In 2020, digital networks have been a lifeline, facilitating numerous aspects of daily life. Many of the innovations that we have come to rely upon—including high quality video conferencing, telemedicine, meal delivery apps, and many others—have emerged within just the last few years. As we look forward to the next wave of innovation that may improve our quality of life and enhance productivity, we believe the transition to 5G mobile networks may play a pivotal role. In our view, this transition may also provide an attractive opportunity for investors over the next several years, as new devices utilizing 5G technology are introduced, and the build-out of 5G infrastructure is accelerated by fiscal stimulus spending and geopolitical tensions.

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