Do you wanna talk about that a little bit and talk through the types of companies that are supplying the physical infrastructure that makes the AI build-out possible?

Yeah, for sure.

So the way we've thought through that theme is we've tried to identify the bottlenecks in this AI infra-infrastructure build-out, and we've identified a few key areas that we feel are in great demand and where supply has taken some time to catch up with that, uh, really rapid growth and demand.

Those include, you know, power, both in terms of power to supply the data center as well as backup power.

We're also seeing huge demand for things like cooling.

Like, data centers can be very intense in terms of the number of chips and all the other equipment that's working in there, and you need something to cool down those chips.

Uh, we're also seeing a lot of growth in networking gear requirements and a lot of other things like the very construction of the data center requires companies, uh, with the background or with the history of being able to manage the supply chain and actually build those structures, which can be humongous.

So why do you think the US small midcap healthcare space could be such a interesting or valuable source of differentiation?