Strategy
Top Cloud Platforms
The cloud and tooling powering AI
By Grow
Cloud platforms and enterprise software are the infrastructure layer behind AI development and deployment. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Microsoft13%
Amazon13%
Oracle13%
Alibaba13%
Snowflake13%
ServiceNow13%
Adobe13%
Shopify13%
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