The investment firm co-founded by former vice president Al Gore recently made some big trades in the largest holdings of its portfolio.
In the third quarter, Generation Investment Management sold all its Intel (ticker: INTC ) stock, halved the investment in e-commerce firm Shopify (SHOP), trimmed the stake in software giant Microsoft (MSFT), and bought more shares of cloud firm Twilio (TWLO). Generation disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.
Source: finance.yahoo.com