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there are members of our investment committee who are making moves or use the if you want to use the word dislocation yesterday to add to new add to positions or establish new ones Rob sein joins us now of New Edge uh itamp;#39;s funny you know Rob we had many conversations over these months about not being in Nvidia you owned a number of different Tech names but this was the one that you didnamp;#39;t but now you do tell me why so you know Scott when we looked at our portfolio this is a portfolio that specifically benches against the Russell 1000 growth and if you go back to the Peaks the average stock in the Russell 1000 growth was up 5% our Average stock was up 15 and yet the index was up 21 and all that performance all that underperformance was due to not owning Nvidia so raises the questions on how youamp;#39;re building portfolios that are supposed to act a certain way within client accounts and make sure that youamp;#39;re not taking that what we call tracking error or activ
