While there are positive signs in recent economic data, all stocks are still subject to "systemic risk," or factors that affect the broader economy -- not company-specific factors. As a result, almost every company is a victim of the global recession.

The good news is that while this recession is protracted, it won't last forever, and you need to position your portfolio for the future.

Technology may be a spot for future growth, and it could be the sector's turn to lead the next bull market. The tech sector has typically led the market out of past sell-offs. Semiconductors, for example, are cyclical and typically rally early in bull markets. The tech-heavy Nasdaq has posted 12 straight days of gains and is up 55.6% since the March 9 low, and up 21% year to date.

As the market has stabilized and the economy comes back, the tech sector should get a boost as businesses increase spending on technology. Companies that have lost workers can increase efficiency with technology. Then once the economy does pick up, orders for technology, be it software, hardware, systems, or services, will pick up with economic growth.

Should we experience a "jobless recovery" in which business are slow to hire, technology could also fill the void of lost workers to maintain productivity.

To uncover strong tech companies that will likely wade through this downturn and emerge even stronger, I put the Motley Fool's CAPS screening tool to work. I screened for companies in the technology sector with:

Here's what my screen turned up. You can run it, too, but note that your results will likely differ as the data updates.

Company

Market Cap
(in billions)

Current Ratio

Return on Equity
(TTM)

Wall Street Outperforms

Agilent Technologies (NYSE: A)

$7.6

2.6

15.0

16

China Mobile (NYSE: CHL)

$201.8

1.3

25.5

5

Cisco Systems

$126.3

3.2

19.0

35 Continued...