Nancy Prial likes Visteon Corp., an automobile supplier that sells infotainment systems into many of the major automobile companies. She explains they have a window into the EV space and signed their first contract with General Motors. She says their GM business alone can be 7-9% of revenue by 2025. Next she talks about Ichor, a company that has reshoring plus penetration of semiconductors. They are on the front end of semiconductor manufacturing. Lastly she talks about DOMO, a cloud-based business intelligence software company.