Strategy
Top Cloud Platforms
+23%
By Grow
1 Year Historical Return
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.
Microsoft
10%
Amazon
10%
10%
Oracle
10%
Meta
10%
Alibaba
10%
Snowflake
10%
ServiceNow
10%
Adobe
10%
Shopify
10%
