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A

Review of Constellation Software Inc

NOV 27, 2020 - Hitting multiple record highs, CSU still has plenty of room to continue doing what they do best: reinvesting free cash
flows to acquire businesses in fragmented niches and enabling them to provide greater value. Rating maintained at ‘A’.

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Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
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