Uniparty Payroll Plus AI
−11.0%
since Sep 9 · after money added
The idea
I believe whoever wins elections, the same government spending machine keeps running, so this portfolio owns what gets funded no matter who's in charge: defense primes, Beltway contractors, and the lobbying-protected giants, alongside a mirror of lawmakers' own disclosed trades. It now adds the next things that spending machine is backing, AI data center infrastructure and defense-focused robotics and drones. I keep a cash sleeve to buy when election noise or an AI scare hits prices, hold across an election cycle or two, and avoid piling into any single name.
What it owns
- The chips, power infrastructure, cooling systems, and networking equipment powering the data center buildout treated as a national priority. · NVIDIAEvery AI data center Washington and Big Tech bankroll gets built on its chips, making it the most direct play on the buildout., Vertiv HoldingsSells the power and cooling equipment that AI data centers cannot operate without, a picks-and-shovels play on infrastructure growth., Constellation EnergyOwns nuclear plants that data center operators are signing decades-long power contracts with as AI electricity demand has nowhere else to go., Arista NetworksMakes the network switches that tie thousands of AI chips together inside data centers, with major cloud giants as primary customers., Digital Realty TrustOwns the buildings the AI buildout fills, collecting rent from the same tech giants doing the infrastructure spending.21%
- IT, consulting, and software firms running government systems survive every change in administration. · Leidos HoldingsRuns the IT infrastructure for federal agencies through contracts that renew across administrations., Booz Allen HamiltonIt advises federal agencies on strategy and technology adoption, making it a primary beneficiary of government consulting budgets., Palantir TechnologiesSells AI software directly to the Pentagon and intelligence agencies, with both parties expanding those contracts continuously., CACI InternationalDoes classified work for intelligence agencies through budgets that rarely face public debate or cuts.15%
- Pentagon budgets grow regardless of which party controls Congress, and these firms are permanent recipients of that spending. · Lockheed MartinThe largest Pentagon contractor, with F-35 and missile programs funded in every budget cycle regardless of political control., Northrop GrummanBuilds the B-21 bomber and runs nuclear missile modernization, two programs neither party will cut., RTX CorporationMakes missiles and air defense systems that get replenished after every conflict with bipartisan votes., General DynamicsBuilds submarines the Navy is committed to for decades, with the Virginia and Columbia class backlogs anchoring long-term demand.15%
- Entrenched technology giants whose Washington influence shields their profits, and who are also the largest AI data center builders. · AlphabetSpends more on lobbying than almost anyone and has survived every antitrust push mostly intact while building AI data centers., MicrosoftWins the largest government cloud contracts and is building massive AI data centers, sitting on both sides of the infrastructure bet., AmazonRuns cloud services for the CIA and much of the federal government, while also being one of the largest AI data center builders., Meta PlatformsHas outlasted every regulatory push mostly intact and is now pouring capital into AI data centers of its own.15%
- Robot makers and defense drone builders receiving accelerated funding from both parties. · AeroVironmentMakes the small attack drones both parties are racing to fund after watching them dominate in Ukraine., TeradyneOwns a leading factory robot arm maker plus a chip-testing business that grows with the AI chip boom., Kratos Defense & SecurityBuilds cheap unmanned jets meant to fly alongside piloted fighters, the kind of program both parties fund for more firepower at lower cost., Intuitive SurgicalHas a near-monopoly in robotic surgery and gets paid every time its machines are used, not just when they are sold.13%
- Added at starter size. · Added at starter size.10%
- This ETF tracks disclosed stock purchases by Democratic lawmakers and their families, mirroring their investment decisions. · Unusual Whales Subversive Democratic Trading ETFThis ETF buys what Democratic lawmakers and their families disclose buying, tracking their investment decisions directly.9%
- Cash2%