NFI Group

As confident as, as we are about utility infrastructure needing to be built out across North America, and the grid being hardened, and more capacity being added, we can't be completely beholden to that for our clients because we can't risk that their life savings gets all correlated in one specific downturn.

Um, so we try in those smaller companies to, to have some diversification, and that's where, y- again, uh, uh, Cabro, uh, NFI Group, uh, Premium Brands, those, those are different types of companies in different geographies hopefully.

So again, that's just our take on it.

Doesn't mean we're right.