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> They are also all tech companies, which had a really amazing run during Covid. Only 8 out of the 10 are. Berkshire and JP Morgan are not. It is also arguable
by andsoitis 1y ago
> They are also all tech companies, which had a really amazing run during Covid.
Only 8 out of the 10 are. Berkshire and JP Morgan are not. It is also arguable whether Tesla is a tech company or whether it is a car company.
- ahmeneeroe-v2 1y agoBerkshire holds ~$60B+ of Apple and is also exposed to AI through its power-utility arm, Berkshire Hathaway Energy.
- andsoitis 1y ago> Berkshire holds ~$60B+ of Apple and is also exposed to AI through its power-utility arm, Berkshire Hathaway Energy. Apple is 22% of BRK’s holdings. The next biggest of their investments are Amex, BoA, Coke, Chevron. They are not a tech company.
- ahmeneeroe-v2 1y agoBRK has significant AI exposure through both Apple and Berkshire Hathaway Energy. So while they are not a tech company, they have more exposure to the AI boom than basically any other non-tech company.