The Future of the Tech Sector

Many investors still seem to be honing in on the tech space and we've seen a rebound in tech equity values recently as well. I'm just wondering, do you have any thoughts on the real asset or commodity spaces, maybe this cycle's tech sector in terms of outperformance? If so, how do you think that outperformance might be achieved given that institutional investors still kind of own or won't own things like coal or traditional fossil fuel and energy businesses?"