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 23261.79 billion USD, with a 24h change of -0.23%. Among 25 constituents, 15 are up (60.00%) and 10 are down (40.00%). The top gainer is Salesforce, Inc. (CRM), with a 24h increase of +7.43%.Sector edges higher with mixed breadth; communications lead. Focus on liquid large-cap leaders for momentum; medium term, add on pullbacks in quality and align exposure with earnings cadence and the rate trajectory.