No. 4: NetflixNetflix ( NFLX) finally ended the debate over which shop would rise to the challenge of streaming movies. BlockBuster went bust trying and Amazon ( AMZN) still chugs along, but when Apple ( AAPL) TV and Google ( GOOG) TV had to pick a movie streaming partner, Netflix was crowned king.
The stock: The VIP status has been good for Netflix shares, which are up 208% in the past year. One note of caution: The movies available for streaming on Netflix are limited. Instant viewing is not available for most new releases, or even the bestsellers. So the thrill may not be everlasting.
No. 3: Riverbed TechnologiesRiverbed ( RVBD) was a surprising find on Google's handy stock screener. But for those of you who have been following Riverbed's sales growth and the key partnerships -- like the big one with Verizon ( VZ) -- the discovery isn't too shocking. Riverbed makes networking systems that improve the speed and efficiency of data transmission. This business of Web optimization doesn't seem to be cooling off any these days. The stock: Shares of Riverbed have more than doubled in the past year as the company raised its financial guidance four out of four times this year. The old beat-and-raise formula is a winner as long as it continues.
No. 2: Acme PacketAcme Packet ( APKT) makes networking gear that helps smooth the way for high-priority data traffic, like live video. The company has been on a tear. The stock: Shares of Acme Packet are up 320% this year, and the main driver of growth has been, well, growth. Every quarter this year, Acme Packet, like some others, has beaten Wall Street estimates and raised guidance above analysts' targets.
No. 1: IsilonIsilon ( ISLN) blew away the field this year as the top gaining tech stock of 2010. Had you ventured $1,000 of "mad money" on Isilon a year ago, you'd have a sweet $5,000 to play with right now. What does $5,000 buy, you might be wondering? Maybe a weekend in Bermuda, or his and hers Apple MacBook Pros. The stock: You knew the storage sector was hot, you also knew that cloud storage was even more scorching, but how could you have predicted EMC ( EMC) would sweep in with a $2.2 billion Isilon takeover on Nov. 15? Needless to say, the EMC move capped off a 500% run this year for Isilon. Shares of storage upstarts Compellent ( CML) and CommVault ( CVLT) have ridden on the coattails of Isilon's takeout success. --Written by Scott Moritz in New York. >To see these stocks in action, visit the 5 Tech Stock Winners portfolio on Stockpickr. >To contact this writer, click here: Scott Moritz, or email: email@example.com. To follow Scott on Twitter, go to http://twitter.com/MoritzDispatch. >To send a tip, email: firstname.lastname@example.org.