Dan Kent

And

There's a distant third player in the market, which is Siemens EDA's platform.

But it's an essential part of the stack when it comes to semiconductors in this duopoly.

And they have over 100% retention rates and have forever.

So it's a good business to own.

That was Three Mile Island that they booted back up.

Yes.

I believe so, yeah.

Yeah.

Yeah, I remember that.

That was a big deal at the time.

Is that all of them?

So to recap, there was 21 names.

This is live on the custom indexing under hidden AI winners.

You can see on the platform what the kind of one-year, five-year return of some of these names is.

It's quite insane, to be honest, some of the performance of these companies.

And it's available now on the custom indexing platform.

So it's pretty cool.

This is one feature that a broker has actually brought in Canada where I'm like, I am actually going to use that.

Putting fancy technical analysis charts and real-time trading data I don't think gets us going, but this is something I think that there's actually a lot of value in.