Unusual Whales Subversive Republican Trading ETF (GOP, ex-KRUZ)
Subversive ETFs / Tidal Financial Group; strategy by Unusual Whales. Actively managed, replicates disclosed equity trades of sitting Republican members of Congress and their spouses (STOCK Act filings).
The Republican mirror of NANC, and the investable version of the Tuberville / McCaul / Crenshaw cohort tracked individually here. Its AI/semi exposure leans toward the value/infrastructure end of the trade — Intel (#2, ~7.2%) over NVIDIA, plus AMD, ASML, Arista and Broadcom — alongside a distinctly Republican tilt: AI-power/industrials (Comfort Systems #1), traditional energy, and a bitcoin ETF (IBIT). A more value/energy/infra read on the AI buildout than NANC's megacap-growth tilt.
Top holdings
Top holding — HVAC/mechanical contractor that has become a datacenter-buildout / AI-power-cooling infrastructure play; the clearest AI-infra (not chip) bet in the book.
#2 holding — the Republican book's semiconductor anchor leans to the US-fab/turnaround name (CHIPS-Act beneficiary) over NVDA.
AI-compute leader — present but a notably smaller weight than in NANC, reflecting the Republican book's value tilt.
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Performance
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Our take
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