Marubeni Corporation8002
▲ ポジティブ資本関連度
Berkshire increased its stake in Marubeni.
銘柄への影響 14
Energy Transition & Power Demand
Marubeni Corporation
Sumitomo Corporation8053
▲ ポジティブ資本関連度
Berkshire increased its stake in Sumitomo.
Mitsubishi Corporation8058
▲ ポジティブ資本関連度
Berkshire increased its stake in Mitsubishi.
Mitsui & Co.,Ltd8031
言及
Berkshire Hathaway IncBRK-B
言及
Consumer Discretionary
DR Horton IncDHI
▲ ポジティブ需要関連度
Berkshire initiated a new position in D.R. Horton, indicating a positive view on homebuilder demand.
Lennar CorporationLEN
▲ ポジティブ需要関連度
Berkshire added to its stake in Lennar, reflecting confidence in the housing market.
Macy’s IncM
▲ ポジティブ資本関連度
Berkshire added to its Macy's stake, signaling confidence.
Artificial Intelligence
Alphabet Inc Class CGOOG
▲ ポジティブ需要関連度
Berkshire's $10B private placement and additional purchases make Alphabet its third-largest holding, highlighting its strong backlog and cloud growth.
NVIDIA CorporationNVDA
言及
Industrials
Delta Air Lines IncDAL
▲ ポジティブ需要関連度
Berkshire increased its stake in Delta, signaling confidence in the airline's prospects.
Communication Services
New York Times CompanyNYT
▲ ポジティブ資本関連度
Berkshire increased its New York Times position.
Robotics & Physical AI
Financials
