Here are my picks for now, though a pullback wouldn't surprise me. Be warned, I'm a liberal -- one of them free-market-loving liberals who thinks industry must be regulated, taxes are the price of civilization and that a Keynesian response to this crisis makes more sense than the supply-side economics that got us into this mess.
These are all small and mid caps:
TNDM: Neutral Tandem is a telecom company that is leveraging its switch network to build the world's biggest ethernet exchange, a key component in the explosive cloud computing model.
MU: Micron Technologies makes memory chips, mostly DRAM and NAND. Extremely undervalued at 4.7 p/e. Potential buyout candidate.
WPRT: Westport Innovations is the innovator of the premier natural gas powered truck engine technology in the world. Partnered with leading engine and truck manufacturers around the world, it is poised to leverage its superior technology and premier sector partnerships to be leader in a potentially explosive new market.