AMPH
Amphastar Pharmaceuticals, Inc.
stock NASDAQ

I mean most seem pretty good for your stated power/infrastructure/AI exposure, except AMPH which just seems like a weird one to lump in with all the others. Otherwise I'd say ETF's might serve better if you want exposure, but don't really feel comfortable picking the when/what to buy/sell. RACK is 50 holdings that gives pretty good exposure to what you want, all though it's a bit heavy on semi's and the like. Take a look at the holdings lot of name's in it pretty beaten up right now so it's at a pretty good price imo. XLU is 12% NEE, 6% CEG, and 4% VST an a choice for energy.
You could put most in ETF's like these and than choose smaller satellite potions to broaden out the exposure into specific single stock picks. For instance 6% in Rack, 6% XLU and 2% in Schneider Electric, LNG, BSX,and NOW. Not necessarily that specifically, but you get the idea.

I mean most seem pretty good for your stated power/infrastructure/AI exposure, except AMPH which just seems like a weird one to lump in with all the others. Otherwise I'd say ETF's might serve better if you want exposure, but don't really feel comfortable picking the when/what to buy/sell. RACK is 50 holdings that gives pretty good exposure to what you want, all though it's a bit heavy on semi's and the like. Take a look at the holdings lot of name's in it pretty beaten up right now so it's at a pretty good price imo. XLU is 12% NEE, 6% CEG, and 4% VST an a choice for energy.
You could put most in ETF's like these and than choose smaller satellite potions to broaden out the exposure into specific single stock picks. For instance 6% in Rack, 6% XLU and 2% in Schneider Electric, LNG, BSX,and NOW. Not necessarily that specifically, but you get the idea.