Top Manager: Invest in The Next Info Revolution

Scott Billadeau spots where technology is going next, and finds some very attractive stocks.

The portfolio manager for Fifth Third Asset Management runs that firm's Lifemodel Aggressive Fund, which is up 13.2 percent over the last five years.

He's got a lot to say about Nuance Communications [NUAN]. "It's all about productivity in the long run," Billadeau told CNBC.  "Nuance is the leader in speech-to-text and text-to-speech technology, and we finally got processing power out there that's capable of making this technology work."

He also likes PROS Holdings [PRO] , a company that makes pricing and revenue optimization software.  Here's how it works:

"Most companies have a pricing system that's, 'Here's the list price, and here's the discount, and here's my favorite-company discount,' and, then, 'Gee, you're my good buddy; I'm going to give you another 15 percent off,'" he explained.  "What their technology does is allow a business to analyze how they can price their customers differently."

Billadeau owns both Nuance Communications and PROS Holdings through his fund.

Click here to view the entire article