It's been a frustrating year for shareholders in Flir Systems , the maker of thermography and infrared imaging technology.

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And while Flir Systems may not be a household name these days, Teich says the company has plans to build up its ThermoVision brand.

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As we've noted before, other companies such as Garmin and Flir Systems have used government work as a commercial springboard, with very happy results for shareholders.

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Examples we've cited recently: Ceradyne and Flir Systems.

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In the second quarter, among the new names picked up by Jensen are Altria ( MO), Portfolio Recovery Associates Inc ( PRAA), Energizer Holdings ( ENR), and FLIR Systems ( FLIR).

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"We develop a product on a commercial model, but we make it military-qualified, " says Andrew Teich , president of Flir's Commercial Vision Systems Group.

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