Todd, I'll go to you for this one first. Some argue that the AI trade really falls into more of that thematic bucket. There's a wide array of thematic ETFs out there for just about anything.If you can think it, there's probably an ETF for it. But how much of one's portfolio should be allocated to themes. You mentioned just how much in the beginning some advisers are allocating to the thematic trade, but is there any kind of a consensus building that you can see about whether that consensus is either underpl ...