Your energy development picks?

As datacenters are ramping up on top of typical development topics, I'm looking to see what I may wish to expand in energy infrastructure holdings. What are your individual and ETF picks for energy expansion? This means I'm avoiding oil and other standards of energy as I'm looking most at direct development for energy production for infrastructure.

Are there are particular upstream stocks you're also looking at, such as certain metals/other materials?

What are you expanding into?