Kentucky Industrial Renaissance

The idea

I think Kentucky is becoming a true hub of the US industrial rebuild, from air-freight gateways to the EV and auto corridor to new metals capacity and the power and construction work behind it all. Since there is no clean pure-play way to buy the state, I built a basket of national industrial, logistics, metals, energy, and construction names whose biggest growth bets sit there, anchored by Lexington-based Valvoline. It stays broad across sectors rather than betting on any single company, keeps a small cash buffer, and is meant to be held for years as this buildout plays out.