Need to Know: These fund managers have held Microsoft stock since it was $5 a share. Here are 2 of their current lesser-known tech picks.

It’s a jittery setup for stocks on Tuesday, with results coming later from Microsoft and Google parent Alphabet, sandwiched by plenty of other big results and consumer confidence data.

That brings us to our call of the day from Buffalo Growth Fund’s BUFGX (institutional ticker BIIGX) co-managers Dave Carlsen and Josh West, who talked to MarketWatch about their longstanding faith in some of tech’s biggest names, and offered a couple of new stock ideas.

First…