Lia Holmgren says a post-summer strategy shift is paying off, with ServiceNow, Microsoft and Snowflake advancing after she held key positions. She cites longer-

Lia Holmgren says a post-summer strategy shift is paying off, with ServiceNow, Microsoft and Snowflake advancing after she held key positions. She cites longer-term conviction, GEX by expiry and smarter positioning, while keeping most holdings intact.