15. LinkedIn ( LNKD)

Company profile: LinkedIn, with a market value of $11 billion, is the largest social networking company on the Internet with 100 million member-users. It has more than $500 million in cash on its balance sheet, so expansion into other areas is possible. JPMorgan analysts say: "LinkedIn has strong network effects driven by social dynamics and Internet trends. (It) has established itself as the leading career network."

Investor takeaway: Its shares are up 55% since its IPO in May 2011. Analysts give its shares three "buy" ratings, eight "buy/holds," nine "holds," and one "weak hold," according to a survey of analysts by S&P.

14. Ansys ( ANSS)

Company profile: Ansys, with a market value of $6 billion, develops, markets and supports software solutions for design analysis and optimization. JPMorgan says: "The company is trying to change how products are designed fundamentally. Instead of starting with a drawing, just outline the parameters of what you want the part/product to do and let the software solve for the design."

Investor takeaway: Its shares are up 10% this year and have a three-year, average annual return of 32%. Analysts give its shares four "buy" ratings, one "buy/hold," and nine "holds," according to a survey of analysts by S&P. S&P has it rated "hold" on a valuation basis but says the company's "software license revenue growth will average in the mid- to high teens (in terms of percentages) over the next couple of years."

13. Tibco Software ( TIBX)

Company profile: Tibco, with a market value of $6 billion, provides business integration, process management and business optimization software that enables interoperability between applications and systems. JPMorgan says the company's IT services "were built for the future in mind more than 10 years ago. The future has caught up with Tibco."

Investor takeaway: Its shares are up 35% this year and have a three-year, average annual return of 72%. Analysts give its shares four "buy" ratings, one "buy/hold," and nine "holds," according to a survey of analysts by S&P. Analysts estimate it will earn $1.18 per share this year and that will grow by 16% to $1.37 per share in 2013.

12. Trimble Navigation ( TRMB)

Company profile: Trimble, with a market value of $6.6 billion, makes satellite-based navigation, positioning and communication data devices. JPMorgan says the company "should be able to post growth for many years to come."

Investor takeaway: Its shares are up 22% this year and have a three-year, average annual return of 46%. Analysts give its shares five "buy" ratings, four "buy/holds," and four "holds," according to a survey of analysts by S&P. For fiscal 2012, analysts estimate it will earn $2.48 per share and that will grow by 18% to $2.93 per share in 2013.

11. Qlik Technologies ( QLIK)

Company profile: Qlik, with a market value of $2.6 billion, is a provider of business intelligence software, in particular, the company's software platform, QlikView, which employs analytics and search functionality. JPMorgan says it has "a 'new' approach to the age-old problem of analytics, and it does it through the unique leveraging of recent advances in computing technology."

Investor takeaway: Its shares are up 25% this year. Analysts give its shares seven "buy" ratings, five "buy/holds," five "holds," and one "sell," according to a survey of analysts by S&P. Analysts estimate it will earn 41 cents per share this year and 57 cents in 2013.

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