With technology the clear sector leader this year in the S&P 500, many investors may be wondering if the winning string has played out. Second-quarter earnings were in-line to better than expected for most companies, with few huge blow-outs or misses. What this means going forward, is that with exciting new products coming this fall, and an expected continuation of capital expenditure growth, the top tech names may have more room to run.

A new report from Deutsche Bank cites mixed demand in the overall tech picture, but solid improvement in areas like personal computers (PCs), which have struggled for the past couple of years. While server and storage demand was weaker, the Deutsche Bank team is convinced that overall end demand is improving.

Here are the five top picks in technology from the Deutsche Bank analyst. The all carry a rating of Buy.

3D Systems Corp. (NYSE: DDD) has been an incredibly volatile stock and now may be a time for investors to revisit. Its 3D printers convert data input from computer-aided-design-generated software format or 3D scanning and sculpting devices to printed parts. 3D printing was a super-hot segment last year, and the top stocks were absolutely eviscerated in the early spring sell-off. Hot and fast money loves to be long and short this top stock, so entry points are critical.

The analysts at Deutsche Bank are convinced that 3D Systems is a winner and have a large $80 price target for the stock. The Thomson/First Call consensus target is posted at $59.68. 3D systems closed Monday at $47.27 a share.

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Apple Inc. (NASDAQ: AAPL) has big things coming this fall, and investors are anticipating a solid last half of the year. Reports indicate that the company has placed orders for 70 million to 80 million of the 4.7-inch and 5.5-inch iPhone 6 units. That is a sizable increase from the 50 million to 60 million iPhone 5s/5c units Apple initially ordered last year.

Despite its huge presence, Apple is one of the most underweighted stocks by portfolio managers. That may change if earnings continue to climb and the new product introductions are as big as Wall Street expects. Investors are paid a 2.1% dividend. The Deutsche Bank price target is $105. The consensus target for the tech giant is $104.79. Apple closed Monday at $95.59.

EMC Corp. (NYSE: EMC) shares have rallied recently on news that Paul Singer’s activist hedge fund Elliott Management has accumulated a stake worth more than $1 billion in the storage giant. Many think the activist play is an attempt to spin-off and monetize the huge position in cloud software giant VMware in an attempt to provide additional value for shareholders. While the stake is significant, they certainly at this point can’t dictate terms to the company.

EMC pays shareholders a 1.7% dividend. The Deutsche Bank price target is $32, and the consensus is at $31.94. EMC closed Monday at $29.57 a share.

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Hewlett-Packard Co. (NYSE: HPQ) is trading at a very low nine times 2014 estimated earnings. The company has had a remarkable comeback under the leadership of Silicon Valley veteran Meg Whitman. Whitman’s most important point for 2014 is her plan to use free cash flow in order to reduce the existing debt, repurchase new shares and maintain the dividend payout policy. All of that is in the best interest of shareholders.

Hewlett-Packard’s share in 1Gigabit Ethernet fixed switching improved 10 basis points or one-tenth of 1% year over year, as it continues to benefit from its local presence and brand name (H3C) in China. Other U.S. vendors are increasingly challenged for new business in the region. Investors are paid a 1.9% dividend. Deutsche Bank has a $40 price objective, and the consensus price target is $36.36. HP shares closed Monday at $35.33.

Western Digital Corp.‘s (NYSE: WDC) market share in the total addressable hard disk drive market remains at a very impressive 45%. The company posted solid quarterly numbers, where revenue and earnings exceeded Wall Street expectations. Western Digital attributed much of the gain to the consumer electronics/gaming unit, which saw the biggest upside in its fiscal fourth quarter, shipping 10.9 million units, up 67% year over year.

Investors are paid a 1.7% dividend. The Deutsche Bank price target for the stock is $118, and the consensus figure is set at $111.63. The stock closed Monday at $102.10 a share.

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The name of the game at Deutsche Bank is stick with the large cap tech leaders for the rest of the year. This makes good sense for investors with more aggressive growth portfolios that have some money carved out to dedicate to technology.

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