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Microsoft Corp. (MSFT) , Amazon.com Inc. (AMZN) and Apple Inc. (AAPL) were some of the most-held names by U.S. hedge funds in the third quarter, according to a list compiled by WalletHub. Microsoft has risen 26.95% year to date. It's the company's cloud business that continues to have the brightest outlook, David Miller, chief investment officer of Catalyst Funds told TheStreet.