Aircraft, Power & Heavy Equipment

Own manufacturers whose main businesses supply aircraft, electricity infrastructure and heavy machinery, rather than another concentrated AI hardware basket. The technology drawdown offers a reason to diversify capital-spending exposure across aviation replacement, power infrastructure and industrial equipment. Engine aftermarket demand provides a recurring-service counterweight, although order delays and weaker capital spending remain risks. Catalysts: - 2026-09-09 GE Aerospace Moves to Secure Critical Engine Casting Capacity (https://leehamnews.com/2026/09/09/ge-aerospace-moves-to-secure-critical-engine-casting-capacity/) Launch basket (equal weight): GE, GEV, CAT, BA, VRT, BE 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.