The fund increased its Oracle position to 10.0% of 13F assets under management. Top holdings after the filing: NASDAQ:MSFT: $114.08 million (47.8% of AUM) NASDAQ:AAPL: $31.20 million (13.1% of AUM) ...
The demand for cloud computing infrastructure used to help train artificial intelligence (AI) models and deploy them into production is increasing at an incredible pace. It's one of the main reasons ...