Hitesh portfolio

First, apologies to Hitesh for hijacking the thread and thanks dd1474 for detailed reply. One last basic thought - I read above that you were comparing your 3m pick with Honeywell and you mentioned reason for not increasing holding in Honeywell as already existing exposure to similar via 3M. I went through Honeywell automation website, their offerings and some details in Google, I see them as a IOT focussed technology solutions provider to various industries…industrial iot to be specific…and I regret I didn’t reach it earlier few years back when I was on the look of iot focussed companies in India. While 3M , I see it more of an innovative products company in different areas with retail as well as Industrial elements to it…just curious why you see them similar as to me they are very different pieces of business. Thanks!