Marathon Petroleum (MPC) is mentioned as an example of a refiner company included in the WEI ETF.
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The New Way to Play the AI Power Boom (PWRX Analysis)
Sep 17, 2026
This video discusses the new PWRX ETF from Westwood ETFs, which focuses on companies providing power and infrastructure to support the AI boom, onshoring, and electrification. The ETF aims to generate income through options writing and dividends, targeting an underserved segment of the market compared to direct AI company investments.
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Oklo is mentioned as a company building new nuclear reactors and advanced technologies for more efficient energy operations.
Fluence Energy is mentioned for building grid-level batteries, a key aspect of energy tech evolution for the AI economy.
SolarEdge is cited as a traditional company using turbines, specifically natural gas turbines, for power generation in the behind-the-meter solutions category.
Bloom Energy is mentioned for its fuel cell solutions, which can provide power exclusively to single data centers or factories, fitting the behind-the-meter category.
NextEra is presented as a prime example of a regulated utility that could be an appropriate investment within the AI power generation category.
Williams is mentioned for its large natural gas distribution systems, relevant to the transportation aspect of the AI power value chain.
Cameco is identified as a producer of nuclear fuel, a key component in the AI power value chain.
EQT is mentioned as a potential natural gas producer in the Marcellus region that could fit within the AI power value chain strategy.
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