 So that makes me think right here, right now, for the rest of the year, I want to get equal-weighted. And obviously, as I manage the Essential 40 Fund, that equal weight, we still own some of those big names, the big boys in Meta and Microsoft and Google and NVIDIA. But we also own Masco, Home Depot, American Water Works, Ford Motor Company, boring blue-chip names that should perform well if we do see follow-through on this rotation.