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Sign InCaisse Des Depots ET Consignations has significantly adjusted its investment portfolio, increasing its stake in Hewlett Packard Enterprise (HPE) by 61.8% to a total value of $4.35 million. The institution also boosted its holdings in Intuit Inc. (INTU) by 71.6% following the company's strong earnings report and optimistic guidance for fiscal year 2026. Furthermore, the fund expanded its position in PayPal Holdings Inc. (PYPL) by 153.4%, aligning with the company's strategic reorganization and the move to make Venmo a standalone business. Conversely, the fund reduced its exposure to Centene Corporation (CNC) by 44.5%, leaving a remaining stake valued at $1.03 million. These adjustments highlight a tactical shift toward high-growth tech firms while scaling back in certain healthcare segments. Such portfolio rebalancing reflects the fund's response to recent corporate developments and market performance.