Shares of Amber Road (AMBR) are up almost 90% thus far in 2016, but the cloud-based logistics company could still climb higher, said Bill Hench, portfolio manager for the Royce Opportunity Fund (RYPNX) . Hench is also bullish on Northwest Pipe (NWPX) , up 10% year-to-date, saying the steel tube-maker is a "pure play" on U.S. infrastructure. Atlas Air Worldwide (AAWW) , up 1.4% year-to-date, is another one of Hench's top picks. He said the global transportation provider will benefit from its recent alliance with Amazon (AMZN) . Under a long-term commercial agreement, AAWW's Titan Aviation leasing unit will dry lease 20 B767-300 freighters to Amazon. Its airline subsidiary, Atlas Air, will also operate the aircraft on a crew, maintenance and insurance basis. Finally, Hench is a fan of Pittsburgh-based Tristate Capital Holdings (TSC) , which has seen its shares rise 18% thus far in 2016, far outperforming the rest of the financial sector.
More from Video
Is Renewable Energy the Defensive Stock Opportunity You're Missing
AMSC CEO discusses that and China challenges.
Takeda Pharmaceutical CEO Talks Big Pharma Trends
One of pharma's biggest CEO's talks M&A action on the exchange.
Real Money Video Wrap: Citi Surges as View of Stability Saves Sentiment
Citi overcame a mixed print to send its stock surging on Monday.
Real Money Video Wrap: Apple Rallies as Services Segment Takes Center Stage
There is a lot of Apple news to chew on Wednesday.
Are Algos Jumping on J&J Headlines?
Are machines jumping on Johnson & Johnson's human risk headlines?
Real Money's message boards are strictly for the open exchange of investment ideas among registered users. Any discussions or subjects off that topic or that do not promote this goal will be removed at the discretion of the site's moderators. Abusive, insensitive or threatening comments will not be tolerated and will be deleted. Thank you for your cooperation.
If you have questions, please contact us here.