On-Site Power Gear: Turbines, Fuel Cells & Gensets

AI data centers and reshored fabs are limited by how fast they can get power. The companies that build turbines, fuel cells, engine generators and electrical gear are the near-term bottleneck. This basket targets power-generation and delivery hardware rather than utilities or nuclear. The GlobalFoundries New York fab award adds to the demand for onshore capacity that needs reliable power. Launch basket (equal weight): GEV, BE, CAT, GE, VRT, ETN 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.