House Rep Gil Cisneros disclosed 3 $VLTO buys. Why this is the next AI Data Center play.

House Rep Gil Cisneros disclosed 3 Veralto buys between April 6 and May 1, all filed publicly on May 11.

**Why it matters:**

Veralto’s brands (ChemTreat) provide specialized water treatment and monitoring solutions that protect data center cooling systems from corrosion while improving water efficiency. Perfectly positioned for the AI-driven data center build-out.

**Track Record on Industrials:**

If you copied Cisneros' industrial sector buys when publicly disclosed and sold 90 days later:

* 7.8% SPY-adj return
* 15% median return
* 72% win rate across 127 trades

Methodology: Buy when the congressional trade is publicly disclosed, hold 90 days. The disclosure delay is already factored in.

His industrials trades have shown a clear edge after disclosure. With AI capex exploding, this looks like another timely bet on the infrastructure behind the boom. $VLTO is flat 0,3% since disclosure on May 11, this has not pumped yet.