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Ro Khanna

DEMOCRATREPRESENTATIVECA-17SINCE JAN 2017

MU BAC DIS GOOGL BAX NDAQ TFC MSFT+598 more

BUYS

5,839

SELLS

5,221

TRADES

11,060

COMPANIES

610

EST. VOLUME

$134.46M

MEDIAN LAG

24d

COMMITTEE ASSIGNMENTS3

House Committee on Armed Services

The House Committee on Armed Services has legislative jurisdiction over military and defense.

Subcommittees

▸Cyber, Information Technologies, and Innovation
▸Seapower and Projection Forces

OVERSEESIndustrials

House Committee on Oversight and Government Reform

The committee oversees the federal government and all of its agencies to ensure efficiency, effectiveness, and accountability. The Committee oversees government operations, health care, information technology, interior, energy and environment, national security, and intergovernmental affairs.

Subcommittees

▸Cybersecurity, Information Technology, and Government Innovation
▸Economic Growth, Energy Policy, and Regulatory Affairs

House Select Committee on the Strategic Competition Between the United States and the Chinese Communist PartyRANKING MEMBER

OVERSEESIndustrialsInformation Technology

Committee ↔ trade overlap

CONFLICT LENS

35.9%

of disclosed trade value sits in sectors Ro Khanna's committees directly oversee.

3935 trades2 oversight sectors

Strategic Competition Between the United States and the Chinese Communist Party

35.9% of value

IndustrialsInformation Technology

Armed Services

13.2% of value

Industrials

Vs. their party

DEMOCRAT MEDIAN

Trades / year

YOU 3219·PEER 7

▲444.1× more active

Oversight-sector mix

YOU 36%·PEER 42%

▼-6 pts

Median disclosure lag

YOU 24d·PEER 24d

▲0d faster

Est. excess vs SPY 90d

YOU -1.3%·PEER +0.3%

▼-1.6 pts

Sector mix · by value

OVERSIGHT ●

Information Technology

22.7%

Financials

17.6%

Health Care

15.1%

Industrials

13.2%

Consumer Discretionary

12.5%

Consumer Staples

6.9%

Real Estate

4.2%

Communication Services

Utilities

1.9%

Materials

1.5%

Energy

0.8%

Where the edge comes from

OVERSIGHT vs REST · 90D

Oversight-sector trades

+1.6%mean excess

WIN 50%3607 trades

Everything else

-2.9%mean excess

WIN 51%6631 trades

Trades inside an oversight lane returned +4.5 pts more vs SPY than trades outside it.

Most-traded companies

BY TRADE COUNT

93 S

84 B

81 S

81 S

74 B

71 B

66 B

60 S

STOCK ACT DISCLOSURES · AMOUNTS REPORTED AS RANGES · ESTIMATES USE RANGE MIDPOINTS · OVERSIGHT MAPPING IS A HEURISTIC

Ro Khanna

The morning brief, before the bell.