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Ticker,Category,Sub-Category,% Allocation,Q1 Physics,Q2 Dilution,Q3 Price,Role,Notes
CCJ,Type 1 Infra,Uranium,1%,Green,Green,Green,Core,Fuel for Navy + grid
BWXT,Type 1 Infra,Nuclear,1%,Green,Green,Green,Core,Monopoly reactor builder
LIN,Type 1 Infra,Industrial Gas,1%,Green,Green,Green,Core,H2+O2. Owns pipes
FCX,Type 1 Infra,Copper,1%,Green,Green,Green,Core,USA copper king
SCCO,Type 1 Infra,Copper,1%,Green,Green,Yellow,Core,5% div. Peru risk
BHP,Type 1 Infra,Mining,1%,Green,Green,Green,Core,Graphite+Iron+Copper
ATI,Type 1 Infra,Titanium,1%,Green,Green,Green,Core,Only US mill. DoD critical
WMS,Type 1 Infra,Water,1%,Green,Green,Green,Core,Only pure water utility
[… add all 46 rows …]

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