. >> united rental firm in the united states, ashtead is overseas more construction. even data centers. a small part of your business, but construction is continuing not just in homes or commercial buildings but just in venues they do all kinds of live event rentals. there's a lot of construction going on that is not being purchased, it's being rented, and the business is growing. and they are gaining share it's united and ashtead. >> joe, energy is up 11.5% year to date. you told us in the recent rebalance if i recall, you're way, way above market weight in that group by more than double, almost triple, i think, at this point. >> back up to 10%. we were at 6%. now we're up to 10%. somewhat nervous about energy itself the refiners have been an excellent trade. we're seeing price deterioration, spot price of crude oil. overall, 65 to 85, that's a sweet spot for energy equities, and you saw evidence to that in most recent earnings that have been released, in particular diamondback energy is a great example of that. we'll see where we go from here in terms of price itsel