley Fool recommends Apple and Google. The Motley Fool owns shares of Apple and Google. 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.