$SEDG

Solar is a theme that continues to do well. Countries all over the world are looking for energy security due to the SoH conflict. The European version of that is not 'drill baby drill'. It's Solar. We own $SEDG but there's a lot to like in this category including the Solar ETF. Also, if the Dems take the house, you might see renewed solar incentive programs. Maybe take a look after a pullback.