Energy Supply: Fuels, Power & Equipment

Electricity demand requires both dependable fuel supplies and equipment that converts those fuels into usable power. This basket connects integrated energy producers and refining with electricity generation and power-system manufacturing, rather than relying on a single reactor technology. The current focus on data-center electricity demand makes that broader supply chain worth owning, while commodity prices and capital-spending cycles remain important risks. Launch basket (equal weight): GEV, VST, BE, XOM, CVX, VLO 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.