With less than one-third of the year remaining, many portfolio managers at mutual funds and hedge funds are looking for some outperformance so they can catch up to whatever benchmark they are chasing. Many of the top firms on Wall Street are doing their best accommodate these clients by fine-tuning their top investment ideas for the balance of the year.

New research from Credit Suisse is doing just that. Periodically, the company solicits all of its research analysts for their three top picks based on a six- to 12-month time horizon to be added to the top investment ideas list. We scanned the newly released list for the stocks ranked as number one picks overall that had the largest upside potential to the current Credit Suisse price targets.

Micron Technology Inc. (NASDAQ: MU) posted very solid earnings for the second quarter and the stock was promptly down, but it has rallied back strong. The company is a leader in DRAM chip sales and is one of the top Credit Suisse technology picks. The company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. Micron has beaten estimates by at least 35% in both cases, suggesting it has a nice short-term history of crushing expectations.

With a looming memory shortage, Micron could have serious upside potential. The Credit Suisse price target for the stock is a huge $50, and the Thomson/First Call consensus target is $38.44. Micron closed Friday at $32.94 a share.

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Google Inc. (NASDAQ: GOOG) is mega cap tech name that the Credit Suisse analysts favor. They see newfound positive optionality in the company’s search business, and for the first time Google seems to be making inroads into its long-sought effort to extend its search dominance into vertical search, which focuses on specific segments of online content.

Many Wall Street analysts also think that Google’s cloud product belongs in the second-tier of its business lines (like Play and Nexus), and may prove meaningful in the future by offering value chain synergies with the core business. Add this to YouTube and the other growing project silos at the Internet giant, and the unabated growth may continue for years. The Credit Suisse price target is whopping $745. The consensus figure is $673.57. Google closed Friday at $598.78.