About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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Berkshire Hathaway's Latest Portfolio Moves: A Strategic Shuffle

Berkshire Hathaway Warren Buffett stock information on smartphone screen

[content-module:CompanyOverview|NYSE: BRK.B]As always, Warren Buffett's investment decisions are under the spotlight, with every move dissected by investors eager to follow in the footsteps of the legendary "Oracle of Omaha." The most recent 13F filing for the second quarter of 2024 offers a fresh look at Berkshire Hathaway's (NYSE: BRK.B) evolving portfolio, revealing strategic shifts, sector diversification, and a few surprises.

New Additions: Expanding Horizons

Buffett initiated positions in two companies in a notable shift that marked Berkshire's entry into new sectors. Heico Corporation (NYSE: HEI), a manufacturer of aerospace and defense components, caught Buffett's eye, with Berkshire acquiring over 1 million shares valued at more than $185 million. This move underscores a calculated interest in the aerospace sector, likely driven by its long-term growth potential.

Another intriguing addition is Ulta Beauty (NASDAQ: ULTA), where Berkshire opened a position with 690,000 shares worth around $266 million. Although modest by Buffett's standards, this investment signals confidence in the beauty retail industry's resilience and growth prospects.

Doubling Down: Strengthening Core Bets

Buffett's strategy often involves building upon existing positions, and this quarter was no exception. One of the most aggressive moves was in Sirius XM Holdings (NASDAQ: SIRI), where Berkshire increased its stake by a staggering 260%, bringing its total holding to nearly 133 million shares valued at $376 million. This substantial increase reflects a firm conviction in the future of satellite radio.

Berkshire also modestly boosted its stake in Occidental Petroleum (NYSE: OXY) in the energy sector, adding nearly 3% more shares. With over 255 million shares worth $16.1 billion at the end of June, this position remains one of Berkshire's most prominent in the energy space.

Steady Holdings: Betting on the Long-Term

True to his philosophy of long-term value investing, Buffett kept many of his core holdings unchanged. Companies like Bank of America (NYSE: BAC), Coca-Cola (NYSE: KO), American Express (NYSE: AXP), and Kraft Heinz (NYSE: KHC) remain stalwarts in Berkshire's portfolio, reflecting Buffett's unwavering confidence in these businesses' ability to deliver consistent returns over time.

Significant Reductions: Reevaluating Tech and Financials

One of the most notable moves this quarter was a significant reduction in Berkshire's stake in Apple Inc. (NASDAQ: AAPL). Buffett cut his position by nearly half, reducing it to 400 million shares. This move suggests a more cautious stance on the tech giant, even as it remains Berkshire's most significant single holding at over $84 billion.

In the financial sector, Berkshire also trimmed its positions in Capital One Financial (NYSE: COF) and T-Mobile US (NASDAQ: TMUS), reducing its stakes by 21% and 11%, respectively. These adjustments indicate a reevaluation of growth prospects within these industries.

Complete Exits: Saying Goodbye

Buffett's strategy isn't just about holding or buying more but also knowing when to exit. This quarter, Berkshire fully divested from Paramount Global (NASDAQ: PARA) and Snowflake Inc. (NYSE: SNOW). The exit from Paramount was expected after Buffett acknowledged the investment as a rare misstep. At the same time, the sell-off of Snowflake shares suggests a reassessment of the company's future growth potential.

Top Holdings: A Concentrated Approach

Berkshire's portfolio remains heavily concentrated, with the top five holdings—Apple, Bank of America, American Express, Coca-Cola, and Chevron—accounting for about 73% of its total value. This concentrated approach reflects Buffett's belief in focusing on a few high-conviction bets rather than spreading investments too thin.

Final Thoughts: A Strategic Shuffle

Buffett's latest moves offer insight into his current market outlook. The cautious trimming of tech stocks, selective additions in aerospace and retail, and continued confidence in energy and core financial holdings reflect a balanced approach to navigating the current economic landscape. As always, Buffett's actions serve as a valuable barometer for investors, providing a window into where one of the greatest investors ever sees opportunity and risk.

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