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Sector theme

AI & Big Tech

The 2026 megacap rotation.

NVIDIA, Microsoft, Meta, Broadcom, Alphabet — the names sitting at the center of the AI capex cycle. We rank by who got in early and who's selling the rip.

Industry YTD
+14.0%
avg price move, equal-weighted (151 stocks)
Politicians YTD
Net selling $12.4M
$16.4M bought · $28.9M sold
90-day net
$66.5M
Volume
$548.2M
Trades
5145
2593 bought, 2552 sold
Members
131
Year-to-date flow

Money flowing out

Weekly buys (green) and sells (red) for ai & big tech since January 1. The accent-colored line tracks cumulative net flow — buys minus sells, running total. Hover any week for the dollar amounts. Same window as the “Politicians YTD” tile up top, so the story is consistent.

Live wire

Latest filings in ai & big tech

Hot off the disclosure portals — most recent first. Amounts shown as the official disclosure range, not exact dollars.

≥ $50K disclosure range
Filed Jun 2, 2026·traded May 8, 2026
Sheldon Whitehouse
Sheldon Whitehouse
DSenate
NVIDIA(NVDA)sold$100K-$250K
+4.7% vs S&P 500Conflict
Filed Jun 2, 2026·traded May 8, 2026
Sheldon Whitehouse
Sheldon Whitehouse
DSenate
NVIDIA(NVDA)sold$100K-$250K
+4.7% vs S&P 500Conflict
Filed Jun 2, 2026·traded May 7, 2026
Sheldon Whitehouse
Sheldon Whitehouse
DSenate
Oracle(ORCL)sold$15K-$50K
+9.1% vs S&P 500Conflict
Filed Jun 1, 2026·traded Jun 11, 2026
Christian D. Menefee
Christian D. Menefee
DHouse
Pinterest(PINS)sold$15K-$50K
Conflict
Filed Jun 1, 2026·traded May 28, 2026
Christian D. Menefee
Christian D. Menefee
DHouse
Pinterest(PINS)sold$15K-$50K
Conflict
Filed Jun 1, 2026·traded Feb 23, 2026
Christian D. Menefee
Christian D. Menefee
DHouse
Pinterest(PINS)sold$15K-$50K
+33.7% vs S&P 500Conflict
Filed Jun 1, 2026·traded Feb 17, 2026
Christian D. Menefee
Christian D. Menefee
DHouse
Pinterest(PINS)sold$1K-$15K
+32.7% vs S&P 500Conflict
Filed May 31, 2026·traded May 14, 2026
Ed Case
Ed Case
DHouse
Apple(AAPL)bought$1K-$15K
+4.9%+1.7% vs S&P 500
Filed May 28, 2026·traded May 15, 2026
David J. Taylor
David J. Taylor
RHouse
Apple(AAPL)sold$1K-$15K
+5.0% vs S&P 500
Filed May 28, 2026·traded May 15, 2026
David J. Taylor
David J. Taylor
RHouse
Apple(AAPL)sold$1K-$15K
+5.0% vs S&P 500
Filed May 28, 2026·traded May 15, 2026
David J. Taylor
David J. Taylor
RHouse
Alphabet (Class A)(GOOGL)sold$15K-$50K
+5.0% vs S&P 500
Filed May 28, 2026·traded May 15, 2026
David J. Taylor
David J. Taylor
RHouse
Alphabet (Class A)(GOOGL)sold$1K-$15K
+5.0% vs S&P 500
Filed May 22, 2026·traded Apr 29, 2026
Thomas H. Kean Jr.
Thomas H. Kean Jr.
RHouse
Analog Devices(ADI)sold$1K-$15K
+16.4% vs S&P 500Conflict
Filed May 22, 2026·traded Apr 21, 2026
Thomas H. Kean Jr.
Thomas H. Kean Jr.
RHouse
Take-Two Interactive Software(TTWO)sold$1K-$15K
+19.7% vs S&P 500Conflict
Filed May 22, 2026·traded Apr 14, 2026
Thomas H. Kean Jr.
Thomas H. Kean Jr.
RHouse
Texas Instruments(TXN)bought$1K-$15K
+38.6%+13.5% vs S&P 500Conflict
Filed May 21, 2026·traded Apr 24, 2026
Daniel Meuser
Daniel Meuser
RHouse
NVIDIA(NVDA)sold$1K-$15K
+15.6% vs S&P 500Conflict
Filed May 20, 2026·traded May 7, 2026
Sara Jacobs
Sara Jacobs
DHouse
Qualcomm(QCOM)sold$500K-$1M
+9.1% vs S&P 500
Filed May 20, 2026·traded May 6, 2026
Sara Jacobs
Sara Jacobs
DHouse
Qualcomm(QCOM)sold$500K-$1M
+8.9% vs S&P 500
Filed May 19, 2026·traded Apr 27, 2026
Josh Gottheimer
Josh Gottheimer
DHouse
Advanced Micro Devices(AMD)bought$1K-$15K
+53.7%+38.4% vs S&P 500Conflict
Filed May 19, 2026·traded Apr 24, 2026
