Tom Gardner

A large technology company in insurance.

And that really benefits them.

But it's a cautious investment.

You're going to get a dividend there as well.

The third now we're moving into the middle.

And that's a company called Stride.

Ticker symbol LRN.

And Stride is an online learning company.

It turns out that even post-pandemic, there are a lot of families that want to have their children getting some education at least.

remotely.

That might be some specialized skill, like they have an amazing math student in their family, and they want to pursue additional learning online.

They can get that from Stride.

Obviously, there are a lot of students with special needs that Stride serves, and now Stride has moved into adult learning as well.

Their CEO, James Rue, we did a wonderful interview with him.

I mean, he did a wonderful interview with us, and it's a very well-run company.

It's more moderate.

It's in the middle.

Still in the moderate zone would be Sterling Infrastructure.

This is a foundation-laying business for

for now data centers.