Keystone Bets $15.8M on Tech: 0.8% Portfolio in CTSH, $6.6M SNDK Stake
Keystone Investors' 13F revealed new $9.2M position in Cognizant and $6.6M in Sandisk. Other funds piled into Sandisk with extreme percentage increases, but a $2,000 share price raises valuation concerns. The filings offer a look at institutional appetite for IT services and data storage.
Source: Ticker Report · Daily Political