After years of calling on modern manufacturing with a high share of robotics and research and development activities, the society can appreciate something as common and previously unpopular as warehouses and trucking. Perhaps for the first time in the 21st century, we are seeing that business and storage infrastructure is extremely necessary and plays a key role in supplying us all.
The newsletter as of 1Q 2020 you can find here. Also you can see the Fund Factsheet.