XLU
State Street Utilities Select Sector SPDR ETF
stock NYSE ETF

Leaps in silver miners, Google, xlf, tqqq, and uvix. Long shares of EPD and ET, GDXW, GLDW and XLFI in my fun money account.
Retirement accounts are 15% precious metals KSLV, KGLD, GDXW, 20% in spdrs XLB, XLI, XLE, XLU pretty much all of em except real estate, Healthcare, and tech. Long 10 shares of WMT i bought when it tanked last April, long less than 5 shares ea of SPYM, SPY, and GOOGL for tech exposure. Larger position in GLW and STRL for AI picks and shovels. 15% in electrification/utility plays like ELFY, ZAP, VOLT since beginning of last year, minimum 10 years to play out. Small position in SDIV for international dividends, and small position in SVOL i just never got around to selling. Happy to explain my rationale for all of these.

Leaps in silver miners, Google, xlf, tqqq, and uvix. Long shares of EPD and ET, GDXW, GLDW and XLFI in my fun money account.
Retirement accounts are 15% precious metals KSLV, KGLD, GDXW, 20% in spdrs XLB, XLI, XLE, XLU pretty much all of em except real estate, Healthcare, and tech. Long 10 shares of WMT i bought when it tanked last April, long less than 5 shares ea of SPYM, SPY, and GOOGL for tech exposure. Larger position in GLW and STRL for AI picks and shovels. 15% in electrification/utility plays like ELFY, ZAP, VOLT since beginning of last year, minimum 10 years to play out. Small position in SDIV for international dividends, and small position in SVOL i just never got around to selling. Happy to explain my rationale for all of these.

Like most, I’m heavy in tech in my IRA and Roth IRA. To avoid duplication in my investment account, I’ve been shooting for areas that support AI but not AI itself. Mainly looking at power, copper, cooling, etc.
So, XLU, NLR, COPX and PAVE. NLR and COPX have been doing well.

I have a pretty big position in XLU, for power supply utilities. They'll need to grow a lot to handle demand for AI.