FIDU
Fidelity MSCI Industrials Index ETF
stock NYSE ETF

Smart to take advantage of those zero er mutual funds. 
I would add FTEC and FIDU instead of the final 15% but minor things. FTEC is about +115% over the past 5 yrs vs. FREL +10%.

Yeah, probably. Just gets to be a lot to try and track down - already own XOM, COP, HESM, DUK, XCEL, AGX, MTZ, FLSR, VWDRY along with FTEC, FENY, FUTY and FIDU - but feel like I'm still missing a few areas.

I think this what most others have said - definitely a high tide coming for infrastructure, energy build out, and all energy sources.
I just wish some shop - maybe ARK - would launch a "Future Energy Innovation" ETF. It could still hold things like XOM, CVX, LNG, OKE etc but would also have sort of a best of IFRA, EINC, FUTY, FIDU, CTEC, ICLN. Kind of the next wave of energy infrastructure, which appears will be needed after AI gets incorporated into all aspects of business.

Smart to take advantage of those zero er mutual funds. 
I would add FTEC and FIDU instead of the final 15% but minor things. FTEC is about +115% over the past 5 yrs vs. FREL +10%.

Yeah, probably. Just gets to be a lot to try and track down - already own XOM, COP, HESM, DUK, XCEL, AGX, MTZ, FLSR, VWDRY along with FTEC, FENY, FUTY and FIDU - but feel like I'm still missing a few areas.

I think this what most others have said - definitely a high tide coming for infrastructure, energy build out, and all energy sources.
I just wish some shop - maybe ARK - would launch a "Future Energy Innovation" ETF. It could still hold things like XOM, CVX, LNG, OKE etc but would also have sort of a best of IFRA, EINC, FUTY, FIDU, CTEC, ICLN. Kind of the next wave of energy infrastructure, which appears will be needed after AI gets incorporated into all aspects of business.