Amazon is seeing surging cloud computing growth with strong economics. An extended memory supercycle is set to continue to benefit Micron.

Union Pacific, Brookfield Corp., and Amazon.com, Inc. form a robust foundation for a Buffett-like, diversified portfolio built for long-term growth. UNP offers a near-irreplicable rail network, cyclical exposure to the U.S. economy, and a 20-year dividend growth streak, with potential upside from the Norfolk Southern merger. BN provides unmatched diversification, targeting 20% annual distributable EPS growth, trading at just 6x 2030 expectations, and benefits from asset-light subsidiaries like BAM.

Amazon has a lot to recommend it, such as a dominant cloud computing platform and a big investment in Anthropic. Its shares seem undervalued at recent levels, too.

Quantbot Technologies LP bought a new stake in Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 61,627 shares of the e-commerce giant's stock, valued at approximately $14,688,000. Amazon.com accounts for approximately 0.6% of Quantbot Technologies LP's holdings, making the

Northwestern Mutual Wealth Management Co. bought a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,664,707 shares of the e-commerce giant's stock, valued at approximately $873,446,000. Amazon.com accounts for about 0.5% of

Vista Investment Management bought a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 5,041 shares of the e-commerce giant's stock, valued at approximately $1,201,000. Other institutional investors and hedge funds have also

WealthShield Partners LLC acquired a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 40,692 shares of the e-commerce giant's stock, valued at approximately $9,699,000. Amazon.com makes up about

W1M Asset Management Ltd purchased a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,418,468 shares of the e-commerce giant's stock, valued at approximately $576,103,000. Amazon.com accounts for approximately 5.3%

True Freedom Investing LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 15,092 shares of the e-commerce giant's stock, valued at approximately $3,143,000. A number of other hedge

Weitz Investment Management Inc. bought a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 217,500 shares of the e-commerce giant's stock, valued at approximately $51,839,000. Amazon.com accounts for approximately 3.6% of Weitz