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

BlackBerry CEO Talks Impact of Trump's Tariffs Among His Big Automaker Clients

BlackBerry CEO Talks Impact of Trump's Tariffs Among His Big Automaker Clients

Trump Sowing the Seeds of a 10% Stock Market Correction?

Trump Sowing the Seeds of a 10% Stock Market Correction?

Jim Cramer: Reports of Attempted Trade Truce With China Are False

Jim Cramer: Reports of Attempted Trade Truce With China Are False

Video: Here's When Investors May Start to Withstand Tough Trade Talk

Video: Here's When Investors May Start to Withstand Tough Trade Talk

Jim Cramer's Investing Rule 17: Check Hope at the Door

Jim Cramer's Investing Rule 17: Check Hope at the Door