these different reasons, and then you add this on top you like quanta a services jacobs engineering, adco, they're also outperform. there are common themes with those picks? >> yeah, exactly i think with jacobs, a very big beneficiary of the overall infrastructure build-out, they're at the tip of the spear. if you think about the broader infrastructure bill, you're going to see a lot of the first funding going toward design. they're one of the marketing players there. i think they're going to be well positioned for this overall trend. >> what percent, is it 100%, is it something less than that, of the additional power generator that is required will be renewable? it was not that long ago, chad, that everybody was talking about, well, let's put up another gas-fired power plant. our former parent general electric was huge in that business that business has melted away, right? >> absolutely. on top of that, if you're thinking about one of the big drivers is just decarbonizing transportation it makes a lot more sense to have your energy sources truly renewable when you're switching over to ev