Electrical Power Conversion & Control Hardware

Own the hardware that converts, regulates and distributes electricity, spanning analog semiconductors, power electronics, onsite generation and grid equipment. This is a cross-supply-chain electrification basket rather than a bet on semiconductor fabrication or data-center construction alone. With AI infrastructure returns under scrutiny, the emphasis is on equipment serving electrical demand across industrial, utility and commercial customers. Launch basket (equal weight): MPWR, TXN, ADI, BE, GEV, ON, ETN, HUBB, EMR, NVTS 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.