As the economic recovery takes hold and the investing landscape shifts again, it's important to adjust your investment strategy to take advantage of the new opportunities. Here are 11 areas experts think you should consider putting your money into right now.

The 91-year old company was once the leading diversified industrial company, the product of hundreds of leveraged buyouts in the 1960s and '70s. But its breakup is yet more proof that the conglomerate model makes little sense today. Why? Activist investors have a lot to do with it.

When the economy is weak and the upside for equities is limited, investors typically turn to smaller companies for growth. That dynamic is repeating itself now, as small-cap stocks surge past the sluggish broad market.

The concept of the videophone is nearly as old as the phone itself, and prototypes predate the Beatles by many decades. But while other new modes of communication, from email to instant messaging to cell phones have been adopted at astonishing rates, video has lagged -- until now.

With enterprise computing and consumer electronics converging, special-use devices with integrated software, memory and storage are set to take off. Database giant Oracle, which now owns the Java programming language, could be a leader.

HP's major restructuring will free up significant resources for investing in new initiatives like cloud computing. That's a key area that will account for a growing proportion of technology spending in the years to come.

Cloud computing is becoming more important to every element in the tech food chain, from suppliers of infrastructure and applications to the clients who buy it. Investors will want to get in on the higher growth it's creating in the IT sector.

Public services like Web-based e-mail are the most common form of cloud computing. But some businesses, uneasy about the security and reliability of publicly shared IT infrastructure, are building private clouds, while tech vendors like Akamai are moving to meet the need.

Microsoft dominates consumer software, but it's weaker on corporate IT. Now, Redmond's sales to businesses are growing much faster, thanks to a stronger economy and a robust pipeline of new products.

German enterprise software giant SAP stands to be a stronger competitor for Oracle with its $5.8 billion deal for software maker Sybase.