Dan Kent

So I just have five points here.

We wanted to have it generally a downstream winner of AI infrastructure.

Two, I wanted the title to be catchy and interesting.

So hidden AI winners is obviously there.

Three, some of them are obvious AI winners and have had stellar performance.

But some, many retail investors would have just never heard of ever too, which is quite interesting.

And then last two is the positions should be market cap weighted is one that I think we all felt would be appropriate with a 10% cap.

So just given their small names, their big names, that made sense.

And I think a bit of an obvious one here, but when we look at the name and do research for ourselves, without being an expert in every single stock here, we generally like the prospects here today.

So that's kind of the five criteria that we put together.

Mr. Kent, any thoughts here?

Well, you know what I'm thinking?

We really messed up.

Doesn't Zoom, the video conferencing software, own a bunch of Anthropic?

That would have been...

Yeah, they are not in the index.

I think what we'll do is two each.

You guys have an extra one or two than me.

That's no problem.

We wanted a 2020.