Power, Propulsion & Thermal Equipment

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.