Out-of-favor networking and data centers look attractive as the Nasdaq Composite index breaks new records, said Kevin Landis, whose $133.4 million Firsthand Technology Opportunities (TEFQX.O) fund is the top performing U.S. tech fund this year. Most tech investors continue to focus on wearable devices or so-called sharing economy companies such as taxi service Uber Inc or private real estate rental company Airbnb, Landis said.