Josh Gottheimer
Josh Gottheimer
DHouse
ServiceNow(NOW)sold$1K-$15K
+15.6% vs S&P 500Conflict
Filed May 19, 2026·traded Apr 24, 2026
Josh Gottheimer
Josh Gottheimer
DHouse
International Business Machines(IBM)sold$1K-$15K
+15.6% vs S&P 500Conflict
Filed May 19, 2026·traded Apr 23, 2026
Josh Gottheimer
Josh Gottheimer
DHouse
Advanced Micro Devices(AMD)bought$1K-$15K
+68.5%+49.7% vs S&P 500Conflict
Filed May 19, 2026·traded Apr 6, 2026
Josh Gottheimer
Josh Gottheimer
DHouse
Netease(NTES)bought$1K-$15K
+11.4%23.9% vs S&P 500Conflict
Filed May 15, 2026·traded May 7, 2026
Dwight Evans
Dwight Evans
DHouse
Intel(INTC)sold$1K-$15K
+9.1% vs S&P 500
Filed May 13, 2026·traded Apr 15, 2026
John J. McGuire III
John J. McGuire III
RHouse
NVIDIA(NVDA)bought$1K-$15K
+12.0%11.1% vs S&P 500Conflict
Filed May 13, 2026·traded Apr 15, 2026
John J. McGuire III
John J. McGuire III
RHouse
Apple(AAPL)bought$1K-$15K
+17.4%5.8% vs S&P 500Conflict
Filed May 13, 2026·traded Apr 15, 2026
John J. McGuire III
John J. McGuire III
RHouse
Microsoft(MSFT)bought$1K-$15K
+7.3%15.9% vs S&P 500Conflict
Filed May 13, 2026·traded Apr 2, 2026
Byron Donalds
Byron Donalds
RHouse
Intuit(INTU)sold$1K-$15K
+36.1% vs S&P 500Conflict
Filed May 13, 2026·traded Apr 2, 2026
Byron Donalds
Byron Donalds
RHouse
Intuit(INTU)sold$1K-$15K
+36.1% vs S&P 500Conflict
Filed May 13, 2026·traded Apr 2, 2026
Byron Donalds
Byron Donalds
RHouse
Marvell Technology(MRVL)bought$1K-$15K
+195.2%+159.1% vs S&P 500Conflict
Filed May 13, 2026·traded Apr 2, 2026
Byron Donalds
Byron Donalds
RHouse
Marvell Technology(MRVL)bought$1K-$15K
+195.2%+159.1% vs S&P 500Conflict
Filed May 11, 2026·traded Sep 17, 2025
John Boozman
John Boozman
RSenate
Alphabet (Class A)(GOOGL)bought$1K-$15K
+46.3%+9.9% vs S&P 500Conflict
Filed May 11, 2026·traded Sep 4, 2025
John Boozman
John Boozman
RSenate
Adobe(ADBE)bought$1K-$15K
-24.9%65.9% vs S&P 500Conflict
Filed May 9, 2026·traded Apr 9, 2026
Cliff Bentz
Cliff Bentz
RHouse
Intel(INTC)sold$1K-$15K
+30.3% vs S&P 500Conflict
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Meta Platforms(META)bought$50K-$100K
-0.9%5.6% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Microsoft(MSFT)bought$1M-$5M
+5.6%+0.9% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Fortinet(FTNT)sold$15K-$50K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Snowflake(SNOW)sold$1K-$15K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Adobe(ADBE)sold$1K-$15K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Workday(WDAY)sold$15K-$50K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
NVIDIA(NVDA)sold$500K-$1M
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
NVIDIA(NVDA)sold$250K-$500K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Salesforce(CRM)sold$1K-$15K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Adobe(ADBE)sold$1K-$15K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
DoorDash(DASH)sold$1K-$15K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
DoorDash(DASH)sold$1K-$15K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Apple(AAPL)sold$15K-$50K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Adobe(ADBE)sold$100K-$250K
+4.7% vs S&P 500
Filed May 8, 2026·traded May 8, 2026
Donald J. Trump
Donald J. Trump
RCabinet
Broadcom(AVGO)bought$100K-$250K
+13.8%+9.1% vs S&P 500
Filed May 8, 2026·traded May 1, 2026
Gilbert Ray Cisneros Jr.
Gilbert Ray Cisneros Jr.
DHouse
Sensata Technologies Holding PLC(ST)bought$1K-$15K

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