Specialty Retail & Merchant Enablement

Own specialty merchants and the software that supports their selling, rather than general-merchandise chains or advertising platforms. Repair demand, home maintenance and differentiated shopping categories offer distinct sources of consumer spending. Pairing established store networks with merchant operating platforms provides exposure to both physical and digital retail without relying on a broad consumer rebound. Launch basket (equal weight): AZO, HD, TJX, SHOP, NKE, LOW, ULTA, ORLY, GPC, TOST 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.