Hey Folks, A fresh wave of congressional trade disclosures has hit the public record, and the names being accumulated are anything but random...
Several positions appear directly tied to the committees these lawmakers sit on, spanning a variety of sectors. Historically, stocks bought by members of Congress attract significant capital rotation in the months following disclosure.
Here are the five names drawing the most attention. | | | 5. Healthpeak Properties
Healthpeak Properties is an S&P 500 real estate investment trust that owns, operates, and develops healthcare real estate across the United States. Founded in 1985, the company holds interests in over 700 properties and generates approximately $1.5 billion in annualized rent.
Its portfolio spans three segments:
- Outpatient Medical: Over 530 properties with major tenants like HCA Healthcare and CommonSpirit Health
- Life Science Labs: Roughly 139 biotech research campuses in hubs like San Diego and Boston
- Senior Living: 15 properties plus 19 additional communities through a joint venture
Congressman Gil Cisneros (D-CA), who sits on the Armed Services Committee's Military Personnel Subcommittee, recently disclosed a purchase. His committee directly oversees military healthcare infrastructure, and a major congressional push to shift veteran care toward community-based outpatient centers benefits Healthpeak's dominant outpatient portfolio. Other buyers include Ro Khanna, Lisa McClain, Rob Bresnahan, and Julie Johnson.
Notably, just a couple days after Cisneros bought shares on January 7, 2026, Healthpeak announced it would spin off Janis Living — a pure-play senior housing REIT via IPO in the first half of 2026 — aiming to unlock value the CEO himself said public markets were not properly recognizing.
4. Advanced Energy Industries
Advanced Energy designs and manufactures power conversion and control solutions essential for semiconductor fabrication. Without its systems, chips simply cannot be made.
Key tailwinds include:
- AI-driven demand for advanced chips is fueling growth across the semiconductor equipment supply chain
- Q4 2025 results beat guidance, with forward estimates accelerating
- Applications extend into data centers, medical devices, and telecommunications
Congressman Cisneros has been building a position here as well. Given his Armed Services seat and access to defense semiconductor priorities, the trade raises questions about what spending trends he may be anticipating.
3. Ajinomoto
On the surface, Ajinomoto is a $29 billion Japanese food conglomerate. Beneath the surface lies an AI supply chain giant. The company produces Ajinomoto Build-up Film (ABF), a critical insulating material used in packaging CPUs, GPUs, and AI processors, commanding over 95% global market share.
- The ABF substrate market is expected to double by 2032–2033 as AI chip demand surges
- Intel, AMD, and Nvidia have subsidized ABF capacity expansion just to secure future supply
- One Asian company controlling 95% of a critical semiconductor input is a national security discussion point
Congressman Cisneros and previously Congressman Daniel Goldman — who sat on Homeland Security and Judiciary — have both traded this name, each with direct committee exposure to defense supply chain discussions. | | | 2. Viasat
Viasat is a global satellite communications company delivering broadband and secure communications to military and government customers worldwide.
Its defense contract pipeline has been stacking up:
- Selected for the U.S. Space Force's Protected Tactical SATCOM program ($4 billion ceiling)
- Awarded a $568 million sole-source military contract
- Task order under a $13 billion DoD contract for LEO satellite services
- Named an awardee on the Missile Defense Agency's potential $151 billion contract
Congressman Jonathan Jackson has been buying aggressively. Jackson sits on the House Foreign Affairs Committee, dealing directly with global military posture and defense communications infrastructure. He also holds an MBA from Northwestern's Kellogg School and a background as an investment analyst, making this concentrated defense-satellite bet appear highly calculated.
1. Pure Storage Now "Everpure"
Pure Storage, freshly rebranded to Everpure, is a leading enterprise all-flash data storage company.
The thesis is simple: every AI training run and inference workload demands massive fast storage, and without it, even the best GPUs become bottlenecked.
Members from both parties have been buying, but the standout is Congressman Michael McCaul (R-TX):
- Former chairman of both the House Foreign Affairs and Homeland Security Committees
- Co-chair of the Congressional High-Tech, Semiconductor, and Internet Caucuses
- Member of the AI Caucus and Cybersecurity Caucus
- Over two decades in Congress with a background as a federal counterterrorism prosecutor
McCaul sits at the intersection of every trend driving this company's business — AI infrastructure, cybersecurity, data center modernization, and defense tech.
Bipartisan buying activity combined with a fresh rebrand and expanding business suggests insiders may be anticipating catalysts the broader market has not yet priced in.
Anyways...
That's all for now!
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