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Renaissance Loads Up on Netflix, Lam Research, ServiceNow — Smart Money Signals Shift
Hedge fund Renaissance Group significantly increased its holdings in Netflix, Lam Research, and ServiceNow, signaling a strategic shift towards streaming, AI infrastructure, and enterprise software. Beyond tech, Renaissance also made new investments in healthcare, financial services, and commodities, indicating a broader diversification across sectors. These moves suggest that institutional investors are focusing on high-growth tech enablers and expanding into new opportunities.