Group 1: Core Insights - The One Big Beautiful Bill Act is expected to benefit various industries, including domestic semiconductor manufacturing and fossil fuels, with gradual implementation starting from July 4, 2025 [1] - Investors have the option to invest in ETFs for diversified exposure to sectors likely to benefit from the bill, such as defense, domestic manufacturing, and U.S. energy [2] Group 2: Defense Sector - The iShares U.S. Aerospace & Defense ETF (ITA) is positioned to gain from increased military spending of over $156 billion, bringing total planned spending for fiscal 2026 to over $1 trillion [5] - ITA has a strong performance, up approximately 47% in the last year, and focuses on a diversified portfolio within the aerospace and defense industry [5][4] - The fund has an expense ratio of 0.40% and prioritizes holdings in GE Aerospace and RTX Corp, which together account for over a third of its assets [4] Group 3: Domestic Manufacturing - The iShares U.S. Manufacturing ETF (MADE) is well-positioned to benefit from the bill's incentives for domestic manufacturing, targeting a diverse range of sectors [7][8] - MADE holds about 111 different stocks, with a reasonable expense ratio of 0.40%, and has returned over 11% year-to-date [9] - The fund's largest holding represents under 5% of its assets, providing a balanced exposure to large-cap and mid-cap manufacturers [9] Group 4: Energy Sector - The Strive U.S. Energy ETF (DRLL) offers broad exposure to the U.S. energy sector, including traditional energy sources, which may benefit from the bill's focus [11] - DRLL is skewed towards legacy energy firms like Exxon Mobil and Chevron, which together account for nearly half of the portfolio [11] - The fund emphasizes corporate governance through proxy voting and management engagement, appealing to investors interested in influencing the companies within the ETF [12]