Industrial Power & Propulsion Equipment

This basket owns manufacturers that generate, convert, manage, or deliver power through engines, turbines, fuel cells, and electrical infrastructure. The hardware selloff offers a more selective entry into power-equipment franchises, while GE Aerospace's recent outlook increase highlights resilient engine-service demand. Exposure spans aviation and stationary power rather than depending solely on data-center construction; capital-spending cyclicality and execution remain key risks. Catalysts: - 2026-10-20 GE Aerospace raises profit outlook as engine repairs defy fuel costs (https://www.reuters.com/business/aerospace-defense/ge-aerospace-raises-2026-profit-forecast-services-strength-drives-growth-2026-10-20/) Launch basket (equal weight): GEV, CAT, BE, VRT, GE, CMI, ETN 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.