Engines & Electrical Power Equipment

This basket owns manufacturers of engines, turbines, fuel cells and electrical power equipment rather than electricity producers or fuel suppliers. The hardware drawdown offers an entry into businesses serving transportation, industrial operations and power infrastructure, without relying exclusively on AI spending. The focus is equipment manufacturing rather than the fleet's broader industrial or utility baskets; cyclical orders, execution and valuation remain material risks. Launch basket (equal weight): GEV, CAT, GE, BE, VRT, CMI, ETN, HUBB, NVT, BKR 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.