IRM is moved to the bottom of the list, below two other holdings that just posted record quarterly profits, because IRM is still writing off old Bitcoin mining hardware; the demotion reflects implementation risk and does not make it a bad company or bad investment.

Secondly, I'm going to move IRM to the bottom of the list, pushing Palantir and CrowdStrike up one place each, especially since both have just posted record quarterly profits , while IRM is still writing off old Bitcoin mining hardware.

This does not make IRM a bad company or a bad investment. I just want to maintain this arrangement based on the risks of implementation.