How do Wall Street’s « masters » invest? Buffett’s choices, hairy bets: secret wallets

Not at all frightened by the performances of the last few years and the high market assessments, large financiers full of technological titles. And not only. Nancy Pelosimember of the Chamber of Representatives American and real benchmark For investors, he opened several bullish bets in mid -January, of which three of which Big Tech, Alphabet, Amazon and Nvidaand one on Tempus AI, technological company active in the Healthcare sector (since Pelosi purchased call options on Tempus AI, on January 14, the security rises by approximately 132%). Bill Ackman, a Pershing Square Capital Management manager, also believes in Alphabet, While Warren Buffettwho remains a faithful of Apple (represents about 25% of his portfolio), has recently increased his participation in Verisigna computer service company specialized in the safety of infrastructure, investing around $ 4 million.

The leader portfolios to full technology

« Despite the strong dollar, the technology remains the fulcrum of investment strategies – confirms Gabriel Debach, Etoro’s market analyst -. From cybersecurity to artificial intelligence, from tech giants to economic cycles, great investors follow a clear common thread: innovation and solidity. For example, by analyzing the data as of February 4, 2025 of our Congress-Buys, the Smart Portfolio that traces the 10 most purchased actions by the members of the congress in the last 100 days, it can be seen how they are focusing a lot on technology. The Subversive Capital ETF NANC, which replies the investments of the Democrats, is dominated by Tech securities, with Nvidia that weighs 8.78%, Microsoft for 7.50%and Amazon for 5.91% ».

The titles that enjoy greater trust

Choices that also find the favor of managers and analysts, such as that of Andrea Nocifora, Senior Equity Fund Manager of Ersel Banca Privata, which maintains one view positive thanks to the massive investments that have affected the sector especially for dataccenter, server and GPU (graphic processing unit): « Nvidia It was the great beneficiary of this capital expenditure cycle, thanks to a substantial technological monopoly on the GPU – arguments Nocifora -. In addition to very clear and less cyclical financial fundamentals than in the past, we believe that the demand for computational power will continue to grow in a linear way if not exponentially and Nvidia will remain one of the main drivers in these developments. For this, we remain positive on the sector and in particular on companies such as Microsoft, Alphabet, Nvidia and Amazon. Instead, we are more cautious about Apple. The giant of Cupertino is yes characterized by an undisputed domain at the level of the service platform, thanks to the base gigantic users and a brand still among the best in the investable universe, but the organic growth has been anemic and there are doubts about the possibility that the company has remained behind technological level on artificial intelligence « .

The role of artificial intelligence

And just the AI It is another theme, within the largest category of technology, to be monitored carefully. « A trend that has not reached her peak at all – she points out she qiu, manager of the AB International Technology Portfolio of Alliamercebernstein -. We continue to believe that this phenomenon will continue to evolve, in particular as regards migration to the cloud and the modernization of digital networks. We see no slowdown signal on the horizon. Among the trends that we are monitoring more closely, companies active in the management, storage and analysis of data stand out. These realities, together with suppliers capable of successfully integrating artificial intelligence applications, could report good results in 2025 « . But there is not only technology in the portfolios of the great investors. Buffett, in addition to increasing his position in Verisign, has also increased participation in the Broadcasting company (entertainment sector) Sirius XM. In addition, in the first five positions of its asset allocation there is an important bank presence with American Express and Bank of America. « And Ackman, a manager who stands out for a more aggressive investment style, is strongly exposed on topics such as infrastructures (with Brookfield), tourism (with Hilton) and catering (with Chipotle Mexican Grill), as well as technology, through Alphabet », concludes Debach.