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They are 40% of the S&P 500, so it makes sense that they are primary drivers of its growth.

They are also all tech companies, which had a really amazing run during Covid.

They also resemble companies with growth potential, whereas other companies such as P&G or Walmart might’ve saturated their market already



> 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.


Berkshire holds ~$60B+ of Apple and is also exposed to AI through its power-utility arm, Berkshire Hathaway Energy.


> 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.


BRK 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.




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