We’re Buying Shares of 3 Portfolio Holdings
Published . Updated .
After AI infrastructure funding deals and learnings from Celestica and Cadence Design, we’re making several moves.
Directly affected
- CLS Celestica-25.3% 19d
Named in this report.
- CDNS Cadence Design Systems+15.4% 30d
Named in this report.
Indirectly affected
- XLK Technology Select Sector SPDR+9.1% 16d
Technology Select Sector SPDR holds the technology sector that Cadence Design Systems belongs to, so it often moves with news about it.
- MSFT Microsoft+7.1% 30d
Microsoft is a peer of Cadence Design Systems in prepackaged software; rivals often move on the same news.
- PLTR Palantir Technologies+14.7% 30d
Palantir Technologies is a peer of Cadence Design Systems in prepackaged software; rivals often move on the same news.
- ORCL Oracle-10.2% 30d
Oracle is a peer of Cadence Design Systems in prepackaged software; rivals often move on the same news.
- CRWD CrowdStrike Holdings+18.7% 17d
CrowdStrike Holdings is a peer of Cadence Design Systems in prepackaged software; rivals often move on the same news.
- SHOP Shopify+29.5% 30d
Shopify is a peer of Cadence Design Systems in prepackaged software; rivals often move on the same news.
- FLEX Flex-30.6% 10d
Flex is a peer of Celestica in printed circuit boards; rivals often move on the same news.
- JBL Jabil-3.2% 8d
Jabil is a peer of Celestica in printed circuit boards; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| CLSNo price data for this ticker | — | — | — | — | — | — | — |
| CDNSNo price data for this ticker | — | — | — | — | — | — | — |
| XLKNo price data for this ticker | — | — | — | — | — | — | — |
| MSFTNo price data for this ticker | — | — | — | — | — | — | — |
| PLTRNo price data for this ticker | — | — | — | — | — | — | — |
| ORCLNo price data for this ticker | — | — | — | — | — | — | — |
| CRWDNo price data for this ticker | — | — | — | — | — | — | — |
| SHOPNo price data for this ticker | — | — | — | — | — | — | — |
| FLEXNo price data for this ticker | — | — | — | — | — | — | — |
| JBLNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
We’re Buying Shares of 3 Portfolio Holdings RealMoney Pro
Source: RealMoney Pro
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Cadence Design Systems (CDNS) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 43 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Cadence Design Systems (CDNS) (held by a dependent child), worth $1,001 - $15,000 on 11 Sep 2026. That is 46 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Kevin Hern sold Cadence Design Systems (CDNS) (jointly held), worth $15,001 - $50,000 on 2 Sep 2026. That is 55 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Lisa McClain bought Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 27 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael Rulli sold Microsoft (MSFT), worth $1,001 - $15,000 on 28 Sep 2026. That is 29 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Microsoft (MSFT), worth $1,001 - $15,000 on 24 Sep 2026. That is 33 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 64 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How solid “We’re Buying Shares of 3 Portfolio Holdings” looks
12 out of 100
“We’re Buying Shares of 3 Portfolio Holdings” scores 12 out of 100. The score uses 1 sources.