Hedge fund giant Renaissance Group just made some aggressive portfolio moves — and the message is clear: streaming, AI infrastructure and enterprise software are where the smart money is leaning.Netflix, Lam Research, ServiceNow: The Big Portfolio MovesThe most eye-catching shift came in Netflix. Renaissance boosted its position by nearly 900% quarter-over-quarter, ramping holdings to 355,377 shares — even as the dollar value of the position slipped about 22% due to price changes.Lam Research saw an even mo ...