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 (+1,05%) and lime $LIN)

New possibly

-RWE $RWE (-1,95%)

-Enphase Energy $ENPH (-0,24%)

Thank you for your ideas!