North buys them for you.
Power, Propulsion & Thermal Equipment
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Own manufacturers of the equipment that generates power, propels aircraft and machinery, and keeps critical electrical systems running. Recent weakness in CAT, GEV and BE offers an entry into physical-equipment franchises rather than another software or computing-hardware basket. Demand spans utility investment, aviation aftermarket services and industrial power needs, while capital-spending delays and execution remain key risks. Launch basket (equal weight): GEV, GE, CAT, BE, VRT, ETN, CMI 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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