---
title: Hedge funds' top picks for Q4 2023 are in!
description: "Key investment themes:\n\n☁️ Hyperscalers: $AMZN, $GOOG, $MSFT.\n⚙️ Semiconductors: $AMD, $ASML, $TSM.\n🌏 Global commerce: $MELI, $PDD, $SQ.\n☁️ Software: $CRM, $OKTA, $PCOR.\n🩸 Medical devices: $DXCM.\n\nSource: App Economy Insights"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [Hedge funds' top picks for Q4 2023 are in!](https://blog.syzgroup.com/syz-the-moment/hedge-funds-top-picks-for-q4-2023-are-in)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Feb 19, 2024, 10:25:40 AM

[View full post](https://blog.syzgroup.com/syz-the-moment/hedge-funds-top-picks-for-q4-2023-are-in)

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