Caroline Woods Okay. So if you want to follow the money and you want exposure to some of these sectors, what's the best way to do it? Through ETFs, some thematic ETFs, or do you have any individual stock picks?Kevin Mahn Exactly. So when I say follow the money, I don't necessarily mean flow of funds, but rather, where are all the billions of dollars going to be spent in 2026? And believe it or not, they're going to likely be in the same area as they were in 2025. First off, AI infrastructure. According to J ...