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Netflix and Churn
The Compound and Friends
E T F Isn't Right?
A physical environment related themes sot an increase in a u m of 350 million dollars. Disruptive technology related themes saw the largest a u m decline of one point six billion, followed by those related to people and demographics minus 420 million. At a theme level, cibr, security and clean tack led the gains while emerging markets, internet saw the largest decrease in au m.
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