 From a month-to-month basis, we actually see variation in monthly leadership. For example, I think sometime in the earlier part of QB, we were actually advocating overweight in materials and energy sectors, and that played out well. So at this juncture, we thought that energy stocks could be an interesting option because of the fact that it has actually somewhat lagged recently, plus the fact that it could serve as an interesting hedge against lingering geopolitical risks.