Build-Out Economy: Power, Cooling, Machinery & Supply

Capex on power generation, backup power, cooling and heavy equipment is the physical layer under data centers and housing. These names sit well off their highs, so the setup leans on capex and installation cycles. The basket mixes grid and on-site power, thermal gear, earthmoving machinery, signal chips and building supply. Launch basket (equal weight): GEV, BE, VRT, CAT, HD, ADI Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.