Nancy Pelosi Portfolio

The Nancy Pelosi Portfolio is a thematic basket reflecting equities and options activity inferred from public trading disclosures, popularly attributed to Nancy Pelosi’s household; it is an unofficial, sentiment-driven construct rather than a formal fund. Core tracks typically emphasize U.S. mega-cap technology, semiconductors and AI, cloud/software and cybersecurity, plus select high-growth, policy-sensitive names and broad-market ETFs.The sector's total market cap is 23292.74 billion USD, with a 24h change of -0.10%. Among 25 constituents, 18 are up (72.00%) and 7 are down (28.00%). The top gainer is Salesforce, Inc. (CRM), with a 24h increase of +6.07%.Resilient breadth with leadership strength despite a flat tape. Near term, follow high-quality leaders on dips; mid term, align exposure with earnings momentum and the rate path.