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Power & Propulsion Hardware
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Own manufacturers of the hardware that generates, converts and delivers power across aviation, industry and stationary infrastructure, rather than electricity producers or computing platforms. RTX's recent defense-backlog coverage provides a company-specific catalyst for the propulsion side of the basket. The approach connects aerospace engines with industrial energy systems, while retaining exposure to equipment-cycle and execution risks. Catalysts: - 2026-10-15 RTX locks in a decade of defense dominance (https://www.marketbeat.com/articles/rtx-locks-in-a-decade-of-defense-dominance/) Launch basket (equal weight): GE, GEV, CAT, BE, VRT, RTX, HON 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.


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