US political trades

Sector tilt

Disclosed congressional buy and sell notional by US sector, using reported amount-band midpoints.

Window

30d

Sectors

9

Buy notional

$351K

Sell notional

$411K

Net tilt

-$60K

  • Information Technology

    DDOG, VSAT, BHE · 15 trades

    +$40K
    TickerNameBuySellNetTrades
    DDOGDATADOG INC CLASS A$75K$0+$75K1
    VSATVIASAT INC$0$75K-$75K1
    BHEBENCHMARK ELECTRONICS INC$32.5K$0+$32.5K1
    MTSIMACOM Technology Solutions Holdings Inc.$0$32.5K-$32.5K1
    ONON SEMICONDUCTOR$32.5K$0+$32.5K1
    STXSEAGATE TECHNOLOGY HOLDINGS$0$32.5K-$32.5K1
    NVDANVIDIA CORP$24K$0+$24K3
    ADIANALOG DEVICES INC$8K$0+$8K1
    AEISAdvanced Energy Industries Inc.$8K$0+$8K1
    ALGMAllegro MicroSystems Inc.$8K$0+$8K1
    SMTCSemtech Corporation$0$8K-$8K1
    MSFTMICROSOFT CORP$8K$8K$02
  • Health Care

    ALKS, CYTK, HALO · 4 trades

    +$16K
    TickerNameBuySellNetTrades
    ALKSALKERMES PLC$8K$0+$8K1
    CYTKCytokinetics Incorporated$8K$0+$8K1
    HALOHalozyme Therapeutics Inc.$0$8K-$8K1
    TNDMTANDEM DIABETES CARE INC$8K$0+$8K1
  • Consumer Discretionary

    HD, WSM, YETI · 3 trades

    +$8K
    TickerNameBuySellNetTrades
    HDHOME DEPOT INC$0$8K-$8K1
    WSMWILLIAMS SONOMA INC$8K$0+$8K1
    YETIYETI Holdings Inc.$8K$0+$8K1
  • Materials

    RPM · 1 trades

    +$8K
    TickerNameBuySellNetTrades
    RPMRPM International Inc.$8K$0+$8K1
  • Financials

    FITB, WSBC · 2 trades

    $0
    TickerNameBuySellNetTrades
    FITBFIFTH THIRD BANCORP$8K$0+$8K1
    WSBCWESBANCO INC$0$8K-$8K1
  • Consumer Staples

    EL, WMT, PG · 3 trades

    -$8K
    TickerNameBuySellNetTrades
    ELESTEE LAUDER COMPANIES CL A$75K$0+$75K1
    WMTWALMART INC$0$75K-$75K1
    PGPROCTER + GAMBLE CO/THE$0$8K-$8K1
  • Industrials

    ITT, CAT, FDX · 4 trades

    -$24.5K
    TickerNameBuySellNetTrades
    ITTITT Inc.$0$32.5K-$32.5K1
    CATCATERPILLAR INC$8K$0+$8K1
    FDXFEDEX CORP$0$8K-$8K1
    GTESGATES INDUSTRIAL CORP LTD$8K$0+$8K1
  • Utilities

    NEE · 1 trades

    -$32.5K
    TickerNameBuySellNetTrades
    NEENEXTERA ENERGY INC$0$32.5K-$32.5K1
  • Communication Services

    GOOG, T · 2 trades

    -$67K
    TickerNameBuySellNetTrades
    GOOGALPHABET INC CL C$0$75K-$75K1
    TAT+T INC$8K$0+$8K1