Looking at the <> 1% holdings, thought it was time to bin Sofi and Tullow, so these two are gone. On the purchase side a 1% holding in Plug Power has been acquired – apparently hydrogen has become cheaper to produce.

Also acquired a 2% holding in an active ETF – Ark Genomic Revolution – a circa $10 billion portfolio run by Cathy Wood. Noticed two familiar names in the top ten holdings, but as for the remaining 90% of the fund I defer to Ms Wood’s research capabilities.

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