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 cloud infrastructure market got a nice boost over the past two years thanks to the growing adoption of artificial intelligence (AI). Companies across the globe have been using cloud services to ...