Hey, today just a question in the round if you have interesting companies from the areas supply and materials have.

Still looking for 1-2 positions there.

Ideas:

Either expand existing positions (7c $HRPK (-0.9%) and lime $LIN)

New possibly

-RWE $RWE (-2.49%)

-Enphase Energy $ENPH (-2.32%)

Thank you for your ideas!