Year-to-date, the Dow Transports Index is outpacing both Nasdaq and S&P500.

As transportation stocks continue to break out from multi-month continuation patterns, they offer a timely way to express a broader infrastructure thesis tied to power generation, manufacturing expansion, data centers, and the movement of goods across an increasingly capital-intensive economy.

Today’s report includes two liquid ETFs to express this trade.

Thanks for reading, and safe trading,

#JK