Top 5 Stock Picks of Paul Marshall and Ian Wace’s Marshall Wace LLP

3. Microsoft Corporation (NASDAQ:MSFT)

Paul Marshall and Ian Wace’s Marshall Wace LLP’s Stake Value: $268,581,000

Percentage of Paul Marshall and Ian Wace’s Marshall Wace LLP’s 13F Portfolio: 1.11%

Number of Hedge Funds: 250

Microsoft Corporation (NASDAQ:MSFT) is the second-largest publicly traded company in the world and one of the three Big Five tech giants in Paul Marshall and Ian Wace’s Marshall Wace LLP’s portfolio. The Redmond, Washington-based company is involved in the production and marketing of operating systems, consumer electronic products, personal computers, software, etc.

Microsoft Corporation (NASDAQ:MSFT) was mentioned in the Q3 2021 investor letter of Baron Funds. Here’s what the firm said:

“Shares of Microsoft Corporation, a cloud-software leader and provider of software productivity tools and infrastructure, rose during the quarter following a strong earnings report highlighting solid demand for its broad product stack and continued momentum migrating its business to the cloud. Microsoft’s results continued to be strong across the board, with total revenue beating Street estimates by 4.5%, an acceleration in Commercial Cloud revenue to 31% constant-currency growth, a four-point improvement in Commercial Cloud gross margins (to 70% from 66%), and GAAP earnings up 42%. We believe the company is positioned to deliver 13% to 15% organic growth over the next three years, underpinned by TAM expansion across its disruptive cloud product portfolio, as more companies look to transform and digitize their businesses, as well as strong operating leverage as its cloud products gain scale.”