This year has been an incredible year for technology firms, as they were able to generate big returns. David Meier thinks this year will be a big one for the Web of Things. And he believes Apple (NASDAQ:AAPL), Yelp (NYSE:YELP), and InvenSense (NYSE:INVN) will be beneficiaries of this big trend.

In the video, Dave provides more detail on the Web of Things. He then shows which types of companies will benefit. The video concludes with a discussion of the stock ideas presented.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.