Lindy is mentioned as a manufacturer of industrial gases.
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2 NEW Brompton HighPay ETFs PAYU: U.S. Stocks & PAYI: High Yield on DEFENSIVE Infrastructure Stocks!
Aug 28, 2026
The creator discusses the expansion of Brompton's HighPay ETF lineup, introducing PAYI (Utilities & Infrastructure) and PAYU (Diversified US Equity). The ETFs aim to increase income yield in equity portfolios, and the reception from both DIY investors and the advised community has been positive, with advisors using them to upgrade average yields from 2-3% to 5-6%.
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Tickers discussed in this post
Target is mentioned as a midstream company that moves chemicals and energy products, with less regulation than direct consumer-facing utilities.
Eaton is described as a supplier of electrical components and control elements, fitting the "picks and shovels" analogy for infrastructure.
Quanta is mentioned as a supplier of "picks and shovels" for infrastructure build-outs.
Valero is described as a major energy infrastructure company and refiner that upgrades energy products into fuels.
T-Mobile is mentioned as a wireless company with massive US infrastructure, considered part of the infrastructure sector despite not being regulated like a utility.
Equinix is described as a US real estate company operating data centers, deeply involved in the AI theme by hosting GPUs.
NRG is mentioned as a US-based electricity generator, similar to Next Era.
Williams is described as a US company with an extensive pipeline business comparable in scale to Embridge and TC Energy.
TC Energy, also known as TransCanada Pipelines, is discussed as a regulated Canadian company whose tariffs affect end-users.
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