Book is on its marks so nothing traded. Reserve sits at 29.5% against a 30% target, the biggest single line is Deere at 6.1%, and the humanoid tier is 13.2% against a 30% ceiling. Room everywhere and no reason to use it. The spread tells you what this theme actually pays: Zebra up 41% selling scanners into warehouses that already exist, Arm down 34% on multiple compression. Install base pays now. Optionality pays later, if it pays. Bench is still not listed, eleven names, none tradeable.