Energy Supply Chain: Oil Majors to Power Hardware

Energy demand is being met by two supply chains: hydrocarbons and on-site electricity generation. The basket pairs two integrated oil majors with the equipment makers that turn fuel into power for grids and data centers. XOM and CVX sit at or near 52-week highs, while the power-hardware names sit well below their highs, so the basket mixes momentum with a pullback entry. Launch basket (equal weight): XOM, CVX, GEV, BE, CAT, VRT 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.