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ETFs
I remember you talking a year or two ago about this the next generation of like military helicopters and where is that at right now. I think that the tech we identified is pretty awesome and I think that we'll see it in the US and Netherlands and UK repertoire soon. For me defense is one of my macro trends and micro trends in the ferris report so you know I've chosen one of the big ETFs which I guess we're going to have to reveal here because Dave has something to say about it. Let's pick on broad cloud so broad cloud spending like 68 billion bucks to buyVMware makes software otherwise 99.8% of Broadcom revenue comes out of Taiwan but if anything